Artificial intelligence is still the key to markets despite the overlapping tariff

One of the results of the introductory involvement caused by US President Donald Trump over the past month is that the investor’s enthusiasm for artificial intelligence has declined. Only three wonderful arrows – all have a finger in the artificial intelligence pie – positive this year, with Nafidia Get rid of a small profit by 0.07 % so far.

The mood wet investor on artificial intelligence – relative to frenzy on the subject in 2024, at least – does not reflect the priorities of companies, which still Amnesty International’s infrastructure And benefit from technology to find new revenue flows. Google-Parent Alphabet will add a new AI subscription service that costs $ 249.99 a month, while Tesla returns to artificial intelligence to run Robotaxi aspirations.

In fact, Josh Braun, co -founder and CEO of Ritholtz Wealth Management, wrote on CNBC Pro that artificial intelligence will remain the main catalyst for markets although the customs tariff that absorbs all air outside the commercial floor since “Liberation Day” in Trump on April 2. With the gathering in stocks, AI can eventually provide more winds to market research.

S & P 500 breaks the winning chain for six days
American markets fell on Tuesday. the S & P 500 It was lost 0.39 %, and ended it for six days in green. the Dow Jon’s industrial average Loss 0.27 % and Nasdak 0.38 % decreased. And Stoxx 600 Pan-European It closed 0.73 % higher. shares UBS The following 3.3 % decreased Bloomberg News report The Swiss government is expected to impose higher capital requirements on the bank giant.

Musk wants to continue leading Tesla
Timing CEO Elon Musk said on Tuesday that “there is no doubt” about the fact that it is Leadership The company for the next five years. Musk said he wanted to have “sufficient control of the vote”, so it cannot be overthrown by active investors, and added that he would do He devotes “much less” to political spending In the future because it is “action enough”. Musk was speaking at the Bloomberg Economic Forum in Qatar in Doha.

Tesla Robotaxis will be launched in June
In a separate interview with David Faber from CNBC on Tuesday at Tesla headquarters in Austin, Texas, Musk said he expected Tesla and Xai TQ continuing to buy chips from semiconductor giants Nvidia and AMD. Musk also confirmed that the company will get it Robotxi in Austin by the end of June. The ALPHABET, the competing Robotaxi, told Alphabet, told CNBC on the same day I reached 10 million trips paid so far.

New “Google Ai Ultra” subscription
Google He is Adding the subscription service in the new artificial intelligence It is called “Google Ai Ultra.” The plan includes the leading Gemini app from Google by the newly announced GEMINI 2.5 Pro mode, the new “Deepthink”, the new AI tool for cinema and the Note-To-PodCast LM tool, the company announced on Tuesday at the annual developer conference Google IO. The service will cost $ 249.99 per month.

Fortnite returns in the application store
apple He agreed to the title of Epic Fortnite games On Tuesday, return the game to The application store in the United States. , Five years after removing it. Fortnite was I set out from the application store in 2020 After EPIC has updated its web to take payments directly instead of the application mechanism within the application, which receives a fee of up to 30 %. Last month, one of the judge spent that Apple was not allowed to impose commission fees when applications are linked to payment.

(Pro) Artificial intelligence, not definitions
Josh Braun, CEO of Ritholtz Wealth Management and CNBC Pro shareholderOn Tuesday, he said that the most important topic of the stock market at the present time is not definitions, but artificial intelligence. Find out why he thinks that And artificial intelligence arrow it ascending.

Chinese companies are looking for alternatives to the American market, as the trade war worries about the dwarf deal

I found a special survey that the intense trade war with the United States has left permanent scars with Chinese exporters, as many look forward to diversification away from the United States, despite the temporary tariff.

Depending on a survey of 4,500 sources in many major economies, the Allianz Trade commercial company found that 95 % of the Chinese exporters surveyed are planning, if not already, they multiply the export to the markets outside the United States for their goods.

The survey said, “The separation of the United States of China” is still a possible scenario in the medium term, as Chinese exporters are looking to get rid of American companies and American companies to accelerate efforts to transform production from China.