Trade Deal Will Send Apple's Bears Into Hibernation, Analyst Ives Says

The video discusses the impact of a trade deal on Apple, focusing on the potential delay or removal of December tariffs, which could positively affect Apple's stock and the tech sector. It highlights investor reactions, the implications for Apple's suppliers, and the company's manufacturing strategy. The discussion also covers Apple's stock price and market expectations, suggesting a positive outlook if the trade tensions ease.

What was the main concern for Apple and tech investors regarding the December 15th tariffs?

• Impact on Apple's supply chain

• Potential hit to Apple's earnings per share

• Increase in production costs

• Loss of market share in China

How would the December tariffs have affected Apple's core products?

• Improved relations with China

• Expansion of Apple's market in Asia

• A 4% hit to earnings per share

• Increased demand for Apple's products

What is the estimated improvement in costs for Apple and its suppliers if the tariffs are removed?

• 3-4%

• 7-8%

• 1-2%

• 5-6%

What regions is Apple considering for shifting some of its supply chain?

• Africa and Australia

• Europe and South America

• Vietnam and India

• Canada and Mexico

What was the previous price target for Apple stock before the trade deal news?

• $275

• $245

• $255

• $265

What is the potential overhang on Apple stock due to the US-China trade situation?

• $15-$20

• $10-$15

• $5-$10

• $20-$25

What is Apple's anticipated response to the trade deal in their upcoming earnings report?

• Reducing production

• Announcing new product lines

• Coming out strong with positive earnings

• Increasing marketing spend