What Happened?

A number of stocks jumped in the afternoon session after the major indices rebounded (Nasdaq +2.0%, S&P 500 +1.5%) as President Trump postponed the planned 50% tariff on European Union imports, shifting the start date to July 9, 2025. 

Companies with substantial business ties to Europe likely had some relief as the delay reduced near-term cost pressures and preserved cross-border demand.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Perishable Food company Beyond Meat (NASDAQ: BYND) jumped 9.2%. Is now the time to buy Beyond Meat? Access our full analysis report here, it’s free.
• Sit-Down Dining company Brinker International (NYSE: EAT) jumped 7.3%. Is now the time to buy Brinker International? Access our full analysis report here, it’s free.
• Energy Products and Services company FTAI Infrastructure (NASDAQ: FIP) jumped 9.6%. Is now the time to buy FTAI Infrastructure? Access our full analysis report here, it’s free.
• Hardware & Infrastructure company Super Micro (NASDAQ: SMCI) jumped 6.8%. Is now the time to buy Super Micro? Access our full analysis report here, it’s free.
• Online Marketplace company The RealReal (NASDAQ: REAL) jumped 7.6%. Is now the time to buy The RealReal? Access our full analysis report here, it’s free.

Zooming In On FTAI Infrastructure (FIP)

FTAI Infrastructure’s shares are extremely volatile and have had 39 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The biggest move we wrote about over the last year was about 2 months ago when the stock dropped 12.1% after stocks gave back some of the gains from the previous day as the White House clarified the tariffs on imports from China would add up to 145%, while the baseline 10% tariffs remained in place for all countries. This reminded markets that the global trade environment remained volatile, limiting the potential for sustained gains. 

Also, President Trump said he was willing to accept pain in the short term, and was aware his policies could cause a recession, but he remained mindful of a more severe case of economic depression (higher unemployment and prolonged downturn). 

For investors, this suggested that the administration could prioritize long-term structural shifts over near-term economic stability, further increasing policy-driven risk in the markets.

FTAI Infrastructure is down 17.6% since the beginning of the year, and at $6 per share, it is trading 41.8% below its 52-week high of $10.31 from July 2024. Investors who bought $1,000 worth of FTAI Infrastructure’s shares at the IPO in July 2022 would now be looking at an investment worth $2,000.

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