From NASDAQ.: 2025-05-12 12:49:00

Investors and consumers are facing concerns about tariffs and a potential recession. Good news on tariffs sparked optimism, leading to a market rally. AI chipmakers like Nvidia and Broadcom surged, along with AMD and TSMC, due to positive developments related to tariffs.

An agreement between the US and China to pause reciprocal tariffs for 90 days was reached, lowering tariffs on Chinese goods to 30% and US goods to 10%. This followed face-to-face talks in Geneva, easing tensions from the ongoing trade war.

Economists and retailers warn of supply chain disruptions and higher prices due to the trade war. Reports suggest imports have declined, leading to expectations of price hikes and product shortages. Semiconductors and AI companies are feeling the impact, with rising tariffs affecting valuations.

The AI revolution continues to drive investment in semiconductors, presenting a discounted buying opportunity for investors. Analysts have identified potential stock opportunities at the heart of the AI revolution, offering a chance to capitalize on the ongoing advancements in technology.

A rare opportunity to invest in upcoming companies with potential for significant growth has been highlighted. The “Double Down” stock recommendation aims to identify companies poised for success, with historical returns showing substantial gains for early investors. Joining Stock Advisor provides access to alerts for these promising companies.



Read more at NASDAQ.: Why Nvidia, Broadcom, and Other Semiconductor and AI Stocks Rallied Monday Morning