AI Is Driving This Stock Market Rally. Why a Trump Chips Tariff Could Kill It and 4 Other Things to Know Today. - Barron's
1. Trump announced potential semiconductor tariffs within a week. 2. Tariffs could increase costs for chip buyers, including Microsoft. 3. AMD reported strong AI demand but uncertain in China sales. 4. Market complacency may face challenges with trade tensions. 5. Tech earnings optimism masks ongoing geopolitical risks.