Apple Seeing Minimal Disruption From Trade War, Analyst Ives Says

The video discusses the US government's antitrust actions and tariff decisions, focusing on their impact on big tech, particularly Apple. Dan Ives provides insights into the current market situation, noting that while there are concerns about trade tensions, the actual impact on iPhone demand and supply chain has been minimal so far. He outlines a worst-case scenario involving significant tariffs that could affect Apple's earnings and demand in China, but suggests that the current stock price reflects these fears, presenting a potential buying opportunity.

What major event is President Trump waiting for before making a decision on tariffs?

• The US midterm elections

• The next Apple product launch

• The G20 summit

• The US-China trade talks

According to Dan Ives, how has the demand for iPhones in China been affected so far?

• Demand is unpredictable

• Demand has significantly increased

• Demand is in line with expectations

• Demand has significantly decreased

What is the potential earnings impact on Apple if the worst-case scenario occurs?

• 5% to 10%

• 10% to 15%

• 15% to 20%

• 20% to 25%

How many iPhones are expected to be up for an upgrade in China over the next 12 to 18 months?

• 30 to 40 million

• 50 to 60 million

• 60 to 70 million

• 70 to 80 million

What is Dan Ives' recommendation regarding Apple's stock in light of the current situation?

• Avoid the stock completely

• Buy the stock now

• Hold the stock and wait

• Sell the stock immediately