The rapid adoption of artificial intelligence (AI) has been a key driver of the bull market over the past two years, but recent concerns about tariffs and slowing AI adoption may threaten this rally. For instance, Nvidia (NASDAQ: NVDA) reported impressive fiscal 2025 fourth-quarter results with $39.3 billion in revenue (up 78% year-over-year) and earnings per share of $0.89 (up 82%), yet the stock declined about 14% post-report. In this context, Advanced Micro Devices (NASDAQ: AMD) CEO Lisa Su has provided encouraging news that could reassure Nvidia investors about ongoing AI adoption.
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