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NEWS
Mission Accomplished

The market flew after the White House announced a tariff pause 2: electric bogaloo. Struck by Bessent in Geneva, Trump announced that China has agreed to open its markets to U.S. businesses and instituted a 90-day tariff reduction— U.S. tariffs will be 30%, down from 145%, and China will cut tariffs from 125% to 10%. Treasury Secretary Scott Bessent emphasized that talks will continue.

If the tariffs continue to come down, more is worse than none, and investors will watch CPI inflation data tomorrow morning for any uptick. Last month’s CPI matched the lowest YoY inflation change since 2021. Retail giants Deere and Walmart are reporting on Wednesday, and their results might show changes to consumer demand in anticipation of the trade war that just cease-fired. 👀

Today's issue covers NRG Flew, and it wasn’t even because Trump, Stocktwits launched cryptotwits, and China and the U.S. are on speaking terms again. 📰

Here’s the S&P 500 heatmap. 10 of 11 sectors closed green, with consumer discretionary (+5%) leading and utilities (-0.6%) lagging.

And here are the closing prices: 

COMPANY NEWS
NRG Flew And It Wasn’t Even Because Of Trump

NRG Energy  $NRG ( ▲ 0.69% ) surged after announcing a transformative $12 billion deal to acquire natural gas generation facilities from LS Power. Despite announcing on a major tariff pause day, the stock climbed to the highest gainer position on the S&P 500, even while other utilities and less tariff-related stocks floundered.

The acquisition will add 18 natural gas-fired facilities to the Texas-based energy generator, boosting its capacity by roughly 13 gigawatts. CEO Larry Coben emphasized that the deal will enable the company to position itself better in a dynamic energy market.

Beyond the immediate boost in capacity, the move is seen as a signal of confidence in the long-term outlook for energy demand. It is one of many power generators that have soared in the past year as AI and database companies soak up as much power as possible. ⚡️ 

PRESENTED BY STOCKTWITS
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