苹果公司设立的美国制造计划（AMP）旨在将先进制造业引入美国。AMP 的合作伙伴包括康宁（Corning）、相干公司（Coherent）、美国环球晶圆 （GlobalWafers America）、应用材料公司（Applied Materials）、安靠（Amkor）、德州仪器（Texas Instruments）、三星（Samsung）、格芯 （GlobalFoundries）和博通（Broadcom）等知名企业。 在该计划中，苹果公司计划将 AMP 资金中的 25 亿美元用于与康宁的合作拓展。康宁与苹果正在合作打造"全球规模最大且最先进的智能手机级别生产 线"，该生产线将设立在康宁位于肯塔基州的工厂。苹果公司表示，未来全球销售的 iPhone 和 Apple Watch 的 100% 的外屏玻璃将"很快"实现美国制造。此 外，苹果与康宁还将共同开设"苹果 - 康宁创新中心"，致力于开发先进材料和下一代制造平台。 IT之家 8 月 7 日消息，苹果公司今日表示，将把在美国制造业的投资增加至 6000 亿美元（IT之家注：现汇率约合 4.31 万亿元人民币），在今年早些时候承 诺的四年内于美国投入 5000 ...

截至当天收盘，道琼斯工业平均指数比前一交易日上涨81.38点，收于44193.12点，涨幅为0.18%；标准 普尔500种股票指数上涨45.87点，收于6345.06点，涨幅为0.73%；纳斯达克综合指数上涨252.87点，收 于21169.42点，涨幅为1.21%。 新华财经纽约8月6日电（记者刘亚南）由于苹果公司股价显著上涨带动，纽约股市三大股指6日高开， 随后窄幅震荡，早盘涨幅扩大，午后强势盘整，收盘时纽约股市三大股指均上涨。 美国总统特朗普6日签署行政令，以印度"以直接或间接方式进口俄罗斯石油"为由，对印度输美产品额 外征收25%的关税。这意味着美国对印度总体关税税率将达到50%。 美国券商BTIG董事总经理兼首席市场技术官乔纳森·克林斯基（Jonathan Krinsky）表示，仍然认为标普 500指数在8月份可能回落到6100点水平。 个股方面，白宫官员对媒体表示，苹果公司将投资1000亿美元扩大在美国的生产。今后4年，苹果公司 在美国投资金额将超过6000亿美元。苹果公司股价当日显著上涨5.09%，带动板块走强。麦当劳当日公 布的二季度业绩超出市场预期，其股价6日上涨2.98%。由于美国超威半导 ...

Core Viewpoint - President Trump announced an additional $100 billion investment by Apple to expand U.S. manufacturing, complementing a previously announced $500 billion commitment, which includes plans for a new factory and tens of thousands of new jobs [1][2]. Group 1: Investment and Manufacturing Plans - The new "American Manufacturing Program" aims to bring more of Apple's supply chain to the U.S., focusing on domestic manufacturing of critical components [1]. - Apple's investment includes a doubling of its "Advanced Manufacturing Fund" to $10 billion, a new factory in Houston, and a training facility in Michigan, which will create 20,000 new jobs [2]. - All iPhones and Apple Watches sold globally will feature cover glass produced in Kentucky under the new manufacturing plans [3]. Group 2: Tariffs and Trade Relations - The U.S. will impose "approximately 100%" tariff rates on chips and semiconductors, but companies manufacturing in the U.S. will not incur charges on tech supplies [2]. - Trump has indicated that Apple would face a 25% tariff unless production is shifted to the U.S. from India, where a majority of iPhones sold in the U.S. are currently manufactured [5]. Group 3: Market Reaction - Following the announcement of the new U.S. investment, Apple's shares rose by 5% to $213.25 [3]. Group 4: Broader Economic Context - Trump has been pressuring companies to increase U.S. production amid his tariff policies, which have affected various sectors, including retail [6].

Apple on Wednesday announced it will spend an additional $100 billion on U.S. companies and suppliers over the next four years.The company said its investment would incentivize overseas companies to buy more U.S.-made parts. The commitment is on top of a $500 billion announcement that Apple made in February.Apple said that it had created the so-called American Manufacturing Program that includes Corning, Coherent, GlobalWafers, Applied Materials, Texas Instruments, Samsung, GlobalFoundries, Amkor and Broadc ...

