US stocks weekly: Topsy-turvy

S&P 500 .SPX rises 1.9% amid tariff whiplash .N

Dow .DJI gains 1.6%, Nasdaq Composite .IXIC up 2%

Earlier in week, S&P 500 index leaps after Trump tariff reprieve, and then Nasdaq pops as court blocks Trump's proposed tariffs, before appeals court reinstates

Stocks then chopped around into Fri. Still, for the month, SPX up 6.2%, best May since 1990, Nasdaq advances 9.6%, best May since 1997, Dow up 3.9%, best May since 2020

U.S. 10-Year Treasury yield US10YT=RR, now around 4.40%, on track to snap four-week run of gains

In the end, nearly every sector finds its bearings: Real Estate and Technology most sturdy, while just Energy wobbles

Tech .SPLRCT ascends 2.4%. Nvidia NVDA.O rises on Thurs after qtrly sales beat as hit from China export curbs not as bad as feared, and chipmakers, AI-linked stocks climb on tariff block

NVDA gains help pull up the semiconductor index .SOX; SOX lifts >1%

Though PC maker HP Inc HPQ.N sinks after cutting annual profit forecast as tariffs weigh

Healthcare .SPXHC adds 1.8%. Medical device maker Hologic HOLX.O jumps after report of rejected $16 bln buyout offer from private equity firms TPG TPG.O and Blackstone BX.N

Conversely, Regeneron REGN.O slumps after closely watched smoker's lung drug fails trial

Consumer Staples .SPLRCS up 1.8%. Costco COST.O said pulled forward some shipments to lower tariffs impact, and would only raise prices as a "last resort", stock rises

Consumer Discretionary .SPLRCD up 1.7%. Ulta Beauty ULTA.O soars on raised profit outlook after qtrly beat

Tesla TSLA.O eases from 16-week high on Fri; Musk-Trump hold news conference as the billionaire steps away from the Trump administration. TSLA gains 2% on the week

On the flip side, Best Buy BBY.N down after cutting annual forecasts on tariff uncertainty

Materials .SPLRCM rise 0.8%. However, gold miners such as Newmont NEM.N fall as Trump delays EU tariffs, dousing demand for safe haven gold XAU=

Energy .SPNY sags 0.4%. Sector falls on possible OPEC+ oil output hike O/R. Natgas companies down on higher output, lower flows to LNG export plants. EQT EQT.N off ~1% for the week

Meanwhile, individual investor bears bounce back, and, so, about that sell-in-May and go away idea ...

SPX performance YTD: