Palantir Technologies Inc. $PLTR, a major player in artificial intelligence (AI) software solutions, has demonstrated remarkable resilience in 2025. While much of the technology sector faces cooling demand and investor apprehension due to ongoing US tariff tensions and economic uncertainty, Palantir’s stock has surged over 70% year-to-date. This strong performance is primarily attributed to its specialized military-grade AI tools and robust government contracts amid rising US defense spending on advanced software capabilities.

U.S. tariffs on Chinese-made technology products and semiconductor-related inputs are again casting a shadow over global chipmakers, particularly Taiwan Semiconductor Manufacturing Company $2330.TW. As the world's largest contract chip producer, TSMC plays a vital role in powering devices and systems for leading tech firms such as Apple $AAPL and Nvidia $NVDA.