- Tesla stock surges post-election thanks to Musk’s Trump alliance
- Apple faces Chinese tariff concerns despite previous exemptions
- Tech giants see varying impacts based on Trump relationship history
Tesla Leads, Apple Lags
The market’s immediate reaction to Trump’s victory reveals clear winners and losers in tech. Tesla emerges triumphant, benefiting from Elon Musk’s strong campaign support and potential competitive advantages in a shifting EV landscape.
Meanwhile, Apple faces headwinds from proposed Chinese tariffs, despite CEO Tim Cook’s previous success in securing exemptions.
Mixed Fortunes for Tech Giants
Google parent Alphabet shows unexpected strength, possibly due to anticipated regulatory relief and autonomous driving opportunities through Waymo.
Meta struggles under potential political pressures, reflecting Trump’s ongoing tension toward Zuckerberg. Microsoft remains relatively insulated from political impact.
Supply Chain Concerns
Global supply chain implications loom large over tech sector performance. TSMC’s modest gains reflect investor anxiety about potential disruption to semiconductor supply chains.
Amazon faces potential margin pressure from proposed 60% Chinese tariffs, potentially forcing it to absorb increased costs to protect consumers.
