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Apple Expects $1.1 Billion Hit From Tariffs This Quarter, CEO Tim Cook Says

1. Apple expects $1.1 billion in tariff costs this quarter. 2. iPhone sales reached $44.58 billion, up 13% year-over-year. 3. A majority of U.S. iPhones now sourced from India. 4. Apple absorbed $800 million in tariffs last quarter. 5. Potential new tariffs under Section 232 may impact Apple.

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FAQ

Why Bearish?

The expected tariff costs may strain profit margins, similar to previous impacts.

How important is it?

The news about tariffs directly affects costs and market perception of AAPL.

Why Short Term?

Tariff impacts are immediate; longer term effects depend on production adjustments.

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