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Big Tech Outperforms Despite Trade War Disruptions

San Francisco, California, USA
May 03, 2025 (Updated: February 11, 2026) 0 Neutral General
Big Tech Outperforms Despite Trade War Disruptions

TheWkly Analysis

Technology heavyweights Meta and Microsoft posted strong quarterly earnings in the midst of market turmoil caused by President Trump’s trade battles. Meta’s net profit soared by 35%, buoyed by digital ad demand and expansions into AI products. Microsoft similarly beat forecasts, with robust cloud service revenue offsetting softer hardware sales. The results helped lift the Nasdaq index, providing a bright spot against a backdrop of uncertain trade policy. Executives from both firms noted that while tariffs raise supply chain costs, the shift to digital platforms remains a powerful driver. The tech sector appears somewhat insulated from the immediate turbulence impacting manufacturing or agriculture, thanks to global user bases and intangible offerings.

Multiple perspectives analyzed from 0 sources
What this means for you:
If you invest, watch for strong fundamentals in companies that rely less on physical trade and more on digital revenue streams.
For job seekers, cloud computing and AI remain growth areas, so consider honing relevant skills.
In the meantime, remain aware that government scrutiny on tech (around monopolies or content moderation) can pose long-term risks.

Key Entities

  • Meta, Microsoft, President Trump

Multi-Perspective Analysis

Left-Leaning View

Big Tech's resilience in the face of trade war disruptions highlights the need for stronger regulations to ensure fair competition and protect workers.

Centrist View

Despite ongoing trade tensions, Big Tech companies have shown remarkable adaptability and growth, raising questions about the long-term impacts of these trade policies.

Right-Leaning View

Big Tech's strong performance during the trade war underscores the importance of free markets and innovation, proving that American companies can thrive even under challenging conditions.

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