Investors should view the tariff-driven selloff as an opportunity to buy high-quality technology stocks at a discount, according to Wedbush analyst Dan Ives. In a note last week, the analyst recommended that now is a good time to acquire shares of several undervalued blue-chip tech names: Palantir Technologies (PLTR), Nvidia (NVDA), Apple (AAPL), Tesla (TSLA), and Microsoft (MSFT). All five stocks saw significant gains following the launch of ChatGPT in late 2022, which ignited the AI boom, but have faced challenges this year due to concerns over tariffs.
“We remain firmly bullish and believe tech stocks will ultimately make new all-time highs during the second half of 2025 despite a disaster panicked selloff to start the year,” Ives said. He noted that President Donald Trump’s trade policies were clearly “unnerving to many growth investors we speak with around the world,” but emphasized that tariff-related concerns have not altered his long-term view that the U.S. is at the beginning of an artificial intelligence revolution.
