Professional investors are warning about the risk of getting carried away by the momentum. While strong rhetoric on the campaign trail can cause these big swings, not all of the promises turn into actual policy.
This time around, tech could benefit from an anticipated loosening of antitrust regulation that discouraged big deals from getting done and threatened to rein in the power of Google, Apple and Amazon.
Trump's vow to impose tariffs and other restrictions on trade does pose a potential downside for chip makers, particularly stock market darling Nvidia.
Technology stocks soared in Trump's first term, helped by the administration's tax policies. But the relationship was tempestuous: Trump's immigration stance threatened a source of high-skilled immigrants.
Collection
[
|
...
]