Therese Poletti's profile photo

Therese Poletti

San Francisco

Senior Columnist at MarketWatch

Tech columnist at MarketWatch

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Articles

  • Nvidia to record $5.5 billion in charges due to U.S. export ban on its H20 chip for China - MarketWatch

    1 week ago | marketwatch.com | Therese Poletti

    Nvidia Corp.’s shares were tumbling in after-hours trading Tuesday, after the chip giant disclosed in a regulatory filing that it expects to include charges of up to $5.5 billion in its fiscal first quarter related to licensing of its chips to the Chinese market.

  • Why Intel's stock is falling on the latest twist in the China tariff saga

    1 week ago | morningstar.com | Therese Poletti

    By Therese Poletti Texas Instruments' stock is also tumbling as investors worry about the company's domestic manufacturing footprint in light of China's tariffs against the U.S. Shares of Intel Corp. and Texas Instruments Inc.

  • Here's how Apple could prevent iPhone prices from going up due to tariffs

    2 weeks ago | morningstar.com | Therese Poletti

    By Therese Poletti Morgan Stanley sees room for Apple to expand India production and kill of lower-end storage configurations that are less profitable President Donald Trump is ratcheting up his tariff battle with China. But Apple Inc. has mechanisms to cope, according to Morgan Stanley. Analyst Erik Woodring said in a note to clients that Apple (AAPL) may not have to increase iPhone prices if it ramps up its existing production in India.

  • Apple’s stock notched its biggest gain in 27 years. Is the optimism justified?

    2 weeks ago | marketwatch.com | Emily Bary |Therese Poletti

    Apple still faces tariff risk with so much of its supply chain dependent on ChinaPublished: April 9, 2025 at 6:46 p.m. ETApple is highly reliant on China for iPhone production. Photo: Getty ImagesApple Inc.’s stock joined the technology sector in an epic relief rally Wednesday as President Donald Trump took a softer stance on tariffs. But is the iPhone maker really due to get a big break?

  • Apple's stock notched its biggest gain in 27 years. Is the optimism justified?

    2 weeks ago | morningstar.com | Emily Bary |Therese Poletti

    By Emily Bary and Therese Poletti Apple still faces tariff risk with so much of its supply chain dependent on China Apple Inc.'s stock joined the technology sector in an epic relief rally Wednesday as President Donald Trump took a softer stance on tariffs. But is the iPhone maker really due to get a big break? Trump said Wednesday that he would pause big "reciprocal" tariffs on many countries, instead setting the rate at 10% for 90 days.

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Therese Poletti
Therese Poletti @tpoletti
22 Jul 22

Good piece by @jswartz on the end of tech's fantasyland is near. "The days of everyone making lots of money, working at home in pajamas, being paid in bitcoin, that’s over." @https://www.marketwatch.com/story/its-the-end-of-fantasyland-for-big-tech-and-its-workers-11658501167?mod

Therese Poletti
Therese Poletti @tpoletti
27 Jun 22

RT @EddieMuller: PLEASE HELP SAVE CINEMA in S.F. Save the Castro Theatre - Sign the Petition! https://t.co/3zD6jNi9UZ via @Change @noirfoun…

Therese Poletti
Therese Poletti @tpoletti
7 Apr 21

RT @levisu: The best, most humbling thing about being a reporter is people trusting me with their personal experiences. Thank you, Debby So…