Super Micro, Dell, IBM, Cisco, and Hewlett Packard Enterprise shares have seen a significant increase. This rise followed President Trump's announcement of a 90-day pause on tariffs, leading to a positive market response and a surge in stock prices. The decision to lower reciprocal tariffs to 10% for most countries has renewed optimism in the ongoing trade discussions. Despite this positive development, tensions with China remain as tariffs on Chinese goods are set to increase to 125%.

The market, influenced by news events, tends to overreact, creating opportunities to invest in high-quality stocks at lower prices. Dell's stock, known for its volatility, has experienced significant fluctuations, with 27 moves greater than 5% in the past year. The recent news has notably impacted the market's view of Dell, with the stock currently down 27.1% since the start of the year. Despite this dip, Dell remains a compelling investment, trading 52.6% below its 52-week high.

It is evident that generative AI will reshape how large corporations operate, presenting significant opportunities for investors. We recommend exploring lesser-known semiconductor stocks poised to benefit from the AI revolution. For more insights on promising semiconductor growth stocks, access our complimentary report.