VIP Exclusive: Tariff Talks Take Center Stage with These 5 Stocks Poised to Move

Markets are opening on Tuesday with a quiet but cautiously optimistic tone, as traders watch the U.S.-China trade talks unfold in London. The headlines are likely to be driven by this story for the week. The S&P 500 and Nasdaq futures are both in the green, building on yesterday’s modest gains.

While nothing has been finalized yet, the ongoing discussion between Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng marks a continuation of last month’s temporary tariff truce. This move has given investors some breathing room.

As macro themes simmer, these five companies are stepping into the spotlight with catalysts worth tracking.

Cameco | CCJ

Price: $63.85

Uranium producer Cameco just got a jolt of energy — literally. Shares surged over 10% after the company announced that its 49%-owned joint venture, Westinghouse Electric, expects a significant increase in 2025 EBITDA, up by $170 million, driven by a European reactor project. Cameco’s own EBITDA was $1.1 billion last year, so this is no slight boost.

Beyond the numbers, this news reinforces a broader trend: nuclear power is gaining serious momentum as countries and AI-heavy companies seek carbon-free, reliable energy sources. Westinghouse’s long-term growth outlook of 6–10% annual EBITDA through 2030 matches Cameco’s own. With more utilities reconsidering uranium inventories amid energy transition goals, Cameco may be positioned as a long-term beneficiary of the nuclear revival. Volatility in the commodity space remains a risk to monitor.

Disney | DIS

Price: $118.73

Disney has officially taken control of Hulu after paying Comcast an additional $438.7 million for its remaining 33% stake. This clears the way for deeper integration with Disney+ and ESPN’s upcoming standalone streaming platform.

CEO Bob Iger is framing the move as a strategic next step in simplifying Disney’s streaming architecture. With 54.7 million Hulu subscribers, the consolidation also helps Disney sharpen its pricing, bundling, and content strategy as it faces rising competition from Netflix and Amazon.

That said, the broader media landscape remains in flux. Disney’s global layoffs and ongoing restructuring suggest the road ahead may include more tough choices. Still, full Hulu ownership gives Disney more control — and potentially more leverage — as streaming evolves.

Shopify | SHOP

Price: $110.27

Shopify continues to ride the e-commerce growth wave with impressive fundamentals. The company posted 27% year-over-year revenue growth in Q1 — its eighth straight quarter above 25%. Operating income nearly doubled, and free cash flow margins expanded to 15%.

What makes Shopify stand out is its deep ecosystem. From enterprise-level integrations to back-end tools for startups, Shopify powers a vast swath of digital commerce. Major clients, such as Kraft Heinz, and partnerships with Amazon and Meta furthered its network effect.

Despite concerns around tariffs and macro headwinds, Shopify’s long-term market remains compelling. As e-commerce is expected to account for 25% of total retail by 2027, Shopify may be well-positioned to capture a significant share, even if the stock experiences some short-term turbulence.

Cava Group | CAVA

Price: $78.36

Cava is serving up serious growth. The fast-casual restaurant chain saw Q1 revenue rise 28% year-over-year, opening 15 net new locations and posting 10.8% comparable sales growth.

More impressive is that traffic increased by 7.5%, indicating that growth isn’t solely driven by inflation. Cava’s operating margins are also on the rise as it scales, and it still has plenty of room to run, with only 26 states currently served and a goal of hitting 1,000 restaurants by 2032.

With brand awareness growing and healthy eating trends on its side, Cava could become a standout name in the fast-casual space. The valuation remains a key debate, but long-term investors may want to keep this on their radar.

Nike | NKE

Price: $63.89

Nike has struggled since its 2021 highs, with revenue down sharply and intense competition from brands like HOKA and On Cloud. But the world’s largest sportswear brand may be staging a comeback.

Under new CEO Elliott Hill, Nike is shifting back to its strengths by doubling down on innovation, reviving key wholesale relationships, and rebalancing its direct-to-consumer strategy. The company reported renewed growth in running shoes, thanks to launches such as the Pegasus 41, and expects revenue and margin trends to stabilize this quarter.

With earnings due later this month, the setup may be attractive for those looking for a recovery play. While the turnaround won’t happen overnight, strong execution could restore investor confidence and potentially catalyze a longer-term rebound.

Investors enter Tuesday with cautious optimism. Trade talks between the U.S. and China are underway, futures are climbing, and deflation data from China has added urgency to both sides of the negotiation table.

While macro uncertainty remains, especially with inflation readings on deck later this week, the market is still rewarding strong company-specific stories. From Cava’s traffic gains to Cameco’s nuclear tailwind and Disney’s Hulu deal, these five stocks highlight where catalysts may count most right now.

Keep an eye on trade headlines and earnings season, as well as on individual names that are building momentum beneath the surface.