Articles

  • 1 week ago | wsj.com | Dan Gallagher

    This copy is for your personal, non-commercial use only. Distribution and use of this material are governed byour Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contactDow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/tech/apple-iphone-price-increases-tariffs-baf07419

  • 1 week ago | finance.yahoo.com | Dan Gallagher

    “We think the Trump administration will face tremendous pushback,” wrote Michael Pachter of Wedbush in a note to clients. Doug Creutz of TD Cowen described the tariffs as “politically charged, logistically challenging, and ultimately unlikely to advance meaningfully” in his own report.

  • 1 week ago | wsj.com | Dan Gallagher

    Wall Street sees President Trump’s “Hollywood Tariffs” as unlikely. But Netflix wasn’t even priced for the possibility. The streaming giant’s share price was down a little over 1% by Monday afternoon. That’s an improvement over the stock’s 4% drop around the day’s opening bell, which followed Trump announcing a plan for 100% tariffs “on any and all Movies coming into our Country that are produced in Foreign Lands.” The announcement hit movie stocks across the board.

  • 1 week ago | reforma.com | Dan Gallagher

    Tienen grandes tecnológicas ventaja en guerra comercial04 MIN 00 SEGDan Gallagher / THE WALL STREET JOURNALMonterrey, México (05 mayo 2025) .-05:00 hrsApple anunció que enviará la mayoría de los dispositivos vendidos en Estados Unidos desde plantas de producción en India y Vietnam en el trimestre de junio. Crédito: AFPVender casi 500 mil millones de dólares en bienes y servicios cada tres meses dificulta enormemente el poder ocultarse de la turbulencia de la economía global.

  • 1 week ago | elnorte.com | Dan Gallagher

    Tienen grandes tecnológicas ventaja en guerra comercial04 MIN 00 SEGDan Gallagher / THE WALL STREET JOURNALMonterrey, México (05 mayo 2025) .-05:00 hrsApple anunció que enviará la mayoría de los dispositivos vendidos en Estados Unidos desde plantas de producción en India y Vietnam en el trimestre de junio. Crédito: AFPVender casi 500 mil millones de dólares en bienes y servicios cada tres meses dificulta enormemente el poder ocultarse de la turbulencia de la economía global.

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Dan Gallagher
Dan Gallagher @djtgallagher
9 Apr 25

Apple's stock just staged its biggest one-day rally in more than 25 years. AND it's still down 11% from last week's tariff shock. Trade war far from over and poses big question on margins. $AAPL https://t.co/AUGQXGV0ug

Dan Gallagher
Dan Gallagher @djtgallagher
4 Apr 25

Six largest tech cos have lost a combined $1.7 trillion in market cap over the last two days. That's a 12% drop. More here - >

WSJ Markets
WSJ Markets @WSJmarkets

The Big Losers in Trump’s Tariff Chaos—and a Couple of Survivors https://t.co/AOtGdkTPNF

Dan Gallagher
Dan Gallagher @djtgallagher
3 Apr 25

Why Amazon and Meta (Facebook) are getting hit especially hard in the tariff selloff. Closing the de minimis loophold for low-priced Chinese goods is bad for both. $AMZN $META https://t.co/71mbBO4g86