While Apple is unlikely to start making iPhones in the U.S., investors seem to think that increased manufacturing commitments more generally could help secure better tariff treatment.
Exciting days are ahead for Apple (NASDAQ: AAPL), as the company gears up for a new $100 billion investment in U.S. manufacturing in an attempt to ramp up domestic production and sidestep potential tariffs.
Apple will commit another $100 billion toward domestic manufacturing on Wednesday – a move that comes as the Trump administration slaps steep tariffs on India.
The pledge was a “significant acceleration” of the company's plan for more production in the United States, according to a White House statement.
Trump is scheduled to announce details of Apple's investment at 4:30 p.m. EDT, according to CNBC.
Apple plans to increase its commitment to U.S. manufacturing, according to a White House official cited and first reported by Reuters.
Apple (NASDAQ: AAPL) is underperforming the S&P 500 as it lags major peers in AI development, with no significant AI features expected in upcoming iOS updates until next year.
The White House said Apple will announce an additional $100 billion investment in American facilities, to support jobs and domestic manufacturing under Trump's economic agenda.
Berkshire Hathaway remains fundamentally strong, but its massive $350 billion cash pile is underutilized, limiting shareholder returns. Despite solid operating earnings and a diversified asset base, the company lags the S&P 500 due to a lack of share buybacks or dividends. I recommend Berkshire Hathaway aggressively repurchase shares, emulating Apple's successful capital return strategy to unlock value.
AI-driven demand is transforming data center REITs, with DLR and EQIX well-positioned despite recent volatility and short-term setbacks in 2025. Long-term secular growth remains intact, as AI use cases and power needs are set to expand dramatically through 2030, driving further rent and revenue growth. Recent disruptions, such as DeepSeek's efficient AI model and Microsoft's pullback, have created buying opportunities for active managers with conviction in the sector.
Recently, Zacks.com users have been paying close attention to Apple (AAPL). This makes it worthwhile to examine what the stock has in store.
Apple Inc. shares are down 19% in 2025 and approximate 25% from late 2024 highs, despite strong quarterly results reported last week. There have been several key reasons for the decline in the stock including the new administration upending long-standing tariff and trade policies. I go into detail around three of the main drivers of Apple's pullback and at what price I will buy AAPL stock in the paragraphs below.