Bloomberg Tech Tesla Under Pressure, Big Tech Bolsters S&P 500
9 snips
Jun 2, 2025 
Ryan Vlastelica, a Bloomberg writer with a focus on market trends, and Dan Ives, Managing Director at Wedbush Securities, dive into the ongoing trade tensions between the U.S. and China. They discuss the impact of these disputes on the tech industry, especially the struggles faced by Tesla as its sales plummet in France. The conversation shifts to how big tech firms are driving the recovery of the S&P 500. They explore the significance of AI advancements and the future prospects of companies like Tesla against the backdrop of evolving market dynamics.
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Tech at Trade Tensions' Core
- Tech exports and control over semiconductor supply chains are the central flashpoints in US-China trade tensions.
- These tensions risk unraveling prior trade agreements and increasing geopolitical uncertainty.
Watch Taiwan Geopolitical Risks
- The private sector must watch geopolitical risks, especially around Taiwan, that could disrupt supply chains.
- Companies should prepare for potential crises affecting chip exports due to military tensions.
Big Tech Powers Market Rebound
- Big Tech's earnings, especially NVIDIA and Microsoft, have driven a strong recovery in US equities.
- Despite rising valuations, growth expectations remain robust for these companies.