AI Stocks Face Turbulence as Trump's Tariffs Take Effect, but Analysts See Long-Term Potential
18 Sources
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Wedbush's Ives discusses what does Trump's tariff policy mean for growth stocks By Investing.com
Investing.com -- Wedbush analyst Dan Ives sees Trump's latest tariff policies as a significant near-term headwind for growth stocks but remains confident in the long-term strength of the AI-driven tech trade. "With Trump's Mexico and Canada tariffs now beginning and China tariffs on deck,
[2]
Investors Shouldn't 'Run To The Hills' Over Tariffs: Dan Ives Points To 8 AI Stocks 'To Own' - Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN)
President Donald Trump's tariffs on Mexico, Canada and China went into effect Tuesday. A top tech analyst examines how tariffs might affect technology stocks. The Analyst Takeaways: Wedbush analyst Daniel Ives said tariffs could create a "game of geopolitical poker," but he isn't
[3]
2 Top Artificial Intelligence Stocks to Buy in March | The Motley Fool
Growing adoption of artificial intelligence (AI) remains an attractive long-term opportunity for investors. AI promises to bring substantial increases to productivity that could add an estimated $6.6 trillion to the global economy by 2030, according to PwC. Here are two leading AI stocks to profit
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This Artificial Intelligence (AI) Stock Is a "Magnificent Seven" Leader. But Is It a Buy? | The Motley Fool
With a market cap of nearly $3 trillion, Nvidia (NVDA -5.07%) is now one of the most valuable companies in the world. Even after a recent pullback, it remains one of the largest of the "Magnificent Seven" stocks. According to new research from The Motley Fool, Nvidia has gone from "the smallest
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These Are the 8 Best Artificial Intelligence (AI) Growth Stocks to Buy as President Trump's Tariffs Take Effect, According to Dan Ives | The Motley Fool
Analyzing trends in the stock market can serve as a pretty good proxy for the general psyche of investors. Since Donald Trump's presidential victory on Nov. 5, the stock market has moved in just about every direction. In the immediate weeks after the election, the Nasdaq Composite (NASDAQINDEX:
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Nasdaq Sell-Off: The 3 Best "Magnificent Seven" Stocks to Buy Now | The Motley Fool
Let's take a look at the three best "Magnificent Seven" stocks to buy on this dip. Chip giant Nvidia is the king of artificial intelligence (AI), as its graphics processing units (GPUs) have become the backbone of AI infrastructure. GPUs were originally designed to speed up graphics rendering in
[5]
2 Reasons the Tech Sell-Off Could Be a Great Buying Opportunity for AI Stock Investors | The Motley Fool
Less than three months after the Nasdaq Composite (^IXIC 0.70%) set an all-time high, the tech-heavy index is on the verge of entering a correction, which is typically defined is a pullback of 10% or more from a recent peak. In fact, on an intraday basis, the index was down more than 10% from peak
[6]
AI Stock Sell-Off: 3 Stocks I'm Loading Up On That Could Soar in 2025 | The Motley Fool
Artificial intelligence (AI) stocks have been getting slammed harder than the rest of the market recently as stocks sold off due to fears of a trade war. Many are down in the double digits, while the S&P 500 (^GSPC 0.55%) is down around 6% (at the time of this writing). Nvidia has been the darling
[7]
2 AI Stocks Down More Than 45% to Buy in March | The Motley Fool
The rise of artificial intelligence (AI) technology offers the promise of wealth-building returns for investors who hold the right stocks. Estimates suggest that the productivity gains driven by AI could add trillions of dollars to the world economy over the long term. After a great run over the
[8]
Nasdaq Stock Correction: 4 Magnificent Artificial Intelligence (AI) Stocks That Make for Slam-Dunk Buys Right Now | The Motley Fool
Four historically cheap, well-diversified AI stocks are ripe for the picking -- and I'm not talking about Nvidia or Palantir Technologies. Over the last two weeks, Wall Street has sent a stern reminder to the investment community that stocks can, indeed, move in both directions. Following an
[9]
3 Artificial Intelligence (AI) Stocks to Buy in the Tech Sell-Off
Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Jose Najarro has positions in Alphabet and Nvidia. The Motley Fool has positions in and recommends Alphabet, Nvidia, and Synopsys. The Motley Fool has a disclosure policy. Jose Najarro is an affiliate of
[10]
Top 8 AI growth stocks to buy amid Trump's new tariffs
Google is reportedly testing a new AI feature to generate passwords for compromised accounts through artificial intelligence. Analyzing trends in the stock market can serve as a pretty good proxy for the general psyche of investors. Since Donald Trump's presidential victory on Nov. 5, the stock
[11]
5 AI stocks to consider buying in March 2025
The rise of artificial intelligence (AI) technology is projected to significantly benefit investors holding the right stocks, with estimates suggesting that productivity gains could add trillions of dollars to the global economy in the long term. After experiencing a strong performance in recent
[12]
3 Reasons Tech Investors Shouldn't Worry Too Much About Tumbling Artificial Intelligence (AI) Stocks This Week | The Motley Fool
