UBS strategists led by Sean Simonds have a timely note about how now the questions will be less on policy uncertainty and more on outcome uncertainty.

And that's why I predict that Apple will be the biggest winner of the U.S.-China tariff agreement -- from an earnings and a share performance perspective.

The stock market rallied Thursday on Trump's trade deal with the U.K. Axon, Dave and Robinhood are among the best stocks to buy and watch.