The upcoming presidential election could impact the tech sector, particularly semiconductors, through policies like the CHIPS Act or tariffs.
Regardless of who wins, policy implementation will take time, and market reactions might precede real-world effects.
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Episode notes
What happens when growth numbers for tech names start coming down? (1:50) Tech Cache's Joe Albano and The Financial Prophet, Victor Dergunov, dissect recent news and this week's earnings (6:50). What happens to the tech sector if Trump wins? Harris? (17:50). Top tier tech stocks (21:40). How will the Presidential election affect semiconductors? (28:30). This is from our recent live event.