Tech Investors Should Brace for a $160 Billion ‘Gut Punch’ in December, Dan Ives

By: Barbara Kollmeyer

“The biggest worry looming remains the December 15 tariff deadline which would be a potential ‘gut punch’ if this tariff is not removed or kicked further down the road by the Trump administration given its negative consequences for semi [conductor] players and the broader tech space with Apple remaining the poster child for these trade worries given its Foxconn flagship iPhone,” Daniel Ives and Strecker Backe said in a note to clients.

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