Donald Trump’s tariff relief on steel and aluminum products a ‘positive sign’ as CUSMA talks loom

Trump Cuts Tariffs On Some Steel And Aluminum Products To Boost US Manufacturing— But AI Infrastructure M

Trump cut tariffs on steel and aluminum to 15–10% (from 25%) for specific sourcing, effective June 8 through 2027, targeting U.S. manufacturing rebuild. Manufacturing rally is AI-driven, not tariff-driven: top stocks are AI infrastructure vendors (Bloom Energy, Ondas), signaling data-center buildout and foundation model deployment will reshape supply-chain costs.