The result of the tariff riot caused by U.S. President Donald Trump has been a sluggish investment in artificial intelligence over the past month. Of the magnificent seven stocks, only three (all of which are in the AI ​​sect) are positive, and this year is positive. Nvidia So far, it accounts for 0.07% of the gain.

At least in 2024, the enthusiasm for AI has been suppressed, and this doesn’t reflect the priorities of companies that are still spending on AI infrastructure and leveraging the technology to find new revenue streams. Google-Parent Alphabet will add a new AI subscription service that costs $249.99 per month, and Tesla is relying on AI to power its Robotaxi ambitions.

Indeed, Ritholtz Wealth Management co-founder and CEO Josh Brown wrote on CNBC Pro that AI will remain the main catalyst for the market, although tariffs will be absorbed into the trading layer since Trump’s “liberation day” on April 2, and in stocks held on Tuesday, AI ultimately provides more winds to the market.

S&P's 500-point break for six days
The U.S. market slipped Tuesday. this S&P 500 Losing 0.39% and ending the green six-day running. this Dow Jones Industrial Average Lossed 0.27%, Nasdaq Composite Materials Less than 0.38%. Pan-European STOXX 600 is 0.73% higher. Shares UBS Bloomberg News reported that the Swiss government is expected to impose higher capital requirements on the banking giant, down 3.3%.

Musk wants to continue leading Tesla
Tesla CEO Elon Musk said Tuesday there is no doubt that he promised to lead the company over the next five years. Musk said he wanted to have "enough voting control" so he could not be removed by radical investors. Musk speaks at Bloomberg at the Qatar Economic Forum in Doha.

Tesla to launch Robotaxis in June
Musk said in a separate interview at Tesla's Tesla headquarters in Austin, Texas on Tuesday that he hopes Tesla and Xai will continue from semiconductor giants Nvidia and Nvidia and AMD. Musk also confirmed that by the end of June, the company will own robots in Austin. Alphabet-owned rival Robotaxi Waymo told CNBC when it has reached 10 million paid trips so far.

New "Google AI Ultra" subscription
Google A new AI subscription service is being added, called "Google AI Ultra". The plan includes Google's flagship AI App Gemini, as well as the newly announced Gemini 2.5 Pro "DeepThink" mode, new movie production AI tool traffic and annotation podcast tool notebook LM, the company announced at its annual developer conference Google IO. The service costs $249.99 per month.

Fortnite Back to App Store
apple Epic Games Title Fortnite was approved Tuesday, returning the game to the U.S. App Store five years after demolition. EPIC updated the game over the web for payments directly, rather than through Apple’s in-app payment mechanism, and Fortnite was launched in 2020, which charges up to 30%. Last month, the judge ruled that Apple would not allow Apple to charge commissions when the app links to pay.

(Pro) Artificial intelligence, not tariffs
Josh Brown, CEO of Ritholtz Wealth Management and CNBC Pro contributors, said Tuesday that the most important theme in the stock market is not tariffs, but artificial intelligence. Find out why he thinks so and he is bullish on AI stocks.

Chinese companies seek alternatives to the U.S. market as trade war fears dwarf deal hopes

A private investigation found that a fierce trade war with the United States and has persisted scars from Chinese exporters, and despite temporary tariffs being condemned, many want to stay away from U.S. diversification.

Based on a poll of 4,500 exporters in several major economies, trade insurer Allianz Train found that 95% of Chinese exporters surveyed are planning (even if not yet) to double their exports to markets outside the United States.

The U.S.-China "decoupling" may still be a medium-term situation as Chinese exporters want to stay away from U.S. and U.S. companies accelerate efforts to shift production from China, the survey said.