Bloomberg Surveillance Single Best Idea with Tom Keene: Dan Ives & Gene Munster
May 1, 2025
Dive into the world of trading as experts discuss technology's shifting role in investment strategies. Key insights into how leading tech giants are adapting to market pressures and potential tariff impacts on Apple are unveiled. The conversation also highlights the significance of Jobs Day amidst evolving trade dynamics. Plus, explore advancements in digital technology, including Google’s Android Auto, and discover innovative solutions for small businesses in a rapidly changing landscape.
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MAG7 Tech Stocks Outlook
- Retail investors still love MAG7 tech stocks, but institutions have largely exited due to fear.
- This sets the stage for institutional re-entry and potential substantial gains over the next few weeks.
Tim Cook's Supply Chain Limits
- Tim Cook can masterfully optimize Apple's supply chain but faces limits amid tariff uncertainties.
- Expected tariffs of 10-20% may slightly reduce Apple's gross margins but won't derail long-term growth.