NVIDIA Sell-Off / Intensifying Trade Tensions / Lithium's Looming Revival

Key Highlights

Last week, metals prices and the S&P 500 retreated amid a stronger US$. We expect continued market volatility in the coming weeks.
Equity markets were also impacted by a sell-off in NVIDIA (NASDAQ: NVDA) following a U.S. Department of Justice subpoena for potential antitrust violations.
Shares of a gold junior under coverage were up 15% last week
The lithium sector faced two major setbacks last week.
Trade tensions between China and the West intensified, with Canada imposing a 100% tariff on electric vehicles, and a 25% tariff on steel and aluminum.

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Last week, metals prices and the S&P 500 retreated amid a stronger US$. We expect continued market volatility in the coming weeks.
Equity markets were also impacted by a sell-off in NVIDIA (NASDAQ: NVDA) following a U.S. Department of Justice subpoena for potential antitrust violations.
Shares of a gold junior under coverage were up 15% last week
The lithium sector faced two major setbacks last week.
Trade tensions between China and the West intensified, with Canada imposing a 100% tariff on electric vehicles, and a 25% tariff on steel and aluminum.

Free — no credit card

Create a free FRC account to keep reading — and follow the companies you care about so you don’t miss next week’s edition.

Companies covered this week

Read this week's full analyst commentary — positive and negative takes on each company

Follow any company above and get notified when FRC publishes a new note

See the full Market Intel Weekly archive

Already have an account?