CEDEARS ALERT: The tariff war hits the profits of the technological sector on Wall Street

The Tariff uncertainty He settled again in the center of the scene on Wall Street after the presentation of results of two technological giants: Intel and Google. While both companies exceeded income and benefits expectations, comments on future commercial risks worried investors. In both companies, like the rest of the technological ones, it can be invested through Cedears.

During Thursday, both Alphabet “Google Matrix, as Intel They gave warning signs regarding the impact that the new tariffs driven by the Trump administration could have. Despite the official efforts to renegotiate trade agreements, the lack of definitions keeps the main firms in the sector in suspense.

Intel suffers the direct impact and suffers in the stock market

Intel anticipated that the macroeconomic environment and tariff changes will affect their income in the second quarter. The company projected sales from US $ 11,200 YU $ S12.4 billionfigure below the US $ 12,800 million that Wall Street expected. The market reaction was immediate: their actions fell more than 7% This Friday.

While most Intel chips are produced in the United States, many end up assembled in laptops and computers manufactured abroad. This productive scheme is fully exposed to new commercial policies.

As detailed by the company, during the first quarter there was an advance of purchases by customers seeking to avoid future price increases, an effect that could be deflated in the coming months.

Google, more cautious but also worried

For its part, Google was more reserved on the possible impact on its businesses. Philipp SchindlerChief Business Officer, explained that the changes in the exemptions of “minimis” (which allow products to the USA to enter US $ S800 without paying tariffs) will moderately affect their advertising business, especially in the Asia-Pacific region.

Although he avoided specifying figures, Schindler warned that this modification could represent a brake for some of its retail customers, which could be transferred to lower advertising.

What’s coming: more key results under magnifying glass

The attention of the markets will remain high in the next few days. He April 30the balances of Goal and Microsoftwhile Amazon and Apple They will present results May 1.

Meta and Amazon will offer more clues about the behavior of advertisers in the midst of commercial tensions, while Microsoft will focus on how tariffs could affect the demand for artificial intelligence and cloud intelligence services.

Special attention will have the Apple report, which moved part of its iPhones production to India to avoid tariffs on Chinese products. According to Bloomberg, many consumers are being advanced in their purchases due to the possibility of strong price increases if new rates are fully implemented.

In this context of high volatility, investors expect clear definitions on the impact of tariffs on the balance of the main technological and the strategies they will deploy to protect their profitability.