Tech Brew Ride Home Thu. 04/03 – How Tariffs Might Impact Tech
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Apr 3, 2025 Tariffs are shaking up the tech landscape, potentially raising costs for consumers and forcing companies to rethink production. There’s anticipation around a TikTok deal announcement, as negotiations heat up amid U.S.-China trade tensions. Amazon is eyeing TikTok's U.S. operations and is also gearing up to launch satellite internet through Project Kuiper. Meanwhile, CoreWeave’s partnership with NVIDIA aims to tackle AI chip shortages. Nintendo is taking a creative approach to pre-orders for the Switch 2, ensuring dedicated fans get first dibs.
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Tariff Impact on Tech Stocks
- Tech stocks like Apple, Amazon, and Meta opened significantly lower due to new tariff announcements.
- These tariffs target goods from China, Vietnam, and India, impacting tech supply chains and potentially increasing consumer prices.
Tariffs Threaten Apple's Business
- Apple faces significant pressure from proposed tariffs, potentially impacting their profits and iPhone prices.
- The company has been diversifying production to India and Vietnam, but new tariffs on those countries pose challenges.
TikTok America Announcement
- President Trump plans to announce TikTok America, a new entity partially owned by U.S. investors and ByteDance.
- This structure aims to comply with U.S. law requiring TikTok to sever ties with its parent company or face a ban.