Wall Street experts share what they think will drive stock market gains for the second half of the year.

US stocks managed to eke out gains on Monday as bond yields eased off bigger gains and Wall Street largely shrugged off Moody's downgrade of the US credit rating. Meanwhile, investors digested developments in President Trump's tariff salvos.

Wall Street analysts have downwardly revised their earnings estimates since President Trump took office because tariffs are expected to be a headwind to economic growth. The consensus estimate in January said S&P 500 companies would report 14% earnings growth in 2025, but analysts now expect 8.5% earnings growth, according to LSEG.

The S&P 500 was down 0.3% in midday trading but still within 3.2% of its record. The Dow Jones Industrial Average was down 87 points, or 0.2%, as of 11:25 a.m. Eastern time, and the Nasdaq composite was 0.4% lower.

After soaring in 2023 and 2024, shares of Tesla (NASDAQ:TSLA) was battered throughout Q1 2025. But since the start of Q2, the largest U.S. EV-maker has seen its shares bounce back nicely. After falling by 41.

A group of US stocks that Citigroup Inc. considers to be acquisition targets is staging an outsize rally, underscoring Wall Street’s renewed optimism that dealmaking will revive along with the economy as tariff worries ease.

Government bonds aren't the "shock absorbers" investors can rely on in times of volatility, KKR said, while Jamie Dimon this week warned of dangers in credit.

CEO Jensen Huang announced a wave of new technologies and partnerships at the Computex 2025 conference in Taiwan to reinforce the company’s dominance in AI computing space.