"Jim Cramer has expressed a more cautious stance on Apple and Nvidia, urging investors to consider risks from the U.S.-China trade war despite his long-term faith in their potential."
"Cramer's shift signals heightened anxiety surrounding China-exposed stocks, suggesting that while he believes in Apple and Nvidia, the tariff implications make them tougher to own."
Jim Cramer has recently altered his encouraging stance on Apple and Nvidia, historically viewed as "own, not trade" stocks. With ongoing U.S.-China trade tensions, particularly the impact of tariffs imposed by President Trump, these companies are facing heightened risk. While Cramer maintains long-term confidence in both stocks, he acknowledges that the tariff situation complicates their ownership. This cautious view may unsettle long-term investors, however, the companies' potential tied to emerging AI opportunities remains significant.
Read at 24/7 Wall St.
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