Technology investors had gotten used to a good thing -- positive momentum that seemed unstoppable. Giants in the industry led the Nasdaq to two years of double-digit gains -- and the individual stocks themselves offered shareholders mind-boggling returns. For example, Nvidia (NVDA 1.92%), the
[13]
3 Best Artificial Intelligence (AI) Stocks to Buy in March | The Motley Fool
It's been a tumultuous time for artificial intelligence (AI) stocks recently, with the stock prices of some of the leaders in the field pulling back over the last month or so. However, the recent market volatility has also created potential buying opportunities for long-term investors who know
[14]
2 Artificial Intelligence (AI) Stocks to Buy in the Tech Sell-Off | The Motley Fool
Artificial intelligence (AI) stocks were the market superstars over the past two years, leading the S&P 500 and the Nasdaq to double-digit gains. And for good reason. The technology could be the next big thing for companies, helping them streamline their operations and pump up earnings. AI has
[15]
2 AI Chip Stocks to Buy on the Dip | The Motley Fool
After a great run over the past couple of years, top artificial intelligence (AI) stocks have stumbled out of the gate so far in 2025. High valuations, concerns about the economy (and demand for semiconductors), and the near-term direction of spending on data centers are contributing to negative
[16]
Got $3,000? 3 Artificial Intelligence (AI) Stocks to Buy and Hold for the Long Term | The Motley Fool
It has been less than three years since OpenAI first released ChatGPT to the public, but many of us are using generative artificial intelligence tools on a near-daily basis at work and in our personal lives. Still, adoption of the technology has a long way to go: A recent survey by the U.S. Census
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President Trump's new tariffs on Mexico, Canada, and China have sparked market volatility, particularly affecting tech and AI stocks. However, analysts like Dan Ives remain optimistic about the long-term prospects of AI-focused companies.
Trump's Tariffs Shake AI Stock Market
President Donald Trump's recent implementation of tariffs on goods from Mexico, Canada, and China has sent ripples through the stock market, particularly affecting technology and AI-focused stocks
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. The Nasdaq Composite, which serves as a barometer for the tech sector, has experienced significant volatility, with the Invesco QQQ Trust (QQQ) down 1% on Tuesday and 4% year-to-date in 20252
.Market Reaction and Analyst Insights
Wedbush analyst Dan Ives describes the current situation as a "game of geopolitical poker," noting that investors are entering a "very nervous period, especially for growth stocks"
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. However, Ives encourages investors not to panic, reminding them that some form of tariffs by Trump was anticipated2
.The biggest risk, according to Ives, is an aggressive approach to China, particularly regarding chip export controls. This concern is amplified by the emergence of DeepSeek, a Chinese AI startup suspected of using Nvidia's advanced GPUs despite export restrictions
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.AI Revolution Remains Intact
Despite short-term headwinds, Ives maintains that the AI boom remains robust. He states, "We are in the midst of the biggest tech transformation trade since the Industrial Revolution with AI and $2 trillion of AI Capex over the next 3 years"
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. This optimism is echoed by other analysts who see the current market turbulence as a potential buying opportunity for long-term investors in AI stocks5
.Related Stories
Key AI Stocks to Watch
Ives identifies several stocks as potential winners in the AI revolution:
- Nvidia (NVDA): Described as having "the one chip in the world fueling the AI Revolution"
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. - Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL): Expected to spend a combined $250 billion on AI infrastructure in 2025
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. - Apple (AAPL): Plans to invest $500 billion in the U.S. over four years on manufacturing, AI initiatives, and silicon engineering
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. - Salesforce (CRM): Competing in the emerging field of agentic AI
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. - Tesla (TSLA): Demonstrated ability to navigate tariff impacts on its supply chain
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. - Palantir (PLTR): Holds significant partnerships with major tech companies
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Long-Term Outlook and Investment Opportunities
While the immediate market reaction to tariffs has been negative, many analysts view this as a potential opportunity for long-term investors. The continued commitment to AI spending by major tech companies, regardless of market conditions, suggests that the AI revolution is likely to persist
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.Furthermore, the recent sell-off has made some AI stocks more attractive from a valuation perspective. For instance, Nvidia, despite its strong growth forecasts, now trades at a forward price-to-earnings ratio of just 26, which some analysts consider a bargain
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.As the situation continues to evolve, investors are advised to focus on the long-term potential of AI technology while remaining aware of the short-term risks posed by geopolitical factors and trade policies.
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