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Poosarla Sai Karthik

Tech guy with a busi... • 3h

Boeing: Faced early losses as China hit back with tariffs, but bounced back on major global orders (Qatar, UK) and stronger export support. Despite policy-driven volatility, long-term momentum stayed positive. Caterpillar: Crushed by China’s 34% import duty, the stock tumbled 20% in 2025. Rising costs ($350M in Q2) and weak forecasts added pressure, making it one of the year’s worst industrial performers. Apple: Took the hardest hit. Shares dropped 19 to 21 percent in a week, erasing $700B in value. With 90 percent of supply tied to China and no tariff relief, Apple became ground zero for trade war fallout. Amazon: Squeezed on both sides with higher retail costs and heavy exposure to Chinese sellers. Stock fell over 20 percent, with only a mild recovery as tariff talks resumed. Outlook stayed cautious. Nike: Started with a 6.4% drop but rebounded 15% later. Nike quickly reduced China dependence, raised prices, and cut costs. A strong example of supply chain agility under pressure.

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