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.
4 reports, 1 independent
Updated Aug 10
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What happened
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.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.Trump tariffs, onshoring trends, and their impact on AI stocks, including Moderna, are discussed alongside Jim Cramer's views.1 source
- Meli is cited as a beneficiary of Trump-era tariffs benefiting AI stocks.
- The Bank of New York Mellon is noted as a beneficiary of Trump-era tariffs benefiting AI stocks.
- Vici Properties is cited as a beneficiary of Trump-era tariffs on AI stocks.
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The entities involved
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Moderna
American biotechnology company
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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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Jim Cramer
American stockbroker, television personality, author
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The Bank of New York Mellon
American investment banking services holding company
Nothing else this week.
Related events
- Tariffs benefit undervalued AI stocks, and Jim Cramer expressed bullish sentiment regarding Texas Roadhouse.
- AI stocks are benefiting from Trump-era tariffs, and Brian Schwartz maintained an Outperform rating on Workday on September 5th.
- Jim Cramer mentioned AI stocks benefiting from Trump tariffs, with Planet Fitness also involved in the discussion.
- AI stocks are benefiting from Trump-era tariffs, with Morningstar and ClearBridge providing market analysis on growth and upside potential.
- Barclays raised its price target for Okta, noting that AI stocks are benefiting from the onshoring trend and Trump-era tariffs.
Coverage
Newest first; wire copies grouped- Insider MonkeyModerna, Inc. (MRNA)’s “Got The Double Whammy,” Says Jim Cramer We recently published 10 Stocks Jim Cramer Mentioned As He Talked About “Love Lost” Between Microsoft & OpenAI. Moderna, Inc. (NASDAQ:M
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