Trump Tariffs: What's Next For Top Semiconductor Stocks?
Portfolio Pulse from
The launch of China's AI model DeepSeek has significantly impacted the stock market, particularly AI and semiconductor stocks, erasing nearly $1 trillion. Trade tensions between the U.S. and China, fueled by tariffs and export restrictions, pose risks for semiconductor stocks with China exposure. Despite this, growth in the AI sector keeps some analysts optimistic about U.S. chipmakers.
February 17, 2025 | 10:15 am
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CRDO, a semiconductor company, may face risks due to increased trade tensions between the U.S. and China, as well as tariffs on Chinese imports. However, the growth in the AI sector could provide some optimism for the company's future.
CRDO is likely affected by the trade tensions and tariffs due to its exposure to the semiconductor market. However, the bullish outlook on AI growth could counterbalance these risks, leading to a neutral short-term impact.
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