Tech Titans Under Tariff Pressure

This chapter analyzes the performance of major tech companies like Amazon, Apple, and Meta, amidst the complexities of tariffs and market uncertainties. It explores the recent market rally and shifting investor sentiment, while also addressing the challenges in forecasting company guidance in a post-COVID landscape. Furthermore, the discussion delves into Apple's potential manufacturing changes in response to tariffs and examines the implications of economic conditions on its competitiveness and valuation.