IEEPA Tariff Collapse Could Ignite a $100B Cash Shock Across US Equities
If the court rules on the 14th that IEEPA tariffs are invalid, this is not just a policy headline. It is a direct cash-flow reversal event. Billions that were treated as lost margin suddenly return to balance sheets, and markets reprice that reality fast.
Apple (AAPL) – Margin Recovery Nobody Is Pricing In
For months Apple has been absorbing a silent tax. Citi estimated that keeping 25 percent tariffs would cut FY2026 gross margin by 130 basis points and reduce EPS by $0.66, nearly an 8 percent hit.
If the ruling wipes ou
If the court rules on the 14th that IEEPA tariffs are invalid, this is not just a policy headline. It is a direct cash-flow reversal event. Billions that were treated as lost margin suddenly return to balance sheets, and markets reprice that reality fast.
Apple (AAPL) – Margin Recovery Nobody Is Pricing In
For months Apple has been absorbing a silent tax. Citi estimated that keeping 25 percent tariffs would cut FY2026 gross margin by 130 basis points and reduce EPS by $0.66, nearly an 8 percent hit.
If the ruling wipes ou









