Navigating Trade Turbulence and Tech Stocks

This chapter delves into the escalating trade tensions between the U.S. and China, focusing on China’s tariffs and its implications for major tech firms like Google and Alphabet. It also highlights impressive earnings from companies such as Palantir and Spotify, while discussing how generative AI could shift investor sentiment and the dynamics of the tech market. The exploration of geopolitical factors sheds light on the contrasting prospects for chip manufacturers versus software companies amidst these complexities.