Group 1 - Big Tech companies, including Microsoft, Meta, Amazon, and Apple, are set to report earnings, with a bullish outlook despite tariff concerns [1][2] - Analysts expect strong results driven by cloud spending, digital advertising, and enterprise AI budgets, indicating a focus on demand trends [2][3] - Approximately 15% of IT budgets are now allocated to AI, highlighting the growing importance of AI investments [4] Group 2 - Apple faces potential tariff impacts, with a worst-case scenario predicting a 15-20% hit to its 2025-26 numbers, while a quicker resolution could limit the damage to 2-5% [5] - Despite tariff challenges, Apple is supported by a large installed base of 1.5 billion iPhones and 2.4 billion iOS devices, along with a robust Services business [6] - Overall, Big Tech's earnings could act as a confidence booster for investors if they maintain a long-term perspective on AI developments [6]

Nvidia Corp NVDA has gone from being an AI crown jewel to a geopolitical chess piece. And, it looks like Wall Street just got a front-row seat to a high-stakes poker game between Washington and Beijing.After weeks of tension, the first real blow in the U.S.-China tech trade war has landed: the White House is blocking Nvidia's H20 chip sales to China. "This week were the first shots fired in the trade war in the tech world," said Wedbush analyst Dan Ives.With 145% reciprocal tariffs in play, and tech still a ...

Core Insights - Tomas Riba is an economist and former CFO who focuses on investing in high-quality companies capable of compounding cash flow over the long term [1] - His investment strategy emphasizes companies with strong competitive advantages, operating in growing industries, expanding margins, low debt, and aligned management [1] Background and Experience - Tomas Riba began his journey in financial markets at a young age and has been investing since 2007 [1] - He has a background in accounting and has served as CFO for a holding company involved in various sectors including pharma, medical devices, textiles, food, and real estate [1] - Currently, he teaches courses on "Derivatives for risk management" and "Investment analysis" at a Master's Degree program in Financial Management [1]