President Trump may have announced a 90-day pause on reciprocal tariffs, but the ongoing trade war between the U.S. and China still has markets unnerved.
With China confronting a potential 245% tariff on imports to America, the uncertainty roiling Wall Street continues. After initially rallying in response to last week’s pause, stocks have begun sliding once again. The S&P 500 is down more than 1% over the past two trading days, while the Nasdaq has fallen nearly 2%.
Markets are in turmoil; there’s blood in the streets, as they say. But in the middle of all this chaos – the economic fear and geopolitical noise – something remarkable is happening…
America’s AI Boom has begun.
And it may end up being the greatest silver lining of this entire trade war saga.
A Billion-Dollar American AI Bet
While politicians posture and stock prices buckle, the most important companies in the world are making some of the biggest bets in modern economic history. And it’s not happening overseas but right here in the USA.
They’re building factories, forging partnerships, and investing hundreds of billions of dollars in the reshoring of America’s AI infrastructure.
It may be a tactical response to global instability or a strategic play for long-term control.
Either way, it looks like a sensational investment opportunity to us.
Let’s start with the kingmaker.
Nvidia (NVDA), leader of today’s AI Boom, just announced plans to invest up to $500 billion – half a trillion dollars – into American AI infrastructure over the next four years.
This is already in the works.
- Production of Nvidia’s latest chip – the Blackwell AI chip – has officially begun in Phoenix, Ariz., at Taiwan Semiconductor Manufacturing’s (TSM) new U.S. plant. That’s right; Taiwan’s silicon giant is making its crown jewel chip for Nvidia on American soil.
- Nvidia is also building supercomputer manufacturing facilities in Texas through partnerships with Foxconn and Wistron – the first time ever it will make these machines in the U.S.
- The firm is also teaming up with Amkor Technology (AMKR) and Siliconware Precision Industries to develop packaging and testing operations, all based in Arizona.
And here’s the kicker:
This has all been announced after the White House exempted electronics components from its reciprocal tariffs on China.
In other words, despite sourcing many components from China, Nvidia still decided to go big on American soil.
Whether tariffs persist or evaporate, whether trade deals are signed or supply chains snap, Nvidia has concluded that the future of AI infrastructure is American.
And it’s not the only tech titan to do so.
The Great American AI Infrastructure Land Grab
Nvidia may be the headliner, but the chorus of companies backing the American AI Boom is loud – and growing louder by the day.
- Apple (AAPL) recently pledged to invest $500 billion in the U.S. over the coming years, including the construction of a massive AI server facility in Houston, which is expected to open in 2026.
- Meta (META) is pumping $10 billion into its largest-ever data center campus in northeast Louisiana, dedicated exclusively to AI development.
- Microsoft (MSFT) just tripled its original proposal, announcing a $3.3 billion investment to build an AI superhub in southeast Wisconsin.
- OpenAI, Oracle (ORCL), SoftBank (SFTBY), and others have teamed up under the White House’s Project Stargate, pledging to invest up to $500 billion into AI infrastructure and innovation hubs across the U.S.
This feels like more than a boom; it’s an explosion.
But why the sudden rush to reindustrialize America’s tech backbone?
Because the trade war has exposed the fragility of globalization.
With tariff risks rising and geopolitical tensions simmering, Big Tech is de-risking its supply chains. And the best way to do that? Build at home.
But it’s not just about economics anymore. It’s about national security.
AI has become the backbone of 21st-century power. Control over AI infrastructure means control over future prosperity.
The White House knows it. So does every company racing to pour concrete and erect fabs and data centers across the American heartland.
What began as a tariff tantrum may very well end in the largest technological buildout on U.S. soil since the interstate highway system.
Trade War Turbulence Begets Opportunity: What to Do Right Now
Yes, stocks are whipsawing. Indices are bleeding red.
But that’s what volatility before a paradigm shift looks like.
While the headlines scream about destruction, the groundwork is being laid for creation.
And in times like these, the best investors know the right play: Be greedy when others are fearful.
Tariffs and the threat of an ongoing trade war have wrought widespread fear and pain. But through that fog, the signal is clear: Capital is coming home. Infrastructure is getting built.
AI is going domestic.
And in our view, that’s not just resilience. That’s rocket fuel.
So, what’s the move?
You don’t need to chase every bounce or time every dip.
But what you should be doing is building your AI stock watchlist and looking for entry points – because rampant fear creates opportunity.
Focus on:
- Semiconductor leaders reshoring U.S. production (think NVDA, AMD, TSM partners).
- AI software companies (think PLTR, AXON, META, MSFT).
- Advanced manufacturing plays in packaging, testing, and thermal systems (think SNPS, COHR, AMAT).
This may well be the dawn of the Fourth Industrial Revolution… and it’s being built on American soil.
The Final Word: A Trade War and a Tech Renaissance
Let the media bemoan tariffs and the analysts fear-monger over GDP hits.
We understand why a lot of people are afraid right now.
But we also see the bigger picture.
The trade war may bruise the short-term outlook; but we think it’s quietly setting the stage for the next great American economic boom, all powered by AI.
Factories are rising. Infrastructure is booming.
If this is what a crisis looks like… just wait for the recovery.
The time to start buying is not when the news gets better.
It’s now – while the future is being built, brick by brick, right here at home.
Though, buying into AI isn’t the only way to take advantage of this potentially momentous time in the industry’s history.
Now you can use this powerful tech to help you uncover Wall Street winners – while avoiding the losers at the same time… even amid as choppy a market as we’re seeing right now.
Our corporate partner TradeSmith has developed a homegrown AI – An-E, short for Analytical Engine – a breakthrough system designed that can project prices one month into the future for thousands of stocks… and you’d be shocked at how close many of these forecasts are.
In just a few hours – today, April 16 at 8 p.m. EST – they’re hosting an emergency briefing called “The AI Predictive Power Event,” in which they’ll go over all the details behind An-E and exactly why it’s the ultimate tool to help you navigate the uncertain times we’re living in today.
You can register for the event automatically by going here.
And when you do, you’ll receive access to five of An-E’s most bearish forecasts for the coming month, all for FREE.
These five stocks could be among those most negatively impacted by Trump’s new tariff policy… so you’ll want to check them out right away.
On the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article.
Questions or comments about this issue? Drop us a line at [email protected].
