Ford Motor Co ( F ) stock traded higher Monday amid reports that upcoming U.S. tariffs could be more targeted than initially expected.

What To Know: The market has been wary of sweeping tariffs that could raise costs and disrupt supply chains, but a more targeted approach could lessen the impact on companies like Ford.

The broader market, especially tech stocks, face uncertainty ahead of April 2, which analyst Gene Munster has called "Vortex Day." This date marks the rollout of new tariffs and Tesla's delivery report, which is expected to show weaker-than-anticipated numbers.

Munster pointed out that most of the major tech stocks, often referred to as the "Mag Seven," were trending lower this year, with Meta being the exception. He believes the sector hasn't yet found its bottom and could see further downside in the short term.

Despite the near-term risks, Munster sees a longer-term upside, predicting that tech stocks will rise by the end of 2025. He did warn that an economic downturn could derail this trend. Tesla and Apple are expected to be among the hardest hit by tariffs, given their supply chain exposure and reliance on international markets. Investors are watching closely to see how these companies navigate the new trade environment.

For Ford, the outlook appears more stable, at least for now. The possibility of scaled-back tariffs has given the stock a boost, reinforcing its recent momentum. But uncertainty remains, as trade policy shifts could still bring unexpected challenges for the auto industry.

F Price Action: Ford shares closed Monday up 2.19% at $10.25, according to Benzinga Pro.

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