Why Nvidia, Cisco, Cerebras, Boeing and Biogen Are the US Stocks to Watch Today
Friday’s U.S. session brings a narrow focus: AI, China headlines, and fresh drug data—all with direct hits from Cisco, Nvidia, just-listed Cerebras, Boeing, Ford, and Biogen. On Thursday, tech momentum drove the S&P 500 and Nasdaq to new records, while the Dow finished up at 50,063.46. The timing is crucial: markets are moving as much on policy expectations as on earnings now. On Polymarket, odds for a U.S.-China tariff deal by May 31 are set at 57%. A different market sees a 72% probability that the Federal Reserve won’t cut rates in 2026. So, traders are factoring in some hope for trade easing, but bets on lower rates are thin.