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Gene Munster: Uncertainty beyond June weighs on Apple stock

  • Apple's stock fell despite strong financial results for Q225, with uncertainty surrounding the company's performance in the second half of the year.
  • Apple executives expressed caution about predicting future business performance due to unresolved tariffs and supply chain issues.
  • Tariffs were a major point of discussion during the analyst call, with Apple increasing production in India and Vietnam to mitigate risks associated with China-based manufacturing.
  • MacDailyNews suggests that Apple is unlikely to be significantly impacted by U.S. import tariffs due to its strong position in U.S. markets and predicts specific exemptions for Apple products.

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