TechCheck Magnificent 7 stocks slide as tariffs hammer big tech
Apr 3, 2025
The podcast delves into the staggering $800 billion loss faced by major tech stocks due to tariff impacts. A discussion reveals how hardware-dependent companies like Apple are struggling, while software giants like Microsoft demonstrate resilience. Financial analyses highlight the varying effects on tech companies and explore shifting enterprise spending patterns in uncertain economic times.
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Episode notes
Software vs. Hardware
- Companies like Microsoft and Google might be less affected by tariffs due to their software focus.
- Their recurring revenue and pricing power offer more stability.
Tariff Impact on Tech
- Tech stocks, especially the Magnificent Seven, are declining due to tariff concerns.
- Hardware-focused companies like Apple are more affected than software companies like Microsoft.
AI Growth Slowdown
- The AI-driven growth of mega-cap tech stocks has slowed.
- Tariffs and macro uncertainty could give these companies a reason to reduce spending and improve margins.