The trade war is heating up, and two of the biggest names in tech—Apple and Tesla—are feeling the pain. Wedbush analyst Dan Ives just slashed his price targets for both companies, and the reasons behind the move could have real consequences for investors and consumers alike.
Apple’s China Problem: A “Complete Disaster” in the Making?
If you’ve got an iPhone in your pocket, there’s a 90% chance it was made in China. That’s usually a good thing—cheaper production, faster supply chains—but now, it’s becoming a major headache for Apple.
Thanks to President Trump’s latest tariffs, the cost of making iPhones is about to go up. And who ends up paying for that? Probably you, the consumer. Ives isn’t mincing words—he’s calling the situation a “complete disaster“ and has dropped Apple’s price target from 325to325to250.
The big question: Will Apple eat the extra costs or pass them on to customers with higher prices? Either way, it’s bad news for the tech giant.
Tesla’s Double Trouble: Tariffs + a Brand in Crisis
Tesla’s got its own set of problems. On top of dealing with the same tariff mess as Apple, the company’s brand is taking a hit—and Elon Musk’s politics might be partly to blame.
Musk’s close ties to the Trump administration and his involvement in controversial policies have turned Tesla into a “political symbol“, according to Ives. That’s great if you’re a politician, but not so great if you’re trying to sell cars to a divided customer base. Protests and boycotts are already popping up, and if the trend continues, Tesla’s sales could take a real hit.
What This Means for Everyday Investors (and Shoppers)
- Apple fans might want to brace for pricier iPhones down the road.
- Tesla buyers could see the brand’s reputation shift—for better or worse.
- Investors should keep an eye on how these companies adapt (or don’t) in the coming months.
One thing’s clear: The trade war isn’t just politics anymore—it’s hitting some of the biggest players in tech where it hurts. And when Apple and Tesla stumble, the ripple effects reach all of us.
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