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U.S. import tariffs are top of mind for many Apple investors as Q2 earning loom

  • Investors are closely monitoring Apple's strategy to handle U.S. import tariffs amidst Trump's trade deals.
  • Apple heavily relies on physical goods revenue and faces risks from tariffs on products made in China and Asia.
  • Analysts are interested in hearing how Apple will mitigate supply chain and tariff risks and the status of Cook's relationships with Trump and Xi Jinping.
  • Apple is expected to report $1.62 earnings per share on $94.19 billion in sales in Q2, despite concerns over tariffs impacting the supply chain.

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