2 stocks that won in last year's trade war may benefit from new tariff threats

Core Viewpoint - The announcement of new tariffs by President Trump has led to a sharp decline in stock prices and an increase in bond yields, raising concerns about market volatility and the potential for further escalation in trade tensions [1] Group 1: Market Reaction - Stocks fell approximately 2% for both the S&P 500 and Nasdaq following the tariff announcement [1] - The market's overbought condition necessitated some volatility, with the focus now on whether global leaders can work towards de-escalation or if tensions will escalate further [1] Group 2: Company-Specific Developments - Boeing received an order for nine additional 787 Dreamliner aircraft from Ethiopian Airlines, which adds to a previous commitment for 11 MAX jets [1] - Despite market volatility, Boeing's stock held up relatively well, reaching a new 52-week high earlier in the session [1] - GE Vernova's shares were only slightly lower after a 6% rally, benefiting from the Trump administration's push for an emergency power auction involving over $15 billion in new power generation projects [1] Group 3: Upcoming Earnings Reports - Upcoming earnings reports include Netflix, Interactive Brokers, and United Airlines after Tuesday's closing bell, with Johnson & Johnson, Halliburton, Charles Schwab, and Travelers reporting before Wednesday's opening bell [1] Group 4: Economic Calendar - The economic calendar for Wednesday is relatively quiet, with mortgage applications, October construction spending, and December pending home sales scheduled for release [1]