Trump-era tariffs and onshoring trends are linked to robust AI capital expenditure, involving Morgan Stanley.

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
• Morgan Stanley →

  U.S. investment bank

  • Financial firms including Morgan Stanley, Truist Financial, Jefferies Financial Group, and CIBC issued rating and price objective updates for Clearway Energy.Mon 17:33
  • Goldman Sachs, Morgan Stanley, JPMorgan Chase, and Bank of America are competing in the global investment banking sector.Mon 17:24

Related events

• The new event concerns the impact of Trump-era tariffs and onshoring trends on Viatris.Jun 8
• Elastic benefits from the trend of onshoring and tariffs associated with the Trump administration.Jun 7
• Barclays raised its price target for Okta, noting that AI stocks are benefiting from the onshoring trend and Trump-era tariffs.Jun 7
• 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.Jun 7
• Tariffs and onshoring trends may benefit AI stocks, with energy infrastructure like Kinder Morgan noting that they transport 40% of the natural gas produced in the US.Jun 8