Wall Street is upbeat on tech megacaps, but big questions loom on AI spending, China, Trump tariffs
1. Apple heavily relies on Asia for parts and manufacturing. 2. Shares dropped about 15% this year due to tariff impacts. 3. Apple expects revenue growth of approximately 4% this quarter. 4. CEO Tim Cook anticipates an additional cost of $900 million. 5. Recent deal may bolster U.S. manufacturing efforts.