U.S.-China Tech Tensions and Smartphone Challenges

This chapter explores the rising tensions between the U.S. and China, focusing on technology tariffs and their impact on the smartphone industry. Insights from a senior research director reveal how current tariffs and supply chain disruptions are flattening growth expectations, especially for major companies like Apple. Additionally, the discussion highlights UiPath's earnings report and the promise of agentic automation in transforming business processes amidst increasing competition.