The Exchange Trade Truce, Big Tech Breakdown and Freight Fears 10/30/25
Oct 30, 2025
Craig Moffett, co-founder and senior analyst at Moffett Nathanson, dives into the implications of recent U.S.-China trade agreements. He analyzes Apple and Amazon's upcoming earnings, focusing on the impact of market sentiment. Moffett shares insights on Apple's valuation risks tied to antitrust issues and service growth. He also discusses how AI is reshaping freight logistics, highlighting XPO's use of technology to boost shipments. The conversation is a deep dive into how these factors are poised to affect the tech landscape.
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Trade Truce Lacks Binding Detail
- The U.S.-China trade agreements largely rolled back recent escalations and reset relations to earlier 2025 levels.
- Key details remain vague, leaving room for future noncompliance and renewed tensions.
China Preserves Leverage
- Chinese language emphasized flexibility and avoided hard purchase targets for soybeans and fentanyl enforcement specifics.
- Beijing framed rare-earth rollbacks narrowly, preserving leverage for the future.
Experts Say Meeting Was Largely Symbolic
- Derek Scissors says the meeting achieved little and U.S. policy largely returned to its initial position.
- He believes China currently holds the edge in preparation and leverage over supply chains.