Stock market today: Dow, S&P 500, Nasdaq futures slump as Trump's China tariffs come into effect

Published On Feb 4, 2025, 1:43 AM

U.S. stock futures have dropped as President Trump’s tariffs on Chinese goods came into effect, leading to immediate retaliatory measures from China. Nasdaq futures went down 0.3%, S&P 500 futures dipped 0.2%, and Dow futures fell 0.3%. Notably, companies with significant exposure to China saw their shares decline, including Apple (AAPL) which fell 3.39% and Tesla (TSLA) which plunged 5.17%. Meanwhile, Palantir's shares soared 23.9% after good revenue forecasts, providing some positive news amid the market climate.

Stock Forecasts

AAPL

Negative

The implementation of tariffs is likely to create a ripple effect leading to decreased earnings in tech companies heavily reliant on China, which could further depress stock prices as investor sentiment becomes cautious. This could negatively impact broader market indices like the Nasdaq and S&P 500.

PLTR

Positive

The surge in Palantir shares indicates strong investor confidence and operational stability. Given its positive outlook in a troubled market, it may continue to attract investment, suggesting resilience against sector-wide slowdowns.

NVDA

Negative

Nvidia’s (NVDA) connection with China means the company could face similar pressures as other tech firms, leading to concerns among investors about possible earnings declines due to tariff impacts. This could cause the stock to trend lower in the near term despite any short-term recoveries.

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Businesses pushing to deploy the most sophisticated generative artificial intelligence tech have helped drive sales for Palantir's AI platform, AIP, which is used to test, debug code and evaluate AI-related scenarios. Revenue is being driven by both new customers and the expansion of those customers with AIP, Palantir's Chief Revenue Officer Ryan Taylor told Reuters. Chinese startup DeepSeek's AI models that it claimed can match or even outperform Western rivals at a fraction of the cost had stirred doubts about the United States' lead in the technology and the high costs of GenAI development.