US China Trade Deal Stock market Bullish Analyst reaction

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Bullish analyst on China trade news: “Best case scenario”

Wedbush Securities tech analyst Dan Ives, unofficial embodiment of the market’s bullish vibe, likes the sound of the Switzerland deal.

5/12/25 10:26AM

Stocks charged out of the gate Monday, with half the early gains for the SPDR S&P 500 ETF driven by megacap tech shares like Apple, Amazon, and Nvidia.

The catalyst, of course, is the fact that China and the US de-escalated the trade war after weekend talks in Geneva, with both sides reducing their tariff levels and announcing another 90-day truce to allow for more negotiation.

Wedbush Securities analyst Dan Ives, an impassioned tech stock and market bull, had this to say:

“This is very bullish news for the tech trade as the supply chain concerns will now be significantly reduced... although there is more wood to chop around chip restrictions (H20/Nvidia) and other issues in the AI trade that need to be addressed as part of a broader deal with US/China. This morning is a huge win for the bulls and a best case scenario post this weekend in our view.”

With stocks up nearly 3% in early trading — on track for the second-best day of the year besides President Trump’s trade truce announcement on April 9, which sent the index up 9.5% — it seems like plenty of investors share Ives’ sentiments.

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