AI will still be the main catalyst for markets

By Fred Berg

It seems the market's enthusiasm around AI has waned since President's "Liberation Day" on Apr2.

The unexpected consequence of the tariff over the past month is the dampened investor mood over AI, relative to the frenzy over the theme in 2024. Only three of the Magnificent Seven stocks — all of which have a finger in the AI pie — are positive this year, with Nvidia eking out a tiny 0.07% gain year to date.

Despite the waning enthusiasm around AI from investors, Big Techs have been sparing no efforts to spend on AI infrastructure and leveraging the technology to find new point of revenue. Google-parent Alphabet will be adding a new AI subscription service that costs $249.99 a month, while Tesla is banking on AI to power its robotaxi ambitions.

Despite tariff is sucking all the air out of the market, AI will still be the main catalyst for the market, also could eventually provide more wind to market's sails.

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