The Nasdaq Index lost on Monday, when Wall Street was rushed to measure the tariff war of Trump's “Trump's seventh” technology giants, which is scheduled to report this week.
Apple, led by CEO Tim Cook, will be monitored on Wednesday, to obtain signs that the customs tariff abandons its supply chain and crushes the demand for iPhone and MacBooks in the price. According to Cuperno, California is looking for most production to India by 2026 to reduce the risks of China.
Elsewhere, investors will follow whether Microsoft and Mark Zuckerberg Meta, which submits a report on Wednesday, and Amazon, which was identified on Thursday, is planning to pour tens of billions of dollars in the artificial intelligence race despite the uninterrupted economic environment.
“The street focuses on the laser to hear it from Big Tech Titans to get a better understanding of demand and spending, which increases the patterns of institutions and consumers,” Dan Evez, a wedding analyst, said in a note for customers.
The nasdaq technology heavy index, which fell on Monday, fell to 243 points in Wednesday deals, fell from 0.2 % to 17342.71.
This week also offers major economic data versions that can serve as a measure of Trump's solid commercial tactics, including the preferred inflation scale of the Federal Reserve on Wednesday and job report on Friday.
Due to its enormous evaluation, the large technology companies that include the so-called “Mag 7”-Apple, Alphabet, Microsoft, Meta, Amazon, Tesla and Nvidia-have a great impact on the total market.
Their shares have been exposed since January due to fears that the Trump tariff – including 145 % of the fees on Chinese imports – could cause difficulties in the supply chain and the high price of consumer.
The first quarterly results from the MAG 7 companies produced mixed results.
Google Parent Alphabet has emerged after the company revealed that artificial intelligence initiatives have worked on better results than expected and profit results.
Meanwhile, Tesla's shares decreased after the company reported the results of a link in the first quarter, which included a 71 % decrease in net income – only to climb the arrow after Elon Musk confirmed that his work with the Ministry of Governmental efficiency in Trump had ended.
Apple and other technology companies are likely to avoid providing a lot of aspecting guidance given the uncertainty. Tesla significantly withdrew the entire year instructions last week.
Evis added: “The uncertainty in the customs tariff is the black cloud in the technology sector with half of it and Apple in the eye of the storm 5 in this trade war with China, where we expect the minimum directives from Cuperno.”
The Nasdaq Stock Exchange fell about 1.3 % in trading within the day. The S&P 500 index has a significantly decreased by 1 %-which is partially nourishing it by losses in large technology shares-while the Dow Jones industrial rate decreased less than 1 %.
Apple and Meta shares were flat in trading on Monday. Both Microsoft and Amazon were trading a little less. Tesla fell nearly 2 %.
In addition to uncertainty, the Chinese technology giant is said to develop an Amnesty International Computer SIM that competes with the US -based NVIDIA. NVIDIA shares were 4 % lower trading on the news.
Earlier this year, Wall Street welcomed news of Big Tech Giants who reaffirmed their plans to significantly spend on developing artificial intelligence despite the rise of Chinese Deepseek, who claimed to have built an advanced model of artificial intelligence against a small part of the cost of what American companies spent on similar products.
However, it is unclear whether the additional assurances of spending plans will be considered positive concerns given that Trump's identification conflicts will cool the economy and may stagnate.
“Will uncertainty in the market weaken Mag 7 torque on blind spending in this dark cloud that we seem to have on the market now?” Jake Dollarid, CEO of Longbow Asset Management, said.
“On any specific day, the investor's reaction could be completely unique to what it was on the day before. So I don't know whether CAPEX reaffirming it was welcomed in the face of uncertainty in Deepseek and Dearf.”
