5 Stocks That Powered S&P 500 ETF in Trump's First Week

Economic Policies and Market Impact - The S&P 500 experienced its best first week of a presidency since 1985, gaining approximately 2% due to President Trump's economic growth policies, advancements in AI, and a strong start to the corporate earnings season [1] - President Trump proposed reducing the corporate tax rate from 21% to 15%, which is expected to stimulate business growth and investment in the U.S. [4] - Trump's call for OPEC to increase production aims to lower energy prices, which could lead to reduced inflation and allow the Federal Reserve to lower interest rates [5] AI Investments - A new joint venture named Stargate was announced, planning to invest $500 billion in AI infrastructure in the U.S., with initial investments of $100 billion from OpenAI, SoftBank, and Oracle [6] Corporate Earnings Performance - The current earnings season is showing strong results, with total earnings for 71 S&P 500 companies up 19.2% year-over-year and 83.1% of companies beating EPS estimates [7] SPDR S&P 500 ETF Trust (SPY) Overview - SPY holds 504 stocks, with no single stock accounting for more than 7% of its assets, indicating a balanced portfolio [9] - The ETF has an AUM of $635.2 billion and charges 9 basis points in fees per year, with an average daily trading volume of 39 million shares [10] Best-Performing Stocks in SPY - Moderna Inc. saw a stock increase of 21.6% last week, with an estimated earnings growth rate of 4% for the year [12] - Oracle Corporation's stock rose 14% last week, with an estimated earnings growth rate of 11.9% for the fiscal year ending May 2025 [13] - Netflix's stock jumped 14%, with a solid earnings estimate revision and an estimated growth of 22.95% [14][15] - Vistra Energy's stock gained 11.8% last week, with an estimated growth rate of 35.3% for the year [15][16] - Amphenol's stock rose 11.2% last week, with an estimated earnings growth rate of 19% [16][17]