AI is a -tingy key for markets despite the tariff circulation

One of the consequences of the tariffs caused by US President Donald Trump over the last month is that investors’ enthusiasm for artificial intelligence has fallen out. Only three of the gorgeous seven stocks – all of them have fingers in the AI ​​pie – positive this year, with Nvidia Producing a tiny 0.07% profit today.

Drowned Investors’ mood over AI – relatively madness over the topic, at least Costs on Infrastructure II And use technology to find new revenue flows. Google Parent Alphabet will add a new Subscription Service to AI, which costs $ 249.99 per month, while Tesla is engaged in the Bank on AI to ensure the strength of its Robotaxi ambitions.

Indeed, Josh Brown, Co-founder and CEO of Ritholtz Wealth Management, wrote on the CNBC Pro that AI still will become the main catalyst “Sail”.

S&P 500 interrupts a six -day winning series
US markets slipped on Tuesday. A S&P 500 He lost 0.39%, ending his six -day mileage in green. A Dow Jones Industrial Medium lost 0.27% and Nasdaq Composite decreased by 0.38%. SURCHIAN STOXX 600 closed by 0.73% above. Shares UBS fell on 3.3% of the following Report Bloomberg News Saying that the Switzerland government is expected to introduce higher requirements for the capital of the banking giant.

Musk wants to continue the leading Tesla
Tesla CEO Elon Musk said on Tuesday that “no doubt” that he is committed to the leading Company over the next five years. Musk he wants to have “sufficient vote control” devote to “much less” political expense In the future, because it is “made enough”. Musk performed at the Economic Forum of Qatar Bloomberg in Doha.

Tesla launch robotaxis in June
In a separate interview with David Faber CNBC on Tuesday, Tesla’s headquarters in Austin, Texas, Musk said he was waiting for Tesla and XAI TO Continue to buy chips in semiconductor giants Nvidia and Amd. Musk also confirmed that the company would have Roboticis in Austin by the end of June. Rival Robotaxi firm Waymo owned by Alphabet, told CNBC on the same day it has reached 10 million paid trips so far.

New Google AI Ultra subscription
Google or Adding a new subscription service to artificial intelligence called “Google AI Ultra”. The plan includes the flagship flagship AI App Gemini with a recently announced Gemini 2.5 Pro “Deepthink”, the new movie AI Tool Flow and Note To Podcast Tool Notebook LM, the company announced on its annual Google Io developer developers. The service will cost $ 249.99 per month.

Fortnite returned to the app store
Apple Approved Epic Games Fortnite title Tuesday returns the game to Application store in the USA., Five years after its removal. Fortnite was Started at the app store in 2020 Once Epic has renewed its online game to take payments directly, not through the Apple payment mechanism, which charges up to 30%. Last month, the judge ruled that Apple did not allow the commission to charge when apps turn to payment.

(Pro) Artificial intelligence rather than tariffs
Josh Brown, CEO Ritholtz Wealth Management and CNBC Pro participantOn Tuesday, the most important topic for the stock market is not tariffs, but rather artificial intelligence. Find out why he thinks so And AI’s actions on which he was.

Chinese firms are looking for alternatives to the American market because the worries about the trading war are hoping for dwarf transactions

The US intensive trade war has left strong scars on Chinese exporters, and many seek to diversify the US, despite temporary tariff repression, a private poll showed.

Based on a survey of 4,500 exporters in several large economies, the Allianz Trade trading insurers found out that 95% of Chinese exporters polled, if not yet, double exports to the US borders.

The American “denouement” remains a likely scenario in the medium -term period, according to a poll when Chinese exporters seek to cancel from the US and US companies that accelerate the transfer efforts from China.