#350–3.75%
- **Tariff cliff**: The Supreme Court struck down the broad IEEPA-based tariffs (6–3 ruling). President Trump then invoked **Section 122**, imposing a 10–15% global tariff set to **expire ~mid-July 2026** absent Congressional action — a live policy cliff for supply chains and chip stocks.
- **AI displacement fears**: Institutional concern that AI will **compress software profit margins** triggered a broad selloff in software equities. Analysts note portfolios are treating Bitcoin and software as the same "tech risk factor," leading to simultaneous liquidations.
- **"HALO" stocks**: Investors are rotating into a narrower set of AI infrastructure names perceived as more insulated from margin compression (hardware/infra over pure SaaS).
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## Watch Today
#2PLTR
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Sources:
- [10 AI Stocks I'm Buying Right Now — Motley Fool](https://www.fool.com/investing/2026/03/28/10-ai-stocks-im-buying-right-now/)
- [Nvidia "Inflection Point of Inference" — Motley Fool](https://www.fool.com/investing/2026/03/26/nvidia-says-the-inflection-point-of-inference-has/)
- [These 6 stocks will lead the $1 trillion chip surge — Yahoo Finance / BofA](https://finance.yahoo.com/news/these-6-stocks-will-lead-the-1-trillion-chip-surge-in-2026-bofa-says-130008431.html)
- [Veteran analyst resets AI stock buy list for 2026 — TheStreet](https://www.thestreet.com/investing/stocks/veteran-analyst-resets-ai-stock-buy-list-for-2026)
- [SMCI Stock Forecast & Price Target — Public.com](https://public.com/stocks/smci/forecast-price-target)
- [Palantir beats earnings estimates — CNBC](https://www.cnbc.com/2026/02/03/palantir-stock-earnings.html)
- [March 2026 Economic Update: Markets Shift on AI Expectations — Crestwood Advisors](https://www.crestwoodadvisors.com/march-2026-economic-update-the-markets-shifts-on-ai-expectations/)
- [Macro Musings: Age of Instability, March 2026 — Guardian Capital](https://www.guardiancapital.com/investmentsolutions/insights/macro-musings-the-age-of-instability-march-2026/)
- [C3.ai Analyst Ratings & Price Targets — MarketBeat](https://www.marketbeat.com/stocks/NYSE/AI/forecast/)
- [NVDA Stock Quote — Yahoo Finance](https://finance.yahoo.com/quote/NVDA/)
