Tech-spending alarms are ringing amid Trump’s latest China-trade volley

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Tech-spending alarms are ringing amid Trump’s latest China-trade volley
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Even before the latest tariff threats, U.S. tech companies were having trouble with China. And it looks like it's only getting worse, writes tpoletti.

Even before President Donald Trump’s latest threat of tariffs against Chinese goods can fully be digested, tech companies are facing other concerns about spending amid uncertainty associated with the U.S. and China.

“Our outlook is really determined on the discussions that we have with our largest global accounts,” NetApp Chief Executive George Kurian said in a surprise conference call after the warning. “I think, if you looked at other players in the IT hardware segment that reported — like Intel INTC, -2.08% , for example, or IBM IBM, +1.40% — they had, you know, pretty tough comments about the spending landscape.

Those losses came on the heels of stocks getting slammed in the regular session, after Trump tweeted that he would be imposing 10% tariffs on an additional $300 billion in Chinese goods. Tech is one of the areas that will be most affected by the new tariffs. “Two of our largest customers that were impacted by the China dispute shrank their capital spending by 30% year-on-year, and that has meaningful consequences even to IT hardware spending,” Kurian said.

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