After a massive drawdown in the initial reaction to President Trump's April 2 tariff announcement, major stock indexes have roared back, with the S&P 500 (^GSPC) adding $9 trillion in market value in just over a month.

The boss of Wall Street’s biggest bank fears that extreme complacency crept into the market as investors shook off last month’s tariff scare. Wall Street strategists say he might be on to something.

Wall Street analysts have downwardly revised their earnings estimates since President Trump took office because tariffs are expected to be a headwind to economic growth. The consensus estimate in January said S&P 500 companies would report 14% earnings growth in 2025, but analysts now expect 8.5% earnings growth, according to LSEG.

Wall Street experts share what they think will drive stock market gains for the second half of the year.

Josh Brown, CEO of Ritholtz Wealth Management, joins CNBC's "Halftime Report" to explain why he's looking at in Nvidia ahead of its earnings next week.

Although they long for more clarity about tariffs, investors are nervous about sitting on the sidelines as stocks climb.

A batch of U.S. retail earnings reports in the coming week is set to shed more light on the economic fallout from the shifting tariff backdrop and test the stock market's sharp rebound.

For the first time in years, U.S. equities have climbed while the Magnificent Seven — Apple, Microsoft, Nvidia, Alphabet, Amazon, Meta, Tesla — did the opposite. So far in 2025, this batch of mega-cap stocks has been a drag on the S&P 500.

Trump’s tariffs and trade deals continue to affect global markets. Follow along for live updates on the Dow, S&P 500 and Nasdaq.

Pessimism often precedes stock market gains; the S&P 500 has returned an average of 16% during the 12 months following bearish sentiment readings above 50%. Tariffs imposed by the Trump administration have raised the average tax on U.