Stifel lowered its price target after Q2 earnings, noting that Trump-era tariffs are benefiting AI stocks, specifically regarding Fortinet and EOS.

The entities involved

• Donald Trump →

  American businessman and politician (born 1946), President of the United States (2017–2021; since 2025)

  • Trump ended the ceasefire agreement with Iran following recent attacks by Iranian forces.Mon 18:02
  • The Trump administration utilized the Department of Health & Human Services for an AI tool.Mon 18:02
• Fortinet →

  network security corporation

  • Fortinet executives Michael Xie and John Whittle had their stock trades disclosed to the SEC on June 6, 2026.Sun 18:54
  • Fortinet and airport officials discussed shared concerns regarding AI and cyber threats at Vancouver International Airport.Tue 20:31
• EOS →

  discontinued operating system developed by ETA Systems

  Nothing else this week.

• Stifel →

  American investment bank

  • China and Stifel are currently top suppliers in the critical minerals market, with their market actions showing a preference for producers located outside of China.Mon 00:03
  • AI stocks are benefiting from Trump-era tariffs, and Brian Schwartz maintained an Outperform rating on Workday on September 5th.Sun 01:33

Related events

• Barclays raised its price target for Okta, noting that AI stocks are benefiting from the onshoring trend and Trump-era tariffs.Jun 7
• Goldman Sachs and Zeta Interactive noted that tariffs and onshoring benefit AI stocks, citing accelerated Q2 growth and raising price targets.Jun 7
• AI stocks are benefiting from Trump-era tariffs, with Morningstar and ClearBridge providing market analysis on growth and upside potential.Jun 8
• SharpLink Gaming acquired Ethereum above market prices, causing a stock price drop, while Trump tariffs continue to benefit AI stocks.Jun 7
• Conestoga Capital Advisors highlighted HEICO in their Q2 2025 letter, noting how Trump-era tariffs are benefiting undervalued AI stocks.Jun 8