Trump, UBS, Zscaler, and Warren Buffett discuss how tariffs and onshoring trends are benefiting AI stocks, citing strong Q3 earnings and positive feedback.

The entities involved

• UBS →

  Swiss multinational investment bank and financial services company

  • The Trump administration threatens tariffs on Switzerland, leading Switzerland to seek a new trade agreement with the US.Mon 00:13
  • Following the acquisition of Credit Suisse, the Swiss parliament proposed new banking regulations for UBS.Sun 10:25
• 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
• Warren Buffett →

  American investor, entrepreneur and businessman

  • Berkshire Hathaway, led by Warren Buffett, holds stakes in American Express and Moody's Corporation, demonstrating its diverse investment strategy.Mon 00:05
  • Berkshire Hathaway made a major corporate move by acquiring a large stake in Alphabet (Google).Sun 14:53
• Zscaler →

  American Cybersecurity Company

  • Jay Chaudhry is the founder and CEO of Zscaler, a company whose partners are based in Houston. Zscaler technologies require configuration by David Gottesman's company.Sun 20:33
  • Zscaler filed a Form 8-K with the SEC and Mike Rich stepped down as Chief Revenue Officer.Fri 19:45

Related events

• Goldman Sachs and Zeta Interactive noted that tariffs and onshoring benefit AI stocks, citing accelerated Q2 growth and raising price targets.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
• Jim Cramer mentioned AI stocks benefiting from Trump tariffs, with Planet Fitness also involved in the discussion.Jun 7
• Tariffs benefit undervalued AI stocks, and Jim Cramer expressed bullish sentiment regarding Texas Roadhouse.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