Tariffs Shake AI Markets New U.S. tariffs on tech goods, set to start April 10, triggered a sell-off in AI stocks like Nvidia and Broadcom, both down over 25% from 2025 highs. Analysts believe the dip is temporary, citing Taiwan Semiconductor’s prediction of 45% annual AI revenue growth through 2030. However, tariffs on Chinese imports raised costs for chipmakers, pressuring short-term profits.

AI Stock Opportunities Investors are eyeing Nvidia (NVDA), Taiwan Semiconductor (TSM), and Broadcom (AVGO) as undervalued picks trading near 2024 valuations. These firms supply critical chips for AI systems, with TSM alone powering 90% of advanced AI processors. iShares Semiconductor ETF (SOXX), holding these stocks, fell 7.5% but offers low fees (0.35%) for long-term AI exposure.

ETF Strategies for AI The iShares Future AI & Tech ETF (ARTY) provides broad AI exposure, including Microsoft and Amazon, but dropped 7% this week. Experts recommend SOXX for investors wary of single-stock risks, as semiconductors remain essential for AI hardware.

Google’s AI Battle Alphabet (GOOGL) fell 20% YTD as AI chatbots like ChatGPT and Grok reduced traditional search usage. Despite launching AI Overviews (summaries in search results), website clicks dipped 9%, raising ad revenue concerns. Google’s $75B AI investment aims to counter this by improving its Gemini models and cloud infrastructure.

AI in Global Markets India’s Affle India surged 15% by using AI to target ads on premium devices like iPhones and Connected TVs. Its U.S. expansion and new patents boosted investor confidence, with revenue expected to grow 20%+ in 2025. Meanwhile, Palantir (PLTR) dropped 30% from its peak despite 274% annual gains, as its high valuation (157x earnings) worried traders.

Economic Data & Earnings Markets await March CPI data (April 11) to assess tariff-driven inflation risks. JPMorgan, Wells Fargo, and BlackRock’s Friday earnings will show how AI investments (like BlackRock’s $30B AI fund) perform amid uncertainty. Analysts warn volatility may continue until tariff impacts clarify, but long-term AI demand looks strong.