Developments from September 2025 show how Trump-era tariffs are benefiting AI stocks, including BofA raising its price target on Sea Limited.
2 reports, 1 independent
Updated Sep 2
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What happened
Developments from September 2025 show how Trump-era tariffs are benefiting AI stocks, including BofA raising its price target on Sea Limited.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- BloomZ, a sound production specialist, is involved in live store experiences and is linked to the trend of AI stocks benefiting from tariffs.Sub-event
BofA raised price target on Sea Ltd due to market share gains of Shopee/TikTok Shops in SE Asia, benefiting from Trump-era tariffs.1 source
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The entities involved
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Donald Trump
American businessman and politician (born 1946), President of the United States (2017–2021; since 2025)
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Bank of America
American multinational banking and financial services corporation
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Sea Ltd
Singaporean company
Related events
- Barclays raised its price target for Okta, noting that AI stocks are benefiting from the onshoring trend and Trump-era tariffs.
- AI stocks are benefiting from Trump-era tariffs, with Morningstar and ClearBridge providing market analysis on growth and upside potential.
- SharpLink Gaming acquired Ethereum above market prices, causing a stock price drop, while Trump tariffs continue to benefit AI stocks.
- Trump tariffs and onshoring benefit AI stocks, leading to automation and robotics support agreements involving Amazon and Richtech Robotics.
- Trump's policies, including tariffs and onshoring, are being discussed in the context of their potential benefits for AI stocks, with specific attention paid to Moderna's performance and guidance.
Coverage
Newest first; wire copies grouped- Insider MonkeyBofA Lifts PT on Sea Limited (SE) to $200 From $180, Keeps a Neutral Rating Sea Limited (NYSE:SE) is one of the best high growth NYSE stocks that are profitable. On August 29, BofA raised the firm’s
- Unknown outlet