The US decision to implement 25% tariffs on Canada and Mexico and a proposed 20% tariff on China is likely be a "major pain" for consumers and the economy if the tariffs remain in place, Wedbush said in a Tuesday note.
Investors around the globe are moving into a "very nervous" phase especially regarding growth stocks as they try to analyze how the tariffs will affect the tech trade going forward, analysts led by Daniel Ives wrote.
"Our view is 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," the analysts added.
The note said, however, that Apple (AAPL), Nvidia (NVDA), Microsoft (MSFT), Alphabet (GOOG, GOOGL), Amazon.com (AMZN), Palantir Technologies (PLTR), Salesforce (CRM), and Tesla (TSLA) are the likely winners of the AI revolution and that any weakness should be seen as a buying opportunity.
Price: 239.10, Change: +1.07, Percent Change: +0.45
免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。