How the 90-Day Tariff Pause Revived the U.S. Tech Industry
Temporary Relief: 90-day window to adjust supply chains and build inventory Valuation Impact: $3.4 trillion lost since peak, $2 trillion erased in the week after tariffs announced Capex Commitments: $75 billion from Alphabet, $80 billion from Microsoft Manufacturing Shift: Apple plans $500 billion U.S. investment; onshoring 10% of output could cost $30 billion Economists warn that