Apple's Stock Performance: Understanding the Impact of Tariff Predictions

Before the whole ‘Trump Sarkar fiasco’,  my cousin Arjun read a headline: “US may impose fresh tariffs on China.” He panicked, thinking Apple’s stock would crash due to its exposure to China's manufacturing. So, he quickly sold all his 20 Apple shares at $172 each, earning around $3,440 (₹2.8 lakh).

Two months later, the US clarified that tariff decisions were delayed. Apple launched a new iPhone, and the stock 

surged to $196. Arjun had lost a ₹48,000 opportunity because of a premature panic sell.

Here’s a quick look at what happened:

Many retail investors react emotionally to headlines like “Tariffs,” “Trade War,” or “Supply Chain Risk,”. Trust me, Arjun’s brother was also one of them, especially when big tech stocks are involved. 

The US-China tariff truce is challenging to understand, but we can’t leave it behind, can we? Let’s learn about these tariffs and how Apple’s stock will be affected. 

Tariff Announcements and Apple’s Stock 

Guess what happened on April 9, 2025? President Trump launched a bold new move, known as “reciprocal tariffs,” on countries such as China and India. This imposes a 10% base tax on all imports, with an additional tax of up to 50% on certain products.

‘Future ka toh moye moye ho gya!’

Now, big brands like Apple, which make most of their products overseas, can face growth challenges. Within just three trading days, Apple’s stock dropped 9%, its worst drop in nearly five years. See how global politics can shake your portfolio?

How Apple’s Stock and Supply Chain Reacted After the Tariff Shock

1. "Pankaj watched Apple's stock fall overnight on his Apple TV"

Following the April 9 tariff announcements, Apple's stock experienced its most significant one-day drop in five years. The company's shares decreased by nearly 9%. This sharp decline reduced Apple's market value by approximately $300 billion.

For example, Rakesh, a retail investor from Pune, had ₹12 lakhs in Apple stocks. After April 9, his portfolio fell to ₹10.9 lakhs in three days. “Ye toh Apple ke naam pe khush tha. Ab toh sirf VAT dikhega or lagegi!”

2. "I realised how Apple's supply chain is related to global politics more than Pakistan’s Fake Agendas!"

The tariffs didn't just affect Apple's stock price, they affected the supply chain dramatically. ‘Ghar par ghus kar hamla kara!’ 

Its major production hubs are in China, India, Malaysia, and Vietnam, which have tariffs as high as 54%. Because of this, Apple's cost structures and profit margins are affected.

For example, in Chennai, Rajesh runs a mobile retail chain. He told me how the iPhone 15 base model went from ₹79,900 to ₹84,500 in just a week. Customers are now switching to OnePlus or Samsung. ‘Apple ka brand hai, par budget ka bhi limit hota hai.’

3. "Mansi saw how policy decisions can disturb the entire market. Investors kaanp rahe hai!"

The impact of the tariffs extended beyond Apple. Major U.S. technology and consumer firms, including Amazon and Nike, also saw significant stock declines following the announcements. This market reaction shows how interconnected companies are within the global economy. It is also a good example of how policy decisions can have more consequences than we thought.

For example, Sunita is a 32-year-old IT engineer based in Bengaluru. She holds ETFs like QQQ and VUG. After the tariff news, her ₹5.5 lakh investment lost ₹27,000 in just two days. Let’s see Sunita’s tech ETF investment journey with the help of the table:

Conclusion

Not only Apple’s, but also other international brands' stocks go up and down whenever new tariffs are introduced. You can see how stock prices and profits are impacted even before the policy is put into action. 

If you panic and sell quickly, you may lose money. It’s better to stay calm, understand the news, and think before acting.

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LoansJagat Team

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