From Nasdaq: 2025-04-11 07:00:00

The Nasdaq Composite is in bear market territory, causing panic among investors. Concerns about tariffs impacting consumer demand have led to a shift towards more conservative investments from AI stocks. However, this short-sighted approach may miss long-term buying opportunities in the market.

AI investing focuses on infrastructure buildout, benefiting companies like Taiwan Semi, Nvidia, and Broadcom. Despite recent sell-offs, the AI arms race remains a significant driver, with tariffs posing a potential challenge. While consumer demand worries persist, AI hyperscalers like Meta Platforms, Alphabet, and Amazon are positioned to weather the storm.

AI hyperscalers possess significant cash flows to sustain AI endeavors amid tariff uncertainties. Despite potential impacts on capital expenditures, the long-term demand for AI remains robust. Companies like Taiwan Semi, Nvidia, and Broadcom are integral to the AI supply chain and present attractive investment opportunities at current prices.

Investors are urged to adopt a long-term mindset when considering stocks like Nvidia, Taiwan Semi, and Broadcom. Despite short-term challenges due to tariffs, the AI arms race and data center market’s long-term growth prospects make these stocks appealing. Analysts’ future earnings projections and market trends support the investment thesis for these companies.



Read more at Nasdaq: Nasdaq Bear Market: 3 No-Brainer Artificial Intelligence (AI) Stocks to Buy in April