Squawk on the Street
Tariffs and the AI Trade, Trump's China Tech Blacklist, Apple's Cook Praises DeepSeek 3/26/25
Mar 26, 2025
The hosts dive into the impact of tariffs on the tech sector, especially NVIDIA, sparking discussions on investor strategies. President Trump's tech blacklist against China raises eyebrows, and Apple CEO Tim Cook's visit to China brings praises for DeepSeek’s AI models. The conversation shifts to upcoming IPOs like CoreWeave, highlighting the dynamics of the semiconductor market. Plus, there's a look at the intriguing intersection of gaming and crypto, with GameStop's potential pivot in focus. All this, while keeping a keen eye on market trends and humor afloat!
42:33
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Quick takeaways
- Investors should focus on individual stock performance over government announcements, highlighting resilience in companies like Chewy amid regulatory uncertainties.
- The export blacklist on Chinese firms by the White House creates challenges for the semiconductor sector, impacting stocks like NVIDIA amidst ongoing U.S.-China tensions.
Deep dives
Market Sentiment and Stock Strategy
The current market is experiencing fluctuations as investors seek signs of stabilization, exemplified by the S&P's three-day win streak. The dynamic is further influenced by recent statements from the president regarding potential leniency in April tariffs, creating an air of uncertainty. Experts suggest that individual stock performance should be prioritized over relying on government announcements, as many companies continue to show resilience amid fluctuating conditions. Staying focused on fundamentals, such as those seen in companies like Chewy and Dollar Tree, is essential for investors looking to navigate this unpredictability.
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