Insight into Technological Titans: Apple and Meta Platforms’ Stock Movements
In recent discussions on CNBC’s ‘Power Lunch,’ Ari Wald, Oppenheimer’s head of technical analysis, highlighted potential upward trends for stocks of tech giants Apple and Meta Platforms, amidst broader market dynamics. Despite the recent pullbacks these companies have faced, there is optimism for growth, influenced partly by global economic shifts such as modifications in U.S.-China trade tariffs.
Apple’s Strategic Market Maneuvers
Apple’s (AAPL) stock surged approximately 6% following announcements of eased trade tensions between the U.S. and China, significantly altering tariffs to facilitate better trade dynamics. The U.S has reduced its tariffs on Chinese imports to 30%, with China reciprocating by reducing tariffs on U.S goods to 10%. However, upcoming seasons may see changes as The Wall Street Journal reported potential price hikes for iPhones due to increased manufacturing costs.
Despite a year-to-date decline of about 16% in Apple’s stock as of 2025, Wald maintains a bullish outlook for Apple’s long-term market position, advocating buying during market lows: “We are in a large-cap, Growth-led secular bull market, and Apple is well-positioned to benefit,” he commented.
The Rising Momentum of Meta Platforms
Similarly, Meta Platforms (META) also experienced an 8% rise during the recent market rally. The company, known for its significant advertising revenue from China, is perceived to have long-term benefits from its strategic positioning within the tech sector. Wald favors Meta for more immediate trading opportunities, noting, “Meta is benefiting from enhanced momentum within the communication services sector, indicating a resume in its long-term strength,” signalling potential for progressive growth in the near term.
Assessing Stanley Black & Decker’s Market Position
Contrasting with the tech giants, Stanley Black & Decker (SWK) recorded a substantial 16% increase on the same day. However, Wald advises caution, suggesting this peak as an opportunity to sell: “Despite the recent uptick, the outlook remains downtrend as it’s still below key long-term moving averages like the 200-day average,” Wald explained. Advocating a more conservative approach, he added, “I look for investments with sustainable long-term growth, and presently, this does not align with Stanley’s movements.”
Conclusion
Amidst fluctuations and evolving market conditions, the technology sector remains a focal area for investors seeking growth opportunities. Wald’s insights suggest a nuanced approach to investing in these companies, with Apple and Meta Platforms showing potential for substantial gains, while caution is advised with Stanley Black & Decker. Investors are recommended to monitor these stocks closely, leveraging technical signals and market dynamics to guide investment choices.
