Squawk on the Street SOTS 2nd Hour: Eggflation, CNBC NBA Rankings, and DOGE’s Cybersecurity Tailwinds? 02/14/25
Feb 14, 2025
Ben Wright, a research analyst from Emilius, dives into Apple's latest product launch and its promising market prospects, declaring it a buy. The discussion also touches on the ripple effects of Trump's new tariffs on the tech sector and the significance of ARM's shift to in-house chip production. They also explore the rising trends in cybersecurity stocks fueled by Musk's efficiency initiatives. The podcast highlights intriguing NBA team valuations, spotlighting the Golden State Warriors as a record-breaking franchise.
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Trump's Tariff Strategy
- President Trump values tariffs and views them as a key negotiating tool.
- He intends to implement reciprocal tariffs with no exemptions, starting after April 1st.
Apple's AI Partnership in China
- Apple's collaboration with Baidu on AI features for iPhones in China is significant.
- This partnership could boost sales, especially given the potential uptick in sales linked to AI features.
Apple's Margin Levers
- Consider Apple a strong buy, even with tariff risks, due to their diverse margin levers.
- Their positive mix shift, component insourcing, and services growth can offset tariff impacts.