Dylan Jovine | Europe’s Break from US Cloud Giants скачать в хорошем качестве

Dylan Jovine | Europe’s Break from US Cloud Giants

Good morning, this is Dylan Jovine with Behind the Markets. Happy Friday! Today, I want to share something important I read in Wired — a top-tier publication that always has its finger on the pulse of Silicon Valley. The article dives into how European companies are starting to break away from Amazon, Google, and Microsoft’s cloud services due to fears over security risks from the U.S. But here’s the kicker — this shift could have huge implications for U.S. tech giants and, ultimately, your retirement accounts. Many people only focus on the investment side of U.S. foreign policy, like the billions we’ve spent defending Ukraine or protecting NATO. But few stop to consider the return on that investment. For example, Apple makes $24 billion annually just from selling iPhones in Europe. Tesla and other tech giants have also thrived thanks to Europe being under our security umbrella, which keeps them aligned with U.S. technology. Now, if Europe pivots to its own tech solutions, we’re talking about potentially losing a third of the revenue from companies like Apple, Tesla, and the rest of the Magnificent Seven — and that kind of hit would send shockwaves through your 401(k) and IRA. This is not just a theoretical problem — it’s already happening. European cloud providers are gaining traction as EU companies look for alternatives to American giants. We’re seeing the ripple effects in real time, with Tesla’s stock dropping dramatically as European sales collapse. If this trend continues across the board, the impact on U.S. tech stocks could be devastating. So before anyone tells you that we should pull out of NATO or leave Europe to fend for itself, think about the real cost. A retreat like that doesn’t just leave a power vacuum — it hands over billions in revenue to Europe’s growing tech sector or, worse, to China. Something to think about as we head into the weekend. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼    / @behindthemarkets   ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylan... ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/