
Dan Gallagher
Technology Columnist, Heard on the Street at The Wall Street Journal
Tech and media for Wall Street Journal's Heard on the Street column. Checked since 2021. Opinions are what I'm paid for. AKA d58gallagher
Articles
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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
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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.
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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.
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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.
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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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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

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 - >

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

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