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Benzinga
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Microsoft, Meta, Amazon, Apple Gear Up For 'AI Revolution' Week As Tariff Storm Brews

1. Big Tech earnings are expected to be strong this week. 2. Tariff concerns could significantly impact Apple's future revenue. 3. Ives predicts a potential 15-20% hit to AAPL due to tariffs. 4. Apple's strong installed base may help mitigate tariff impacts. 5. Long-term AI investments are a bright spot for the sector.

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FAQ

Why Bearish?

The looming tariffs on Apple could lead to a significant revenue dip, historically seen when companies face trade uncertainties.

How important is it?

The article highlights immediate concerns regarding tariffs and their potential impact on Apple's financial health, crucial for investors.

Why Long Term?

The tariffs could result in ongoing repercussions for AAPL's financials, similar to past trade disputes impacting tech companies.

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