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The USA's "tariff stick" swings towards the Global! Bank of America Securities warns: e-commerce Software stocks become a "heavily affected area".
After USA President Donald Trump announced tariffs on trade partners, E-Commerce software vendors face the greatest risks.
Is there more evidence that the AI boom is fading? Microsoft is reported to be withdrawing from negotiations or development of datacenter leases in multiple locations.
Some investors believe that these adjustments indicate that the growth in AI computing demand may not be sufficient to support Microsoft's massive investments in Datacenters.
Express News | Oracle Corporation also informed customers that the FBI and cybersecurity company CrowdStrike are investigating this incident.
Trump: Apple, NVIDIA, and Taiwan Semiconductor are transferring their business to the USA.
USA President Trump mentioned on Wednesday that many companies previously manufactured their products in China but promised to invest in the USA. He stated that Apple (AAPL.US) pledged to invest $5 billion, Oracle (ORCL.US) promised to invest $0.5 billion, NVIDIA (NVDA.US) committed to a 'hundred billion dollar plan', Meta (META.US) promised to invest $500 billion, and Taiwan Semiconductor (TSM.US) also pledged to invest $200 billion. Trump also warned that any country or entity attempting to evade tariffs would face consequences. He additionally suggested that they purchase American goods.
Morgan Stanley Fund: From DeepSeek to Manus, will Cloud Computing be a hard currency in the AI era?
Lei Zhiyong stated that the demand for computing power in the market will remain strong from 2025 to 2026. Although there may be structural adjustments in prosperity, the upward trend will still be maintained.
Global Q1 Billionaires List Changes: Buffett jumped to the fifth richest person, Huang Renxun fell out of the hundred billion dollar club!
① At the beginning of this year, there were still 16 super-rich individuals with net worths exceeding 100 billion dollars globally, but now this number has dropped to just 13... ② If discussing who the biggest winner is in the dismal first quarter market conditions in the USA, it undoubtedly belongs to 'stock god' Buffett.
