The tech industry faces uncertainty with new tariffs starting in August. NVIDIA and Apple are temporarily protected but under scrutiny. The rise of AI continues to drive market growth, with NVDA hitting a $4 trillion market cap. Tech sector earnings are stabilizing after initial pressure. The global shift to digital tech boosts e-commerce and innovation.

Semiconductors may face more tariffs, potentially raising prices and impacting sales. AI investments drive market growth, with tech companies investing heavily in data centers and AI chips. The technology sector remains a major growth driver for Q2 earnings. The momentum in digital technology is expected to continue despite tariff threats.

Cybersecurity spending is expected to rise due to increased cyberattacks and the adoption of AI technology. The global cybersecurity market is projected to grow at a CAGR of 12.9% between 2025 and 2030. Investors can consider technology-based ETFs like XLK, VGT, and SMH in the near term to capitalize on potential dips in the market.

Read more at Nasdaq: Tariff-Led Volatility Ahead for Big Tech? ETFs in Focus