Part 5/7:
As the conversation continues, Ives touches on the broader economic environment and its implications for major tech firms such as Apple. Recognizing that the rising dollar can act as a headwind for some companies, he concludes that firms like Apple are already adjusting their estimates to account for these developments. This proactive approach, he suggests, may mitigate some of the dramatic impacts typically seen from currency fluctuations.
While he acknowledges the bearish sentiments in the tech sector, especially given recent pressures, Ives maintains that the overall bull market still has further to go, particularly as the tech sector remains integral to economic growth.