Investors are faced with increased uncertainty as global trade tensions increase within the framework of President Donald Trump’s aggressive pricing policies. In the middle of this context, companies with isolated commercial models from costs related to tariffs are distinguished. For investors looking for stability and increases in a tariff landscape, these two names represent convincing opportunities.
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While the aggressive trade policies of President Donald Trump reshape the world economic landscape, investors are faced with increased uncertainty. Radical prices on imports from major business partners such as China, Canada, Mexico, Japan and South Korea have sparked fears of inflation, disruption of the supply chain and potential economic slowdown.
In the middle of this difficult backdrop, some companies are better placed to resist the storm because of their commercial models, which are less exposed to costs related to prices. Netflix (Nasdaq 🙂 and Uber (Nyse 🙂 stand out as two of these actions, offering resilience and growth potential.
Here is why these companies are strong and what makes them convincing purchases in the current landscape.
1. Netflix
Netflix is positioned to prosper while President Trump amplifies trade rates, thanks to his digital business model and the global base of subscribers, which remains largely not affected by import rights or disturbances of the supply chain. Unlike material or manufactured peers, Netflix costs are largely linked to production and content licenses, not at the borders of goods.
This isolates the Société de streaming on cost increases that prices impose on imported products or raw materials.
The beginning of the year, Netflix shares worked impressively, earning around 43% in 2025, reflecting the confidence of investors in its growth trajectory and its ability to navigate in difficult economic conditions. The NFLX action closed at $ 1,275.31 last night, just below its top of all time.
Source: Investing.com
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