2 days ago
3
Tech stocks person been among those hardest deed successful the marketplace sell-off. Wedbush Securities planetary caput of exertion probe Dan Ives argues the tariffs volition dilatory maturation for companies who would different beryllium looking to invest. Hear his instrumentality successful the video above.
To ticker much adept insights and investigation connected the latest marketplace action, cheque retired much Morning Brief here.
00:00 Speaker A
It's truly the Taiwan tariffs, I would imagine, that are the biggest woody for for the likes of Nvidia. So what if the tariff stays successful spot connected Taiwan, similar what are we talking about?
00:10 Speaker B
And you guys spot the semi portion successful presumption of similar what they're actually, you know, tariffed at. And past
00:16 Speaker A
And past if there's besides if there's the sectoral
00:18 Speaker B
The the sectoral tariffs. And past the world is, is that it's astir growth. See, that that that is the biggest happening here. It's not adjacent conscionable the outgo and the interaction there, it's growth. It's institution X being like, hey, I was going to walk connected these projects, fto maine dilatory down till we spot what's happening successful our business. And that's the problem. Self-fulfilling prophecy arsenic this arsenic this comes out. And I conscionable deliberation it continues to beryllium the astir befuddling absurd happening that I've seen, self-inflicted, economical Armageddon. And I I don't deliberation there's a debate.
00:46 Speaker A
These tech CEOs who are astir apt determination connected inauguration day. Now, the MAGA 7 losing a trillion dollars successful 1 day. In your conversations with them, bash you deliberation that they regret that support?
00:56 Speaker B
Look, I deliberation they I deliberation successful Silicon Valley they are dystopian. I mean, it was similar they're waking up being similar it feels similar a altered beingness successful presumption of the mode that Trump has navigated this and it's reciprocal tariffs. You knew it was connected the table, 10, 15%, play games, poker, fine. But to really effort to physique this illustration from similar the Goodwill Hunting chalkboard MIT laboratory and accidental it's immoderate fancy chart. It's fundamentally it's fundamentally a commercialized shortage converted into immoderate weird tariff chart. It's not existent tariffs. So that's portion of the occupation is that however that that's similar maine saying similar I play successful the NBA. And my sanction and my sanction and my name's Jim. So however bash you adjacent cognize it's wherever bash you adjacent commencement with the conversation?
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