CNBC's "Fast Money" Stocks Wrap Up A Positive Week.. And How Pharma Will Fare Under Tariffs 4/25/25
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Apr 25, 2025 AI Snips
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Tech Sector Hits Peak Uncertainty
- The tech sector is rebounding strongly with the Nasdaq up nearly 7% for the week, breaking a two-month losing streak.
- Investors see this as hitting "peak uncertainty" with tariffs, with any new developments expected to be positive.
Apple's Tariff and Demand Challenges
- Apple faces a significant challenge with tariffs increasing costs and reducing demand, especially in China where market share is slipping.
- Moving production to India might reduce tariffs but won't solve demand-side issues or brand damage in China.
Kevin Warsh Critiques Fed Independence
- Former Fed Governor Kevin Warsh criticizes the Fed for overstepping independence and relying too much on data.
- He suggests the Fed should consider market valuations and asset prices, signaling potential for lower rates.