The superpowers are in an arm race, not with weapons, but with artificial intelligence (AI) technologies. Chinese AI stocks are outperforming U.S. AI stocks.
Oracle is expanding its AI infrastructure, but JPMorgan analyst Mark R. Murphy remains cautious due to potential oversupply. Oracle's data center push is promising, but it faces hurdles in keeping up with hyperscalers like Amazon and Boeing.
President Trump enacts a 34% tariff on imports from China, raising the total duties on Chinese goods to 54% and prompting swift criticism from Beijing.
Chinese tech giants ByteDance, Alibaba, and Tencent have placed over $16 billion in orders for Nvidia's H20 server chips, driven by increased demand for DeepSeek's low-cost AI models, amid ongoing supply challenges and U.S. export restrictions.
Analysts at Wedbush said that for Nvidia and other chipmakers with exposure to China and Taiwan supply chains, the worry will be around pricing and margin impacts amid the high tariffs.
Gorilla Tech, SMCI, Nvidia, GameStop, and Palantir Tech drew some of the most positive responses from poll participants. Interestingly, retail investors were not so optimistic about Tesla.
