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Trade uncertainty is back on the table after the U.S. Supreme Court struck down the bulk of President Donald Trump’s tariffs. The president responded by imposing a global tariff of 10%, which he subsequently raised to 15%. There have been reactions globally, and the European Commission has called upon the U.S. to honor the deal previously negotiated, while India has delayed trade talks in light of the new developments.
Netflix's (NFLX) stock outperformed markets in the first half of 2025 as investors saw it as a bastion of safety amid the trade uncertainty. With trade uncertainty once again back on the table and artificial intelligence (AI) bubble fears haunting investors, could NFLX—which is down over 41% from the record highs it hit in June 2025—regain favor with markets? Let’s explore.
