Donald Trump Rejects Calls For AI Slowdown. That Changes the Game for Nvidia and AMD

insidermonkey.com · 2026-09-15

President Donald Trump has rejected calls to slow frontier AI development on September 13, arguing that the US must preserve its lead over China.

TickrTrends take: With Trump rejecting calls for an AI slowdown, regulatory tailwinds for semiconductor companies like AMD could strengthen, potentially supporting the business environment for AI chip makers. TickrTrends currently rates AMD as undervalued within the Technology sector, suggesting the market may not yet be fully pricing in the benefits of accelerated AI adoption and reduced regulatory pressure. Investors focused on valuation metrics should monitor whether AMD's competitive positioning in data center and AI accelerators becomes more clearly reflected in the company's financial performance going forward.

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