Tariffs, AI, and Nvidia’s next report collide. On Trader Talk, Kenny Polcari and Lou Basenese break down Trump’s semiconductor tariffs and a reported China chip sales deal that would skim 15% for the US, what it means for Nvidia (NVDA) and AMD (AMD) margins, and why Big Tech’s AI capital expenditures still point to strong demand. They map the ripple effects across the market, from power-hungry data centers boosting utilities and energy to overlooked value in healthcare. Plus, the hardware sleepers to watch now include Cisco (CSCO) and IBM (IBM).

Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights. Drawing on decades of trading floor experience, we empower you to navigate market volatility and keep your portfolio from getting burned.

Watch more episodes of Trader Talk at https://finance.yahoo.com/videos/series/trader-talk/

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.