The major technology companies make their results amid the chaos of Trump’s fees

This week, the major American technology companies, which have the highest market value, begin in announcing their financial results for the first quarter of 2025, in an atmosphere of uncertainty caused by the repercussions of the new trade policy led by President Donald Trump, according to CNBC.

Acute fluctuations in “Nasdak” due to the fees

Trump’s strict approach to customs duties has led to widespread chaos in the financial markets this month. The “Nasdaq” index witnessed five consecutive days of huge moves, at a time when investors are trying to estimate the impact of new definitions on the profits of American companies based on imports.
Possible effects include increases in operational costs, a decline in advertising and consumer spending as a result of high prices and unemployment rates.
Also read: The drop of chip companies raises the concerns of US technology stock investors

A growing global rejection of Trump’s policy

Trump’s customs duties have faced semi -collective opposition from major international companies, especially after the evaporation of trillion dollars from market values ​​within a few days. Even some of his allies, such as billionaire Elon Musk, expressed their rejection of definitions due to the damages it carries on industry and employment.
Continuous volatility in customs policy made almost impossible for companies to plan manufacturing, employment and pricing in the short term.

Companies reports: From Tesla to Apple

Tesla is preparing to publish its profit report on Tuesday, amid weak performance in the market. The company’s shares have declined by 40 percent since the beginning of the year, after a quarterly quarterly since 2022.
The company is facing challenges due to a mask focus on files outside Tesla, among them its role in reviewing federal spending under the Trump administration.
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In addition, customs duties are a direct threat due to the company’s dependence on suppliers from China and Mexico to secure pieces such as car glass, circuit paintings and batteries.
Analysts expect a slight growth in revenue by less than 1 percent, with an additional decrease in the second quarter.

Alphabet: a volatile advertising market

“Alphabet”, the mother company of the Google search engine, faces fluctuations in the advertising market, as a result of fears that customs duties will slow down consumption spending and decline in corporate confidence.
“Piper Sandler” indicated in a research note that the growth of the global advertising market will decrease by 18 percent by 2025.

Mitta: losses due to the Chinese market

In its last annual report, Mita acknowledged the influence of the American -Chinese trade conflict on its results. The company said that any procedure leads to reducing its advertising revenues from China will have a direct negative impact.
Mate revenues from the Chinese market amounted to $ 18.35 billion in 2024, or more than 11 percent of its total sales. Bank of America expected a 3 percent decrease in the company’s revenues as a result of fees.

Microsoft: huge investments are threatened

“Microsoft” announced in January a plan to invest more than $ 80 billion in data centers to support its artificial intelligence capabilities. But the customs duties imposed on servers may hinder this expansion, according to observers.

Amazon: 60% of its sales are threatened

Amazon relies heavily on external merchants who import their goods from China. This category represents about 60 percent of the platform sales.
After applying the new fees, the company canceled some Chinese goods requests, while some merchants said they would consider raising prices to cover the additional cost.

Apple: A great dependence on Asia

Apple is one of the most affected companies from customs duties, as three quarters of its revenues come from mostly made devices within Asia. This may lead to high production costs and slowdown in growth during the next seasons.

Invidia: fees that may affect the margin of profit

Invidia is an essential pillar of artificial intelligence, and one of its main servers are used in this field at a cost of more than 50 thousand dollars.
Even small customs duties may have a significant impact on production costs. Although the company’s shares rise ten times in two years, these definitions may affect the margins of profit in the future.