Tech companies like Apple, Microsoft, and Palantir benefit from trade truce, positive for individual stocks.

From Nasdaq: 2025-05-18 18:10:00

President Trump’s tariff threats had tech companies bracing for disaster, with a 145% tariff on Chinese imports. Analyst Dan Ives even called it “Armageddon.” But relief came when electronics were temporarily exempt and a U.S.-China trade deal dropped the tariff to 30%. Tech stocks like Apple and Microsoft are now back on track.

The U.S. and China’s trade agreement involves a 10% import tax for the U.S. and a 30% tariff for China, creating optimism for the future. Tech giants like Apple, Palantir, and Microsoft can continue manufacturing abroad without extreme cost increases, benefiting both consumers and tech companies in the long run.

Analyst Dan Ives believes the U.S.-China deal is a “game changer” for tech companies like Apple, Palantir, and Microsoft. This positive shift allows for continued growth in the AI sector, with companies like Palantir and Microsoft reporting double-digit revenue increases and strong demand for their products and services.

Despite recent tariff concerns, tech stocks like Apple, Palantir, and Microsoft remain solid buys for long-term growth. These companies are well-positioned to excel in the AI space and drive revenue further. While short-term fluctuations may occur, these quality stocks have the potential to provide significant returns over time.

The Motley Fool Stock Advisor team has identified the 10 best stocks to buy now, excluding Apple. Past recommendations have yielded significant returns, with average outperformance compared to the S&P 500. Join Stock Advisor for access to the latest top stock picks and potential for substantial future gains.



Read more at Nasdaq: Bull Case “Back on the Table” for Apple, Microsoft, and Palantir Following Trade Truce, Says Dan Ives