The US-China rivalry will reshape the landscape for Big Tech earnings
Tim Cook traveled to China last month.
Li Xin/Xinhua via Getty Images
- The growth of US tech earnings is vulnerable to ongoing tensions with China.
- As Beijing exerts influence in the region, US tech firms will compete for a smaller market share.
- Decoupling from China is underway, but it's likely to be a long process, sources say.
US tech giants have mostly wrapped up earnings, and their performance shows a clear message: It's impossible to ignore the impact of China on financial results.
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