The threat and enforcement of President Trump’s tariffs are changing the intrinsic value of many technology stocks, which are now inextricably linked to geopolitics. The fair value of these stocks will depend on how long the tariffs stay in place and how other countries choose to respond, as well how global supply chains change as a result. Regardless of what may or may not happen, what’s certain is many tech stocks now have increased risk to manage.

Morningstar’s special report discusses the technology stock sector and its relationship to geopolitics, including the implications of the global supply chain for each tech industry, and which industries are the most and least at risk in the current environment.

Download the report to understand how to make informed investing decisions while adapting to recent market changes.