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Apple CEO Tim Cook says tariffs to add $900M in costs in Q3, but future uncertain

1. Tim Cook noted limited tariff impact on Apple in Q2 earnings call. 2. Apple estimates tariffs may cost $900 million in Q3 if policies stay unchanged. 3. CEO Cook emphasizes ongoing engagement with tariff discussions and production sourcing. 4. Investors are cautiously optimistic about limited tariff effects on Apple's future. 5. Apple's strategic sourcing reduces the potential negative impact from U.S. tariffs.

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FAQ

Why Bullish?

The limited impact of tariffs and positive investor sentiment suggests stability. Historically, Apple has managed similar uncertainties effectively, demonstrating resilience.

How important is it?

The article discusses tariff impacts, crucial for Apple’s cost structure and pricing strategies. Given Apple's global supply chain, tariff implications directly influence financial outlooks.

Why Short Term?

The immediate tariff situation may stabilize quarterly, but future changes remain uncertain. A similar situation occurred with changing tariffs in 2018 that affected projections.

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