Archive · 24 Jul 2025
Tech Earnings Shine Amidst Lingering Tariff Concerns
Some big tech companies like Alphabet and SK Hynix are doing well and making money!
But, lots of companies are worried about new rules called tariffs that might make it harder to sell things.
The government is trying to make deals with other countries to avoid these tariffs.
One deal was made with Japan, which is good news.
People are hoping for similar agreements soon to help businesses.
Tech firms Alphabet, SK Hynix, and Infosys reported upbeat earnings.
Tariff uncertainty impacts supply chains and company earnings.
SK Hynix saw record profits driven by AI chip demand.
The U.S. struck a deal with Japan, raising hopes for more trade deals.
Governments are racing to finalize trade agreements before August 1.
- Who
- Alphabet, SK Hynix, Infosys, and various governments.
- What
- Tech firms reporting earnings and trade negotiations.
- When
- July 24, with focus on reports from July 16-22.
- Where
- United States, Japan, Europe, and South Korea.
- Why
- To navigate trade uncertainties and mitigate potential tariff impacts.
Companies Favoring Trade Deals
Governments Favoring Tariffs
Trade Deals vs. Tariffs
Companies Favoring Trade Deals
Companies hope for trade deals to avoid negative tariff impacts.
Governments Favoring Tariffs
Countries may want to maintain tariff policies to protect domestic industries.
- Key Companies with Positive Guidance
- Alphabet, SK Hynix, Infosys
- SK Hynix Earnings Boost
- Record profits due to AI chip demand
- Infosys Revenue Forecast
- Raised revenue forecast to 1% to 3%
- Impact on General Motors
- Tariffs knocked $1.1 billion from Q2 earnings
- U.S. - Japan Trade Deal
- Deal to lower new tariffs on auto imports.
- Tariff Deadline
- August 1 (potentially pushed back)