Reported 10 days ago
Morningstar technology analyst William Kerwin discusses how the Trump administration's policies may affect major tech companies, particularly those like Apple with strong ties to China. He suggests that these companies may look to diversify their supply chains towards India or Southeast Asia. While regulatory challenges could arise, Kerwin anticipates a rise in mergers and acquisitions among smaller tech firms in the coming years, indicating a complex but potentially evolving landscape for Big Tech.
Source: YAHOO