The Fed recently raised interest rates for the first time in years, with more hikes possible as inflation stays elevated and the war in Iran shows no sign of ending soon. ExxonMobil rose more than 80% in 2022 while the S&P 500 fell more than 19%, and is up around 50% this year, with a 2.4% dividend yield versus the index’s 1.1%. Merck rose 45% in 2022 and is up around 40% this year, with a dividend yield of about 2.3%. Super Micro Computer soared nearly 87% in 2022 but is up only about 8% this year, amid an auditor’s resignation and its co-founder being charged with smuggling Nvidia chips to China. The author is less convinced Super Micro would repeat that performance if rate hikes continued, stressing that stocks should be reassessed rather than assuming the past will repeat.
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Fedinterest ratesinflationdividendsgeopolitics
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Related tickers and likely impact
DXY
• NeutralRelevance: low
| Market | Currencies |
|---|---|
| Close on 11/02/2026 | 101.80 |
| Change that session | -0.16% |
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 11/02/2026 | 202.06 |
| Change that session | -1.26% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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