Bull Case “Back on the table” for Apple, Microsoft and Palantir according to commercial arms, says Dan Ives

A few weeks ago, things were extremely difficult for technology companies. President Donald Trump announced tariffs for imports from countries around the world – and a particularly high tariff of 145% on imports from China. The move for Tech shares in two types could have been catastrophic: higher prices in general would reduce the demand for their products and services, and the higher prices for their imported parts and the finished goods would increase their costs.

The Wedbush analyst Dan Ives even described the “Armageddon” scenario for technology companies. Fortunately for these players and for investors, the situation has improved a lot. Since Trump’s first announcement, he temporarily pursued the electronics of tariffs. It was a first victory for the industry. The United States and China only reached an initial trade agreement last week and dropped the level for imports from China to 30%.

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Now Ives says that the bull case is “back on the table” for technology shares such as Apple (Nasdaq: AAPL)Present MicrosoftAnd Palantir technologies. Let’s take a closer look at the situation and consider whether now is a good time to reach these growth persons.

Image source: Getty Images.

The USA and China trade agreement

We first take into account the latest agreement between the USA and China. The two countries that were involved in an increasing trade war, which included mutual tariffs of more than 100%, completed initial discussions with a deal that included an import tax of 10% for the USA and a total tariff of 30% in China. This deal is available for 90 days, while the United States and China are continuing the discussions, but it is reason to be optimistic about what is ahead of us.

In view of the level of this tariff, it is reasonable that every future tariff, especially for electronics, ends up at a manageable level – and this would enable this tech giant to continue manufacturing abroad, a key to your current cost and price structure.

In a Bloomberg interview last week, Ives said that the news for Apple, which was preparing to move the US IIPON production to India, “slowly slowing this shift”. This is positive for the smartphone giant, which now produces about 90% of his iPhones in China. Even if the company is moving, this can do more slowly, which makes the transition less weight at short -term costs.

Ives says that this is a “game changer”

And for the entire tech industry as a whole, Ives said, the US China deal was a “game changer” and viewed “AI revolutionary from Palantir to Microsoft. This makes this important bull case back on the table.”

Apple is not the only company that benefits from, as Ives says. Every company that is manufactured thanks to the new collective agreement in China can continue without an extreme cost increase. And the benefit extends to all Tech shares – also those without strong dependence on China. This is due to the fact that the trade agreement, as it is, will not lead to a significant increase in prices for imports – the result is less a weight for the brids of consumers and the budgets of the companies.

This means that customers continue to spend on technology companies. This is very good news for companies such as Palantir and Microsoft that depend on companies that invest in their software and services. And now how the AI ​​boom continues is a time that could be particularly wealthy for such companies – they see enormous growth, and investors are worried that a high tariff could stop the positive dynamics.

Palantir reported a double -digit increase in sales in the last quarter and compared the demand with “a starved vertebral storm”. Microsoft achieved double-digit income, operating results and net income and spoke about a strong ongoing demand from AI customers.

Are Tech shares a purchase?

Should you buy tech shares in view of the US China trade business? It is true that these players are not as cheap as a few weeks ago after they had fallen because of tariff concerns. And of course it is important to look at every share from case to case. Some tech shares do not work good investments at the moment, while other purchases are shouting.

But many technology leaders – like the one I mentioned here – are still solid purchases compared to higher reviews compared to a few weeks ago. This is because companies such as Apple, Palantir and Microsoft are well positioned over time in order to further increase sales and to exceed in the AI ​​area. Will more profits come this year? Possibly, as IVES said.

However, it is important that each of these quality companies has the financial strength, innovation, products and services that should promote long -term growth. Regardless of their performance, these shares could help their portfolio to achieve a great win over time.

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