President Trump’s tariff plans could impact Apple, as the company faces challenges in the AI race. Despite these hurdles, Apple’s strong business, solid moat, and growth opportunities may help it overcome these issues. The company’s stock has faced challenges but remains attractive for long-term investors.

Apple’s profits may be affected by tariffs, part of President Trump’s trade agenda. The company faces difficulties with manufacturing in the U.S. and perceptions of trailing in AI compared to peers. Despite these challenges, Apple plans to invest $500 billion in local manufacturing. The company’s underlying business, competitive advantage, and growth avenues remain strong.

While Trump’s tariff plans pose a threat, negotiations and potential trade deals could mitigate the impact on Apple. The company’s robust business, strong competitive advantage, and growth avenues, including its services segment, offer long-term potential. With $98.5 billion in free cash flow, Apple has the resources to invest in future opportunities and maintain its dividend growth.

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