H-1B Fee Impact on Tech Staffing and Stocks
Breaking News To Trading Moves por Shirish Agarwal
Notas del episodio
Trump to impose $100,000 annual fee on H-1B visas, shaking up tech hiring
Winners
Robert Half International ($RHI) — Higher employer demand for domestic tech talent and contract placements as firms avoid costly H-1B hires.
ManpowerGroup ($MAN) — More U.S. staffing needs and temp-to-perm roles as companies pivot away from visa-dependent hiring.
Upwork ($UPWK) — Outsourcing and remote contracting become cheaper alternatives to onshore H-1B talent, boosting marketplace activity.
Globant ($GLOB) — Nearshore/offshore IT delivery gains relative cost advantage versus U.S. onshore teams that relied on H-1B staff.
Coursera ($COUR) — Employers expand upskilling/reskilling of U.S. workers to fill STEM gaps created by tighter, pricier visas.
Losers
Cognizant Technology Solutions ($CTSH) — Business model heavily ...