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The biggest questions facing Big Tech ahead of earnings

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Summary
Nutrition label

81% Informative

Tesla, Google and Alphabet all have significant exposure to President Trump 's sweeping tariffs.

Trump 's on-again, off-again approach to tariffs has created market chaos this month .

Investors will want to see if Musk can provide any clarity on how costly tariffs could be going forward.

Analysts say 25% of Google channel partner customers have reduced spending on the company's cloud.

Amazon 's position as an e-commerce juggernaut gives it hefty exposure to potential tariff headwinds.

Microsoft makes PCs and video game consoles, but it derives most of its revenue from selling software.

Analysts have said Microsoft and Salesforce are best able to handle higher tariffs.

Amazon 's ad revenue could be "pressured more if trade wars get worse," Cantor Fitzgerald analysts say.

Apple has outsized exposure to tariffs, as the company generates about three-quarters of its revenue from selling devices that are mostly manufactured in Asia .

Apple got an apparent reprieve when the Trump administration suspended tariffs on computers from China earlier this month .

VR Score

85

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86

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29

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English

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