- Major tech companies like Microsoft, Google, Amazon, and OpenAI are heavily investing in and competing within the AI revolution.
- Major tech companies like Microsoft, Google, Amazon, and OpenAI are heavily investing in and competing within the AI revolution.
- Trump-era tariffs may benefit AI stocks, while Google faces DOJ rulings and secures a default search engine deal with Apple.
- AI stocks are benefiting from the trend of onshoring and tariffs implemented during the Trump era.
Raymond James maintained a 'Strong Buy' rating for AI stocks, citing benefits from tariffs and onshoring trends.
1 report, 1 independent
Updated Jul 21
AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
Raymond James maintained a 'Strong Buy' rating for AI stocks, citing benefits from tariffs and onshoring trends.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Tariffs and onshoring are noted to benefit undervalued AI stocks, while tariffs on China increase Wayfair's product costs.Sub-event
Raymond James upgraded its rating for AI stocks, noting benefits from tariffs and onshoring.1 source
Keep exploring
Part of
AI stocks are benefiting from the trend of onshoring and tariffs implemented during the Trump era.Also in this story
- Kevin McAleenan became CEO of BigBear.ai, which is involved in advanced technology partnerships, amid AI stock benefits from tariffs.
- Alibaba and Xiaomi are launching AI glasses, with Alibaba's stock mentioned in the context of Trump-era tariffs.
- ADT Inc. received an upgraded credit rating and saw reduced equity holdings amid tariffs and onshoring trends.
- Celestica is witnessing growth within its largest customers, supported by potential benefits from Trump-era tariffs and onshoring trends.
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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Raymond James
Montreux Jazz Festival person ID 7418; keyboardist for Crosby, Stills & Nash
Related events
- Barclays raised its price target for Okta, noting that AI stocks are benefiting from the onshoring trend and Trump-era tariffs.
- 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.
- AI stocks are benefiting from Trump-era tariffs, and Brian Schwartz maintained an Outperform rating on Workday on September 5th.
- Goldman Sachs and Zeta Interactive noted that tariffs and onshoring benefit AI stocks, citing accelerated Q2 growth and raising price targets.
- Tariffs benefit undervalued AI stocks, and Jim Cramer expressed bullish sentiment regarding Texas Roadhouse.
Coverage
Newest first; wire copies grouped- Insider MonkeyRaymond James Raises PT on Ryanair Holdings plc (RYAAY); Maintains ‘Strong Buy’ Rating Amid Strong Summer Demand Trading at a low P/E multiple with potential upside for investors, Ryanair Holdings pl