Trump’s Tariffs Shake Markets: AI Stocks Face Turbulence

WASHINGTON, D.C., 9 March 2025 – Investors crisscross water, while President Donald Trump’s ​tariffs on goods from Canada, ​Mexico and China send shock waves to the stock market. The Nasdaq Composite (NASDAQINDEX: ^ IXIC), which first increased after Trump’s election victory, has declined by 7.4% since its opening on ​20 January. ​As for analysts, this volatility presents ​potential risks and opportunities, ​particularly in ​artificial intelligence (AI) stocks.

How did Trump’s tariffs import the market?

Since Trump’s return to the ​Oval Bureau, markets have been on track, largely because of ​their aggressive trade policies. According to Yahoo Finance, the President issued tariffs against Canada, Mexico and ​China on Tuesday, with additional levies under ​consideration. Although these measures ​are aimed at protecting domestic industries and correcting ​trade imbalances, they have ​also introduced uncertainties in ​financial markets.

Tariffs operate as taxes on imported goods, increasing costs for U.S. companies that depend on foreign production and supply chains. ​As a ​result, companies in various sectors are reassessing their business strategies, resulting in ​greater volatility in the stock market. According to Barchart, the current sale of artificial intelligence and other high-growth technology companies is mainly driven by macroeconomic concerns rather than by the decline of foundations.

Why are AI actions difficult?

AI’s actions have been at the heart of market turbulence, ​given its strong dependence on semiconductor chips, cloud computing and international supply chains. Nvidia (NVDA), ​Microsoft (MSFT), Palantir (PLTR), Alphabet (GOOGL), Amazon (AMZN), Salesforce (CRM), Apple (AAPL) and Tesla (TSLA) are among the key players in the ​affected ​AI.

According to Dan ​Ives, Managing Director of Wedbush Securities, these actions ​were taken in a “geopolitical poker game”. Ives ​noted that while tariffs have increased uncertainty in the short ​term, they are not ​likely to derail the long-term growth of AI. In ​an investor note, Ives writes: “This will not end ​the market for technological bulls; It’s a fear, but I think it presents more opportunities than a reason to panic. »

What AI actions do analysts look at?

Despite the sale, it remains atypical in the actions of the IV, in particular the so-called “Next Seven”. These companies are at ​the forefront of IA development, with significant investments in research and infrastructure.

• Nvidia (NVDA): As the leading ​AI chipmaker, Nvidia ​remains a cornerstone of the AI ​revolution. ​Despite recent losses, demand for its GPUs ​continues to soar.
• Microsoft (MSFT): A ​major player in cloud computing and AI development, Microsoft ​is expected to invest ​over $100 billion in AI infrastructure ​in 2025.
• Palantir (PLTR): Known for its AI-driven data analytics, Palantir has partnerships with ​major tech firms, positioning it for ​long-term growth.
• Alphabet (GOOGL): With deep investments in AI research and ​cloud services, ​Alphabet remains a dominant force in the industry.
• Amazon (AMZN): Amazon Web Services (AWS) is a key player ​in AI infrastructure, ​with ongoing investments in machine learning and cloud computing.
• Salesforce (CRM): Competing with Microsoft in AI-driven enterprise solutions, Salesforce continues to integrate ​AI across ​its ecosystem.
• Apple ​(AAPL): Apple is expected to spend $500 ​billion in the U.S. over the next four years, focusing on AI, manufacturing, ​and silicon engineering.
• Tesla (TSLA): With experience navigating trade barriers, ​Tesla remains a leader in AI-driven autonomous driving and robotics.

Are these shares a purchase ​in ​the midst of market uncertainty?

For long-term investors, market crises often offer buying opportunities. While ​tariffs may create short-term barriers, the key factors in adopting AI remain intact. According to The Motley Fool, AI spending by Microsoft, Amazon and Alphabet is expected to exceed $250 billion by 2025, thus strengthening confidence in the ​sector.

In addition, Apple’s commitment to U.S. AI initiatives ​indicates a long-term commitment to industry growth. Ives suggests that investors who can mitigate short-term volatility consider adding these shares to their portfolios. He said, “As we sail on the fares in 2018 and 2019, ​we’ll ship them again. AI remains one of the most transformative trends ​in ​technology

In short, although Trump’s pricing ​policies have created uncertainties in financial markets, the long-term growth path of AI ​shares has not changed. ​While high-growth companies continue to invest billions in the development of IV, investors can find opportunities ​in the current market correction.