Apple shares closed almost 224 dollars yesterday. When the session is opened in Wall Street they will have fallen suddenly and porrazo more than 7%, up to 208 euros. That collapse will be the greatest among the Big Tech, but all of them They will be affected Notably for Tariffs announced by Donald Trump. And that makes another danger derived: that of investment in AI.
Big tech fall to lead. As they point out In CNBCApple will leave more than 7% more to open the session in the US Stock Exchange, but others will also have very notable falls. Nvidia fell 4%”After-Hours” (after the closure of the markets), Tesla 4.5%, Alphabet, Amazon and goal between 2.5%and 5%, and Microsoft 2%.
Thus Apple’s actions closed yesterday, and so they will begin the session at Nasdaq today. Source: Google Finance.
Tariffs everywhere. Falls are due to tariffs announced yesterday by Donald Trump. The US president indicated that these import taxes would be “a declaration of economic independence” for his country. Base there will be 10%tariffs for all imports, but certain countries will be especially punished: China will have 34%tariffs, Vietnam of 46%, the EU of 20%, Taiwan of 32%, and Japan of 24%.
The US is the great world importer. The huge consuming machine that is the United States makes the country the largest importer around the world. According to the Department of Commerce in 2024, the country spent 4.1 billion dollars in goods (3.3 billion) and services (814,000 million) imported. With these measures precisely wants countries that export more to the US to pay extra for being able to do so, but it can cause a dangerous domino effect.
What about AI. Projects such as Stargate raise a colossal investment of 500,000 million dollars To create AI data centers in American field, and here the importance of semiconductors is evident. The United States will need to import chips and other components and materials to create these centers, and manufacturers such as NVIDIA or TSMC will precisely be affected by tariffs. Or continue to manufacture outside the US and pay tariffs or They create factories on American soil to avoid them, something that for example TSMC is already working.
Tariffs with the point of sight in AI. In fact, a good part of the components and GPUS necessary to create these data centers are imported from Taiwan, Mexico and China, which are three of the countries that will be punished by tariffs. The punishment for these imports is remarkable, and can lead to a slowdown in the development of AI.
Investments in danger. The investment in data centers is colossal by the Big Tech, and we have the example of Amazon that plans to dedicate most of its 2025 capex of 100,000 million dollars In these developments. How will tariffs condition that investment? Difficult to know, but both for Amazon and for the rest there are now new problems to make investment. That are added that perhaps They were oversized first of all.
Image | Gage Skidmore | Microsoft
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