Peter and Dan Ives (Managing Director  covering the Technology sector at Wedbush Securities) break down recent market trends, like the unexpectedly positive tech earnings from giants like Microsoft, Alphabet, and Amazon. Despite global economic challenges, including supply chain disruptions and tariff concerns, the tech sector remains resilient. Apple’s strategic pivot to India amidst tariff pressures highlights the adaptability of big tech. While traditional industries like auto manufacturing face hurdles, tech continues to act as a ‘safety blanket’ for investors.

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