These 3 tech shares recharge on tariff messages. Should you buy the DIP?

After weeks of uncertainty and anticipation, President Donald Trump’s “mutual tariff” plan was unveiled after the market was closed on Wednesday. When the dust settled on the first trading day after the announcement, the S&P 500 (Snpindex: ^GSPC) And Nasdaq Composite (Nasdaqindex: ^ixic) saw her worst day since 2020 and closed the day by 4.8% or 6%.

Companies that rely on global supply chains to sell their products were hit particularly hard, but even some less affected Tech shares were also reduced. In such times, investors should keep their cool and not allow emotions get the best out of them. It can also be a purchase option, since many shares now act against a lower evaluation.

Let’s take a look at three tech shares to see if it is worth buying the slump.

If you only read the headlines, it would be easy to accept Nvidia (Nasdaq: NVDA) Would be one of the companies that are most affected by tariffs. The semiconductor supply chain is global, and many of Nvidia-designed chips are produced outside the USA. However, the White House emphasized a fact sheet in which it was found that semiconductors were freed from the 32% of the tariffs raised against Taiwan.

Why was Nvidia sunk by almost 8% after the tariff announcement? For the beginning, the Trump administration said that semiconductors would be tackled separately. So Nvidia may not be out of the forest yet. At this point, it is also unclear what the effects of the second order could exist, since other countries weigh how they can react to Trump’s tariffs. Most recently, Nvidia was affected by an analyst this week by a rare downgrade that believes that Nvidia pricing has reached its limit.

Despite the uncertainty, Nvidia is now dealing with the 35 times after the profits have expired. That may sound expensive, but it is an evaluation for this inventory that has not been seen for more than five years. In the short term it is not clear which tariff expenditure for artificial intelligence (AI) is continued. Nevertheless, it is hard to believe that Nvidia will not be a long -term winner. After this withdrawal, there is even greater security when buying shares.

Dutch company ASML (Nasdaq: ASML) is a critical player in the semi -chain value chain, since the lithographic machines that are required to manufacture the most advanced semiconductors. In contrast to the liberation of semiconductors, which was included in the tariff announcement, no carve-out was mentioned for device manufacturers. ASML would submit this to the 20% tariffs against the European Union.

The ASML share fell by almost 7% on Thursday and brought the price to the lowest point since the end of 2023. However, it was not only the tariff announcement that ASML shares recorded in this situation. The semiconductor industry is cyclical and is still working out of the latest downturn.

It is important to know that ASML is the only company in the world that the advanced lithographic machines that are necessary to realize these chips is the only company in the world when it comes to the latest semiconductors of companies like Nvidia that makes the only company in the world. With this monopoly position as the background, it is difficult to argue against the purchase of the Dips from ASML shares.

A third company that has taken on the chin after the announcement of the tariff announcement is the newly shaped stock corporation Coreweave (Nasdaq: CRWV). The stocks declined by 12% on Thursday and added another day of extreme volatility for early investors in this company. CoreWeave rents its Nvidia GPUs to its customers for AI applications and turns his first IPO (IPO) into a buzz-worthy event on March 28. However, the debut of the public market did not correspond to the hype, whereby the shares essentially end the first day. The stock experienced more volatility in the days after the IPO and culminated in the tariff-induced fall on Thursday.

In contrast to Nvidia and ASML, CoreWeave, as a public company, has no track record, and his muffled IPO could indicate that the market is skeptical about its prospects. In an even more unsafe market after the tariff announcement, investors can be better serviced with coreweave shares.

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Jeff Santoro has positions in ASML and Nvidia. The Motley Fool has positions in and recommends ASML and Nvidia. The Motley Fool has a disclosure policy.

These 3 tech shares recharge on tariff messages. Should you buy the DIP? was originally published by Motley Fool

(Tagstotranslate) Donald Trump

These 3 tech shares recharge on tariff messages. Should you buy the DIP?

ByAmelia Journalton

By Amelia Journalton

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