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Apple and other companies might have a chance to negotiate tariff exemptions, potentially in exchange for U.S. manufacturing commitments.
President Donald Trump has exempted electronics from his “reciprocal” tariffs, at least for now. The government announced late Friday (April 11) consumer electronic imports from China would be excluded from the steep tariffs the U.S. has imposed on that country.
TSS: A Fast-Growing AI Data Center Systems Integrator
Despite the extreme stock market volatility at the start of 2025, the artificial intelligence (AI) revolution is moving full steam ahead. Advances in machine learning and automation technology are rapidly reshaping the global economy, ushering in a new era of business productivity and human creativity.
Super Micro Computer, Inc. is less exposed to Asia's supply chain, positioning it to capitalize on localized advantages amid ongoing U.S.-China trade tensions. SMCI stock is still very cheap with valuations below the sector median and also its five-year average, indicating steep pessimism arguably priced in. Supermicro possibly offers a "clearer" take into the AI server play, but more intense competition might hobble a quicker recovery.
In the most recent trading session, Super Micro Computer (SMCI) closed at $33.15, indicating a -1.57% shift from the previous trading day.
Let's find out which Infrastructure as a Service provider stock, SMCI or NTAP, is a better bet at present.
Super Micro Computer (SMCI -7.87%) shares soared along with other technology names yesterday after President Donald Trump paused the implementation of his global tariff plan. There was good reason why Supermicro shares outperformed the market with a 15.8% gain on that news.
Super Micro Computer (SMCI -6.57%) helps enterprises build data centers optimized for artificial intelligence.
DLC systems add 15–25% to server costs; tariffs could inflate input costs by 40%, compressing margins by 200–300bps. Over 65% of Super Micro Computer, Inc.'s procurement depends on one supplier; tariff exposure and supplier risk remain critically high. One customer represented 20% of sales, another 44.8% of receivables, underscoring extreme revenue concentration risk.