TraderAl

Apple to Announce Another $100 Billion Investment in American Manufacturing -- WSJ

08/06/25 8:50 AM

By Amrith Ramkumar, Natalie Andrews and Rolfe Winkler

Apple will pledge to invest another $100 billion in U.S. operations at a White House event on Wednesday, adding to the tech industry's efforts to meet President Trump's request to expand domestic manufacturing.

Investors hope appeals by Apple and other companies can limit the economic damage from tariffs. Apple shares rose nearly 4% on Wednesday morning.

"Today's announcement with Apple is another win for our manufacturing industry," White House spokeswoman Taylor Rogers said. An Apple spokesman declined to comment.

The investment pledge, set to be announced later Wednesday, adds to a $500 billion four-year commitment Apple made in February that repackaged much of Apple's existing spending plans in the U.S, according to analysts.

Apple has made similar announcements dating back to the first Trump administration. Its investment in American manufacturing still pales next to investments the company is making in its supply chains in China, India and elsewhere in Southeast Asia, where nearly all of its devices are made.

"The market seems to believe that we're in a pay-to-play world where companies can buy their way into tariff exemptions by making commitments to invest in the U.S., even if those investments fall far short of actually re-shoring manufacturing," said Craig Moffett, an analyst at Moffett Nathanson. Moffett said it isn't clear where this money is going, but that it wasn't a commitment to make iPhones in the U.S.

Trump has criticized Apple for not making its smartphones domestically. The tech sector has announced more than $ 1.5 trillion in commitments to investing in the U.S. since Trump took office, hoping for favorable policies on tariffs and digital-trade barriers. Skeptics say splashy announcements like Apple's often repackage existing plans or don't always come to fruition in terms of creating the promised jobs.

Trump announced an additional 25% tariff on India Wednesday for buying Russian oil, which is set to raise the total tariffs on exports to the U.S. from New Delhi to 50%.

Trump's EU Deal 'Good For US Markets,' Say Experts: META, AAPL, PLTR Among Likely Winners — See Full List

07/29/25 1:21 AM

4:21 AM EDT, July 29, 2025 (Benzinga Newswire)

A newly finalized trade agreement between the U.S. and the European Union is poised to significantly benefit U.S.-based LNG exporters, the Magnificent 7 technology giants, and the broader tech sector, according to market experts.

What Happened: The deal, announced ahead of the Aug. 1 deadline, is seen as removing a key layer of uncertainty that had hung over the markets.

Louis Navellier, founder and chief investment officer of Navellier & Associates, told Benzinga that LNG exporters such as Dorian LPG Ltd. as likely winners. He noted that “the analyst community is revising their earnings estimates higher” for these companies.

The trade deal includes the EU's commitment to purchase $750 billion in U.S. energy over three years and invest another $600 billion in the U.S. economy.

Navellier also pointed to the “Magnificent 7 and other big U.S. technology companies” as beneficiaries, anticipating that “the EU is expected to be more reluctant to hit them with digital taxes” under the Donald Trump Administration.

The agreement’s impact extends to the overall U.S. stock market. Chris Zaccarelli, chief investment officer at Northlight Asset Management, told Benzinga that he views the deal as “good for US markets as it removes some of the uncertainty that was an overhang for the market, and at a 15% rate, it is lower than what was originally feared.”

Zaccarelli reiterated the positive outlook for technology and emphasized the energy sector, stating it “will be an even bigger beneficiary because of the intent of the EU to buy more energy from the United States as a result of the new trade deal.”

While the deal brings clarity, some of the positive news may have already been factored into stock prices. Zaccarelli noted, “news of this deal being ‘close’ was released last week and some of the good news was likely already reflected in prices before today's official announcement.”

Here’s a list of the energy and technology sector beneficiaries highlighted by experts;

Nvidia Resumes H20 Shipments To China As Jensen Huang Meets Trump, Beijing Officials — 'Fully Compliant' RTX PRO Aims To Bridge AI Cold War

07/14/25 8:30 PM

11:30 PM EDT, July 14, 2025 (Benzinga Newswire)

Nvidia Corp. (NASDAQ:NVDA) announced it will resume sales of its H20 GPU to China and unveiled a new RTX PRO graphics processor designed specifically for Chinese customers, according to a company statement released Monday.

Check out the current price of NVDA stock here.

What Happened: CEO Jensen Huang said during visits to Washington and Beijing that Nvidia is filing applications to sell the H20 GPU again, with the U.S. government providing assurances that licenses will be granted. The company expects to begin deliveries soon, according to Nvidia.

The new RTX PRO GPU is “fully compliant” with U.S. export controls and “ideal for digital twin AI for smart factories and logistics,” Huang announced. The chip represents Nvidia’s latest effort to maintain market share in China while navigating heightened trade restrictions.

The announcements come as Huang conducted diplomatic visits to both capitals this month. In Washington, he met with President Donald Trump and policymakers, reaffirming Nvidia’s support for domestic AI infrastructure and manufacturing initiatives. In Beijing, he discussed AI productivity benefits with government and industry officials.

See Also: S&P 500 Record Highs Hide A Fracture Unseen In Decades

Why It Matters: The H20 resumption marks a significant development for NVIDIA’s Chinese operations. U.S. export controls have restricted semiconductor firms from selling advanced AI chips to Chinese customers, forcing NVIDIA to develop modified versions for the Chinese market.

CNBC's Mad Money host Jim Cramer posted on X Monday, saying the latest Nvidia news is “so huge” it could turn Nasdaq futures around. As of now, Nasdaq-100 futures rose 12.50 points to 23,048.00, while the Dow Jones Industrial Average gained 88.14 points to 44,459.65 today.

This Nvidia news, so huge, could turn the Nasdaq futures around..

゚viralシ