Cramer Said the Market Always Closes Too High Versus the Morning. Watch Apple (AAPL), META (META) and Microsoft (MSFT) Today
Portfolio Pulse from
President Trump's speech on reciprocal tariffs has triggered a significant market selloff, with the Dow Jones down nearly 1,400 points. Tech giants Apple, Meta, and Microsoft are experiencing notable stock declines due to potential import price increases and global manufacturing challenges.
April 03, 2025 | 5:30 pm
News sentiment analysis
Sort by:
Descending
NEGATIVE IMPACT
Apple's global manufacturing strategy, spanning Malaysia, Vietnam, Thailand, India, and Ireland, could be significantly impacted by new tariffs, potentially increasing production costs.
Tariffs will increase import prices for components and finished products, potentially raising Apple's production costs across multiple countries and reducing profit margins.
CONFIDENCE 80
IMPORTANCE 85
RELEVANCE 90
NEGATIVE IMPACT
Meta's overseas operations and planned investments could be complicated by new tariffs, potentially exacerbating existing foreign exchange challenges.
Tariffs could increase costs for international data center and R&D investments, potentially impacting Meta's global growth strategy.
CONFIDENCE 70
IMPORTANCE 70
RELEVANCE 75
NEGATIVE IMPACT
Microsoft has frozen data center projects in multiple countries, with potential power lease terminations raising questions about future infrastructure investments.
Suspended data center projects and power lease terminations suggest potential strategic recalibration, which could impact Microsoft's near-term growth prospects.
CONFIDENCE 65
IMPORTANCE 65
RELEVANCE 60