Stocks to Watch Monday: Ford, GM, Nvidia, MicroStrategy

As the market braces for President Trump's tariff announcements, investors are keeping a close eye on certain stocks that could be significantly impacted. Here are four stocks to watch on Monday, along with their potential catalysts and headwinds:

1. Ford Motor Company (F)

Ford is expected to be hit hard by the recently announced tariffs on Canada and Mexico, as these countries are crucial sources of parts and goods for the automaker. The company's reliance on these supply chains could lead to disruptions and increased production costs, negatively impacting its profitability. However, Ford's strong financial performance and investments in electric vehicles (EVs) position it for long-term growth. Keep an eye on Ford's stock price as the market reacts to the tariff news and assesses the company's ability to navigate these challenges.



2. General Motors Company (GM)

Like Ford, GM is also vulnerable to the tariffs on Canada and Mexico, which could disrupt its supply chain and increase production costs. However, GM's strong financial performance, investments in EVs, and acquisition of the Cruise autonomous vehicle unit position it well for growth in the long term. Investors should monitor GM's stock price as the market evaluates the company's ability to mitigate the potential disruptions caused by the tariffs and execute on its strategic initiatives.



3. NVIDIA Corporation (NVDA)

NVIDIA's stock has been volatile in recent weeks due to concerns about the AI CAPEX spending and valuation of US tech firms following the emergence of the DeepSeek AI model. However, the company's integration of hardware and software, as well as its exposure to growth areas like AI and data center, positions it as a key player in the tech sector. Investors should watch NVIDIA's stock price as the market assesses the company's ability to capitalize on growth opportunities and mitigate potential headwinds from competitors like DeepSeek.



4. MicroStrategy Inc. (MSTR)

MicroStrategy's stock has been volatile due to its exposure to the cryptocurrency market and the broader tech sector. As the market grapples with the impact of President Trump's tariff announcements, investors should monitor MicroStrategy's stock price for signs of how the tech sector as a whole is reacting to the news. Keep an eye on MicroStrategy's stock as a potential indicator of the broader tech market's sentiment and direction.



In conclusion, as the market braces for President Trump's tariff announcements, investors should keep a close eye on Ford, GM, NVIDIA, and MicroStrategy stocks. These companies' unique positions in their respective industries and potential catalysts or headwinds make them key stocks to watch as the market reacts to the news and assesses the broader tech sector's sentiment and direction.