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What did a report hitting AI computing stocks really say?
TD Cowen found through channel surveys that cancellations and delays of Microsoft Datacenter leases are more common than expected, abandoning new Datacenter projects that consume a total of 2GW of power in the US and Europe, attributing this to an oversupply of Computer clusters. However, Google and Meta quickly filled the gap, and the overall demand for Datacenters is still growing year-on-year. Meanwhile, the supercomputing architecture is transitioning to higher density, leading to a short-term slowdown in equipment Orders, which presents challenges for equipment suppliers.
Trump: In the coming days, tariffs on Autos, timber, and chips will be announced, which may reduce tariff collection for multiple countries.
Trump stated that the USA government would announce tariffs on certain Industries in the "near future," and also mentioned imposing tariffs on Pharmaceuticals at some point in the future. Trump noted that South Korea's Hyundai Motors will invest 5.8 billion USD to build a new Steel plant in Louisiana, which indicates that the tariffs are very effective. Hyundai stated that it would invest an additional 21 billion USD in the USA over the next four years, with the 5.8 billion USD new plant being part of that investment.
Institutions: USA's tariff measures may cause the Semiconductors Industry to fall into a downturn.
An Analyst from Morningstar stated in a Research Report that tariffs in the USA and potential retaliatory tariffs may increase chip prices, weaken demand, and lead to a downturn in the Semiconductors Industry.
U.S. Tariffs and Retaliation Could Send Semiconductor Industry Into Downcycle -- Market Talk
Qorvo, Inc.'s (NASDAQ:QRVO) Shares Lagging The Industry But So Is The Business
Express News | An explosion-like sound was reported in Moscow, Russia, suspected to be a Drone attack on a high-rise building.
