Impact of the proposed US tariffs on the PC supply chain
According to analysts at Bank of America, the planned tariffs (10-25%) on PC and component imports may bring:
- Price increases for consumers and businesses
- Supply chain instability as manufacturers will seek alternative markets
- Long-term changes in production, possible relocation of production to other countries
The...
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📅 Key events of the week: What to watch out for in the markets?
This week will bring key economic data, earnings reports and events that could impact global markets. Here's my round-up of the highlights:
🟥Monday:
Presidents Day (Presidents Day) - US stock markets will be closed.
🗣️ Tuesday:
Trump & Musk interview on Fox News - possible market reactions to topics related to...
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Awesome these posts are advisory, they always get me in the mood for the next week. Otherwise the Trump and Musk thing, well it may be interesting but I'm more interested in Apple and then the $VICI thing plus after the recent $CVS rise I'm also curious about the $MDT and Healthcare sector even if it doesn't have some direct effect on CVS. $OXY and $RIO I'm also holding so I'm curious.
🗓️Klíčové market events of the week: the most important week of the month!
This week is full of interesting macroeconomic data and earnings reports from key companies. Here's a summary of the highlights! 👇
🏠Monday: New home sales!
Let's keep an eye on how the U.S. housing market is doing, which may indicate the health of consumers and the economy as a whole.
📊 Results before the...
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What do you think about the decline in $AAPLstock this year ? Are you buying or selling?
Shares of $AAPL are down more than 10% in the past month. The main reason for the decline was investors' reaction to news of a significant drop in iPhone sales in China. It seems to me that Apple has the least potential out of the "Magnificent 7", so I'll just hold the stock for now.
I'm very curious how the DOJ's Google lawsuit will turn out, if they block those Apple payments for the search page they will lose about 20% of their net profit which they didn't have to put any effort into and I would say it will also reduce their overall margins.
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For me it's definitely $KO stock, I've had those in there for a long time and still haven't sold and am holding.
Apple plans $1 billion investment in manufacturing in Indonesia
- iPhone 16 ban: Indonesia has imposed a ban on iPhone 16 sales due to non-compliance with local content requirements (minimum 40% of parts).
- Planned investment: $AAPL announced a $1 billion investment in a new manufacturing plant in Indonesia that will produce components for smartphones and other devices.
- Hig...
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The company hasn't come out with a new report in a while, so this one saves the day a little.
In the end, these companies should not be affected so much.