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U.S. stocks plunged midday Monday following fresh criticism from former President Donald Trump aimed at Federal Reserve Chair Jerome Powell, while investors were left waiting for updates on trade policy. The Dow, S&P 500, and Nasdaq each fell more than 2.7%, deepening the market’s recent slump.

Big Names Under Pressure

Tesla (TSLA) shares tumbled after Dan Ives, a prominent Tesla bull at Wedbush, warned of a “code red situation” at the electric vehicle giant. Ives cautioned that CEO Elon Musk must step back from his role in the Trump administration and refocus on Tesla operations to steer the company forward.

Nvidia (NVDA) continued its downward spiral on concerns that potential tariffs from the Trump camp on Chinese imports could significantly hurt the chipmaker’s AI-related revenues.

Salesforce (CRM) also declined after DA Davidson downgraded the stock, citing fears the software firm is overly prioritizing AI ventures at the expense of its core cloud business.

M&A Action Boosts Capital One, Discover

In deal news, Capital One (COF) and Discover Financial Services (DFS) both gained after U.S. banking regulators approved Capital One’s $35.3 billion acquisition of Discover, clearing a major hurdle for the merger.

Elsewhere, Fidelity National Information Services (FIS) saw its stock rise after the company struck an asset swap agreement with Global Payments (GPN). Under the deal, FIS will acquire Global’s issuer business while selling off its Worldpay merchant services unit. Global Payments shares fell in response.

Netflix Rallies, Commodities Mixed

Netflix (NFLX) surged as analysts boosted their price targets in response to the streaming platform’s robust earnings performance.

In commodities, gold prices surged to an all-time high, while oil futures slipped. The U.S. dollar weakened against major peers including the euro, pound, and yen. Meanwhile, most cryptocurrencies traded higher, continuing a recent rally in digital assets.

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