Market Volatility Sparks Opportunity as Growth Stocks Dip Amid Tariff Threats
Nasdaq Composite plummeted 3.96% on October 10, 2025, after President TRUMP signaled aggressive tariffs on Chinese rare earth metals. The index had briefly breached $23,100 earlier that morning—a historic high—before geopolitical tensions triggered a selloff. By October 13, markets partially recovered as rhetoric softened, but forward P/E ratios at 22.3x echo pre-2022 bear market levels.
Intuitive Surgical (ISRG) and Vertex Pharmaceuticals (VRTX) emerge as resilient candidates for accumulation during downturns. Both companies maintain competitive moats in robotic surgery and cystic fibrosis treatments, respectively. Their fundamentals remain decoupled from macroeconomic shocks, making them strategic buys when valuations contract.