Today’s Top Ten Technology Questions Answered: BI Replay

Tariff and IT spending uncertainty has created a plethora of both demand and supply questions, with a particularly negative reaction across equity and debt markets for the hardware subsector. How will rising input costs impact consumer and enterprises behavior across PCs, handsets, servers and memory? Can Cisco's recurring revenue stream still grow cash flow by double-digits? Are Western Digital and Seagate immune to trade woes? Are Dell and HP Inc. heading towards trough earnings? Will the HPE, Juniper merger close? How does the rise of AI infrastructure affect corporate balances sheets and capital structure? If you have other questions, let us know.