Core Insights - Earnings growth is the primary focus for companies, as profitability is essential for survival and influences share prices significantly [1][3] - Companies like Apple Inc. (AAPL), Microsoft Corporation (MSFT), and Mastercard Incorporated (MA) are currently demonstrating strong earnings growth [2][9] Earnings Estimates & Share Price Movements - Stock prices can decline despite earnings growth if they fail to meet market expectations, while prices may rally following an earnings decline [3] - Earnings estimates reflect analysts' views on sales growth, product demand, competitive environment, profit margins, and cost control, serving as a valuable tool for investment decisions [4] Investment Strategy - Investors should focus on stocks with historical earnings growth and increasing quarterly and annual earnings estimates [5] - Screening measures have been established to identify stocks with significant earnings growth and positive estimate revisions, including Zacks Rank and historical EPS growth [6][7] Top Stocks Identified - The screening process narrowed down 7,839 stocks to 20, highlighting the top three: - Microsoft (MSFT) with an expected earnings growth rate of 12.3% and a Zacks Rank of 2 (Buy) [11] - Mastercard (MA) with an expected earnings growth rate of 11.4% and a Zacks Rank of 3 (Hold) [12] - Apple (AAPL) with an expected earnings growth rate of 8.2% and a Zacks Rank of 3 (Hold) [10]

Group 1 - Apple plans to invest an additional $100 billion in US manufacturing, which is part of a broader strategy to align with political pressures and tariffs [1][5][11] - This new investment follows a previous commitment made in 2021 to invest $430 billion over five years and hire 20,000 employees, with some projects already underway [2][5] - The recent announcement indicates an increase in spending by $25 billion annually, building on earlier plans, although there is no mention of additional hiring [3][5] Group 2 - There are doubts about whether Apple will manufacture iPhones in the US, as recreating the necessary supply chain is considered nearly impossible [4][9] - The investment is seen as beneficial for political optics, particularly for Donald Trump, who seeks to showcase corporate investment in America [9][12] - Apple is also looking for relief from tariffs imposed by Trump, having already incurred approximately $2 billion in tariffs over the last two quarters [11][12]

Core Viewpoint - Powell Industries, Inc. (POWL) is positioned as a key player in the nuclear build-out and power capacity expansion driven by AI data centers, despite a recent revenue miss impacting short-term sentiment [1][5][6]. Group 1: Company Performance - Powell Industries reported strong earnings per share (EPS) but missed revenue expectations, leading to a sell-off in the stock [5][6]. - The recent performance of nuclear-adjacent companies like OKLO, Inc. and Centrus Energy Corp. highlights the ongoing investor interest in the energy sector [2]. Group 2: Market Sentiment and Strategy - The near-term sentiment has shifted negatively due to the revenue miss, causing a compression of multiples and a reaction from fast money investors [6][7]. - The company plans to leverage the post-earnings drop to establish a bullish options position, taking advantage of elevated put pricing while maintaining upside potential [9]. Group 3: Structural Drivers - The fundamental drivers for Powell Industries remain intact, including the increasing power needs of data centers, grid modernization, and the momentum in nuclear energy [8]. - Powell's role in supplying essential equipment for power distribution continues to be critical, unaffected by the fluctuations of a single quarter [8]. Group 4: Macro Context - The investment aligns with broader themes of Reindustrialization, Embodied AI, and Energy, emphasizing the need for robust power supply for factories, robots, and AI data centers [10].

Apple CEO Tim Cook speaks during the Apple Worldwide Developers Conference (WWDC) on June 09, 2025 in Cupertino, California.Apple shares popped 5% Wednesday, ahead of an Oval Office event touting an update to the company's stated plans to spend and invest in the U.S.CEO Tim Cook will join President Donald Trump for the announcement set for 4:30 p.m. ET.Apple will up its previous commitment, made in February, from $500 billion to $600 billion over the next four years, a White House official told CNBC. It wil ...

Core Viewpoint - Apple is set to increase its investment in US production by an additional $100 billion, raising total commitments from $500 billion to $600 billion over the next four years as part of a new agreement with the US government [1][2]. Group 1: Investment and Employment - The new investment plan will include hiring 20,000 US workers over the same four-year period [2]. - The announcement is expected to be made at an event featuring Apple CEO Tim Cook [3]. Group 2: Production Strategy - Apple is adjusting its production strategy in response to high tariffs on imports from countries where it traditionally manufactures its products, such as China [4]. - The company has begun relocating some production to countries like India and Vietnam to mitigate tariff impacts and reduce dependence on Chinese supply chains [5]. - Apple aims to avoid significant price increases on its products, particularly with the upcoming launch of the iPhone 17 in September [5].

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, The ...