
In recent months, the prospect of high tariffs initially caused concern among investors about potential reductions in AI investments and increased costs across various sectors. However, as U.S.-trade negotiations advanced, investor sentiment improved, and they began paying attention to optimistic news like companies reaffirming their commitment to AI investment and discussing strategies for operating within a tariff environment. This newfound optimism made the situation seem more manageable, leading investors to once again show interest in growth stocks, including those involved in AI.