Breakfast News: More Sector Tariffs Teased

Breakfast News: More Sector Tariffs Teased

  • 25.03.2025 12:00
  • fool.com
  • Keywords: Tariffs, Stock Market, Intel, Alibaba, DeepSeek

President Trump announced potential tariffs on auto imports and pharmaceuticals, causing market fluctuations. Intel plans to focus on foundries to boost revenue amid declining PC sales. Alibaba's chairman warned of an AI infrastructure bubble as companies rush to build datacenters.

Nvidia ProductsNDAQsentiment_satisfiedDOWsentiment_satisfiedINTCsentiment_neutralBABAsentiment_dissatisfiedOKLOsentiment_dissatisfied
open_in_newOriginal article

Estimated market influence

S&P 500

Negativesentiment_dissatisfied
Analyst rating: N/A

The S&P 500 index inched lower due to renewed optimism and confusion around tariffs.

Nasdaq

Nasdaq

Positivesentiment_satisfied
Analyst rating: Buy

The Nasdaq saw a positive increase of 2.27% despite tariff concerns.

Dow

Dow

Positivesentiment_satisfied
Analyst rating: Buy

The Dow increased by 1.42%, reflecting market optimism.

Bitcoin

Positivesentiment_satisfied
Analyst rating: N/A

Bitcoin's price rose to $88,413 with a 3.81% increase.

Intel

Intel

Neutralsentiment_neutral
Analyst rating: Neutral

Intel is revamping its strategy under the new CEO to focus on design and foundry unit expansion, aiming to mitigate declining PC sales and server CPU demand.

Alibaba

Alibaba

Negativesentiment_dissatisfied
Analyst rating: Strong buy

Alibaba's chairman expressed concerns about datacenter spending outpacing AI demand, potentially affecting investor sentiment.

DeepSeek

Positivesentiment_satisfied
Analyst rating: N/A

DeepSeek released a major update to its V3 model, enhancing accuracy and efficiency, which could attract more investors and users.

Oklo

Oklo

Negativesentiment_dissatisfied
Analyst rating: N/A

Oklo's stock dropped after positive NRC conversations but disappointing full-year results.

Context

Breakfast News: More Sector Tariffs Teased

March 25, 2025

Monday's Markets

  • S&P 500: 5,768 (+1.76%)
  • Nasdaq: 18,189 (+2.27%)
  • Dow: 42,583 (+1.42%)
  • Bitcoin: $88,413 (+3.81%)

1. Tariff Confusion Continues

  • President Trump confirmed tariffs on auto imports and pharmaceutical products will be announced soon.
  • Quote: "We don't make pharmaceuticals anymore in our country" - Trump emphasized domestic production for supply chain resilience.
  • Quote: "I may give a lot of countries breaks" - Suggests potential exemptions for some nations.

2. Intel's Revamp Likely Targets Big Tech

  • UBS analysts predict Intel will focus on design and expand its foundry unit under the new CEO.
  • Q4 2024 Revenue: Intel products revenue down 9%.
  • Foundry demand is booming, with companies seeking custom chips, offering growth opportunities for Intel.

3. AI Spend Under Scrutiny

  • DeepSeek launched a major upgrade to its V3 large language model, claiming improved accuracy and efficiency in reasoning and coding.
  • Quote: "I start to see the beginning of some kind of bubble" - Alibaba chairman Joe Tsai expressed concerns about excessive spending on AI infrastructure.

4. Key Stocks to Watch on Tuesday

  • Oklo (-6.96%): Soared almost 14% during market hours but dropped close to 10% after disappointing full-year results despite positive NRC conversations.

5. Foolish Fun

  • Reflect on investments that defied conventional wisdom and succeeded, discussing with friends or fellow investors.