Stock Movers Kimberly-Clark Falls, Amphenol Jumps, Super Micro Leads Tech Rally
Apr 23, 2025
Kimberly-Clark's recent earnings report sent shares tumbling as they lowered profit expectations amid trade war uncertainties. Meanwhile, Amphenol thrived with a strong earnings surprise, contributing to a broader tech rally. Super Micro Computer soared over 11% on news that tariffs on China might ease following positive discussions involving President Trump and major retailers. The podcast dives into how varying management approaches impact investor confidence and the stock market's response.
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Kimberly-Clark's Transparent Tariff Strategy
- Kimberly-Clark addresses tariff impact transparently, unlike others who pull their guidance.
- They specific $300 million estimated tariff cost and plan mitigation over two years.
Tech Stocks Rally on Tariff Hope
- Stocks like Super Micro Computer surged as tariff reduction hopes ignite a tech rally.
- Semiconductor companies benefit because they source significant supplies from China, lowering costs if tariffs ease.
Amphenol's Strong Earnings and Outlook
- Amphenol shares jumped after beating earnings expectations and raising outlook.
- Strong customer base including Apple and defense sectors supports growth amid uncertainty.