A Bank of America report has identified 26 companies vulnerable to artificial intelligence disruption, as per a Bloomberg chart comparison with the S&P’s performance. Unfortunately, due to lack of access to the complete list and Bloomberg terminal, only 9 out of these 26 companies could be identified using ChatGPT. This analysis is crucial for casual retail investors or traders looking to assess potential risks in their portfolios amidst the ongoing AI revolution, even with Donald Trump’s administration in its second term from 2025-2029.
Apple’s stock experienced a significant surge this week, marking its most substantial gain in over five years, following CEO Tim Cook’s visit to the White House. During the event, Cook and President Donald Trump unveiled Apple’s commitment to invest $100 billion in American manufacturers and components over the next four years. This announcement, particularly the plan to boost procurement of US-made chips, pleased Trump, who hinted at exempting Apple from potential future tariffs on imported chips, effectively doubling their price.
The original poster suggests that the current market valuation of Trump’s chip tariff exemptions might be exaggerated. They question whether Apple’s pledged investments will fully exclude their products from the tariffs, speculating that only the chips themselves could potentially be exempt, not the broader electronic components. The poster also points out Trump’s growing confidence in his tariff strategy, citing perceived successes such as increased revenue and concessions from other countries. They caution that this optimism might not fully reflect the reality of ongoing trade tensions.
The post suggests a potential shift in AI infrastructure from NVIDIA’s GPU-based systems to Google’s custom TPU chips, possibly impacting the profit margins of tech giants like NVIDIA and Microsoft. This change might be catalyzed by the deployment of GPT-5, which could transition away from relying on NVIDIA hardware for inference services. The post hints at a strategic move by Google, potentially driven by regulatory pressures, that could disrupt the current AI serving cost structure and has not yet been reflected in market valuations.