Nvidia Stock (Nvda) dropped more than 4% early on Monday after US President Donald Trump said he does not give any milder treatment in reciprocal prices.
Speaking on the Air Force One on Sunday, Trump said that the reciprocal prices should be announced on April 2 (which he nicknamed “Liberation day”)) will target all countries,, Killing hopes of investors that his commercial policy actions would be less aggressive And feed recession fears.
Trump’s latest comments stimulated a sale on the markets, American technological actions leading the way and the shares of Tesla (Tsla), down more than 5%, stimulation losses among the “magnificent seven” technological actions.
From 11:06:36 HAD. Market open.
Find out more about the sale in technological actions and today’s action action.
NVIDIA had to feel an impact on Trump prices this week because the United States should impose 25% tariffs on Mexico and Canada goods as well as reciprocal rates.
NVIDIA GPUs are used in AI servers, many of which are imported into the United States of Mexico.
US trade data shows that the United States has imported $ 43 billion in “computers” – a category of data classification that includes servers of data centers – from Mexico in 2024. Higher prices of these servers could affect the demand for products and, therefore, the NVIDIA AI fleas.
Additional additional reciprocal prices could affect Nvidia more, in particular insofar as they target Taiwan. Some $ 33 billion in computer parts – including the printed circuits with NVIDIA GPUs – were imported from Taiwan in 2024, according to commercial data compiled by the analyst of the supply chain and professor of the State University of Michigan, Jason Miller.
Taiwan is home to TSMC, the main manufacturer of AI fleas contracts that produces Nvidia chips.
Trump has also said he could impose An import tax on internationally produced semiconductors “on the road”, although it is not clear what such rights would look like. Nvidia has suggested that this could feel a certain impact on prices.
“The prices will have a little impact for us in the short term,” CEO Jensen Huang told analysts during a call during his annual GTC conference.
Find out more: What Trump’s prices mean for the economy and your wallet
Huang said that in the long term, the company “is preparing to make on the ground” in the United States, pointing to The recent investment of $ 100 billion in TSMC to extend its manufacturing footprint of American fleas.
The NVIDIA action was criticized in 2025 – down almost 22% for Monday morning – as investors Examine high companies’ assessments in AI trade and hugs for commercial wars.
Before Trump’s comments on Sunday, analysts suggested that the American president’s prices were not entirely evaluated on the markets, Josh Schafer of Yahoo Finance reported.
