Bloomberg Tech Tech Stocks Rise on US-China Trade Talks, Trump Says Apple Will Raise US Investment
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May 12, 2025 The Nasdaq is back in a bull market, fueled by positive US-China trade talks. Ankur Crawford discusses how lifting chip restrictions could spark innovation. Meanwhile, Gautam Mukunda warns Tesla might face serious safety concerns if it doesn’t learn from Boeing's mistakes. The impact of tariffs and trade relations on major tech firms is also explored, alongside Apple's strategic shifts in manufacturing and pricing. Plus, there's a dive into the evolving landscape of sports streaming and the challenges facing ad spending in uncertain economic times.
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Nasdaq Bull Market Amid Trade Talks
- The Nasdaq 100 has entered a technical bull market amid a 90-day tariff reprieve between the US and China.
- This temporary easing reduces anxiety and boosts big tech, but significant tariff and trade uncertainties remain.
Optimism in US-China Trade Talks
- Joint US-China statements signal dedication to a sustainable, mutually beneficial economic relationship.
- Tech industry optimism grows with tariff pause supporting future trade and investment.
Separate Security from Trade Policy
- Separate national security issues from economic trade concerns to maintain technology leadership.
- Focus tariffs narrowly, ensuring military denial without full economic decoupling with China.