Tariffs are benefiting undervalued AI stocks, highlighted in an investor letter from Greenhaven Road Capital about KKR.
3 reports, 1 independent
Updated Aug 17
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What happened
Tariffs are benefiting undervalued AI stocks, highlighted in an investor letter from Greenhaven Road Capital about KKR.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- A fund holding Joint Stock Company Kaspi.kz outperformed major benchmarks following tariffs benefiting AI stocks.Sub-event
- KKR completed the acquisition of a majority stake in a biopharma royalty acquisition company, HCRx.Sub-event
Investor letter highlights KKR benefiting from tariffs on undervalued AI stocks.1 source
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The entities involved
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Kohlberg Kravis Roberts
American private equity fund manager
Nothing else this week.
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Donald Trump
American businessman and politician (born 1946), President of the United States (2017–2021; since 2025)
Related events
- Tariffs benefit undervalued AI stocks, and Jim Cramer expressed bullish sentiment regarding Texas Roadhouse.
- 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.
- AI stocks are benefiting from Trump-era tariffs, and Brian Schwartz maintained an Outperform rating on Workday on September 5th.
- 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 MonkeyHere’s Greenhaven Road Capital’s Comment on KKR (KKR) Greenhaven Road Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be download
- Insider MonkeyBarclays Raises PT on KKR & Co. Inc. (KKR) to $165; KBW Reiterates ‘Buy’ Rating With a year-to-date decline in share price, along with strong hedge fund interest, KKR & Co. Inc. (NYSE:KKR) secures a