Core Viewpoint - Apple has announced a significant increase in its planned investment in the United States, raising it from $500 billion to $600 billion over the next four years, which is expected to impact its supply chain and job creation in the U.S. [4][5] Investment Plans - The new investment of $600 billion translates to $150 billion annually, focusing on spending with suppliers for components like advanced glass screens and semiconductors [4] - This investment will occur across all 50 states, affecting approximately 450,000 jobs and involving 79 different factories [5] Supply Chain and Tariff Implications - The investment aims to mitigate potential tariff risks associated with importing iPhone components and semiconductors, which could have significantly increased costs for Apple [6] - While the announcement helps avoid future cost increases, it may lead to higher input costs due to U.S. labor standards, potentially compressing profit margins [9] Financial Performance - Apple's total revenue grew nearly 10% year-over-year in the last quarter, driven by growth in services and iPhone sales, indicating strong demand for its products [10] - Despite the popularity of the iPhone, unit volumes have stagnated, forcing the company to rely on price increases to maintain revenue growth [11] Market Sentiment and Valuation - The market initially reacted positively to the investment announcement, but there are concerns that it may negatively impact Apple's business in the long run [11] - Apple's current price-to-earnings ratio (P/E) stands at 35, which is considered high given its low revenue growth compared to competitors like Alphabet, which has a P/E of 22 [14]

Core Insights - T1 Energy and Corning have entered a strategic commercial agreement to enhance the U.S. solar supply chain and advanced manufacturing of affordable energy solutions [1][2] - The agreement aims to provide a stable supply of domestically sourced solar components, supporting long-term planning and energy resilience [2][3] - The partnership is positioned to address the urgent need for increased electricity in the U.S. to compete globally and achieve energy independence [3][4] Company Overview - T1 Energy Inc. is focused on building an integrated U.S. supply chain for solar and battery solutions, having completed a transformative transaction in December 2024 [5] - The company is expanding its operations in the U.S. while exploring optimization opportunities in Europe [5] Strategic Implications - The agreement is expected to support nearly 6,000 American jobs and promote energy independence through domestic manufacturing capabilities [4] - Corning's involvement emphasizes the demand for high-quality, American-made solar technologies, contributing to a resilient solar supply chain [4][7]

Core Insights - T1 Energy and Corning have entered a strategic commercial agreement to enhance the U.S. solar supply chain and advanced manufacturing of affordable energy solutions [1][2][4] - The agreement aims to provide a stable supply of domestically sourced solar components, supporting long-term planning and energy resilience [2][4] - The partnership is positioned to create nearly 6,000 American jobs and promote energy independence through a vertically integrated model [4][5] Company Overview - T1 Energy Inc. is focused on building an integrated U.S. supply chain for solar and battery solutions, having completed a transformative transaction in December 2024 [5] - Corning Incorporated is a leader in materials science with a strong emphasis on innovation and manufacturing capabilities across various industries, including solar [7] Industry Context - The U.S. requires increased electricity generation to compete globally, particularly in the AI sector, and the T1-Corning agreement addresses this need by leveraging solar energy [3] - The collaboration between T1 and Corning is expected to invigorate the U.S. solar industry by establishing critical energy supply chains based on domestic production [4][5]

RT pedro〽️ (@pedroo_nv)Your best move as an L1 founder is to stick a “made in america”’sticker on your chain.Few realize. ...

Core Viewpoint - Tesla Inc. has entered a $4.3 billion battery agreement with LG Energy Solution, signaling a shift towards domestic battery production in the U.S. and reducing reliance on Chinese battery manufacturers [1] Group 1: Impact on ETFs - The new agreement is expected to enhance investor optimism regarding U.S.-focused clean energy and manufacturing ETFs, benefiting from the "Made in America" supply chains [2] - ETFs like iShares U.S. Clean Energy ETF (ICLN) may see inflows due to their exposure to companies benefiting from the Inflation Reduction Act [3] - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) could also benefit as Tesla's domestic battery production increases, positively impacting related sectors [3] Group 2: International Clean Tech ETFs - South Korean-based LGES is a key player in the clean tech space, and ETFs with international clean tech holdings may gain from the rising profile of South Korean battery manufacturers [4] - KraneShares Electric Vehicles and Future Mobility ETF (KARS) has high exposure to global EV technology and could benefit as LGES gains prominence [4] Group 3: Challenges for China-Focused ETFs - ETFs that previously relied on China's battery leadership may face challenges as Tesla's strategy diverts investment towards non-Chinese suppliers [5] - KraneShares MSCI China Clean Technology Index ETF (KGRN) may experience subdued gains or volatility due to reduced exposure to Chinese battery output [6] Group 4: Strategic Motivations Behind the Shift - Tesla's move is driven by a desire to mitigate trade risks and leverage favorable domestic policies, such as tax credits from the Inflation Reduction Act [7] - By reducing reliance on Chinese suppliers, Tesla avoids potential tariffs and trade uncertainties, prompting a possible rebalancing in investor portfolios [8] - This shift indicates a trend towards more balanced global EV supply chains, suggesting a solid investment thesis for ETFs reflecting this larger trend [9] Group 5: Conclusion - The evolving landscape of geopolitics, policy incentives, and supply chain strategies necessitates a reevaluation of ETF holdings, with Tesla's actions serving as a catalyst for change in fund management strategies [10]

“Despite ongoing geo-political and economic tension, the premise of Made in America remains strong in the world and is associated with perceptions of high quality,” RepTrak’s chief reputation and strategy officer Stephen Hahn shared. (Photo: Getty Images)https://t.co/4OEBqdVh1C https://t.co/sXEfq1qkNu ...

“Despite ongoing geo-political and economic tension, the premise of Made in America remains strong in the world and is associated with perceptions of high quality,” RepTrak’s chief reputation and strategy officer Stephen Hahn shared. (Photo: Getty Images)https://t.co/ccejJf5TNN https://t.co/5dN1QFqmqN ...

Core Viewpoint - The article discusses the renewed focus on "Made in America" as a significant investment theme, driven by geopolitical tensions and a push for domestic manufacturing and energy independence [2]. Group 1: Companies Highlighted - Cleveland-Cliffs Inc. is North America's largest flat-rolled steel producer, operating fully integrated steelmaking facilities in the U.S. and supplying steel to various domestic sectors [5][6]. - Newell Brands Inc. produces iconic American household products and maintains substantial U.S. manufacturing despite some global sourcing. The company is focusing on streamlining operations and has a forecasted 19% earnings growth in the next 12 months [10][11]. - Energy Transfer LP operates over 125,000 miles of pipelines for transporting crude oil and natural gas, positioning itself as a key player in U.S. energy security. The stock has a consensus price target of $22.64, indicating a 26% upside potential [13][15]. Group 2: Stock Performance and Market Indicators - Cleveland-Cliffs stock is trading around $8.71, showing a strong rebound and surpassing key moving averages, with a potential upside target of $10 [7][8]. - Newell Brands stock has seen a decline of over 40% in 2025 but has recently increased by about 17% in the last 30 days, nearing its 100-day moving average [12]. - Energy Transfer stock is currently at $17.91, just below its 100-day moving average, with analysts predicting a bullish trend and a dividend yield of 7.31% [16].

Product Launch & Features - Trump family is launching a smartphone and mobile service called Trump Mobile [1] - The phone, named T1, is priced at $499 with a $100 down payment and is expected to be available in September [3] - Trump Mobile is a virtual mobile network operating on the three major US carriers: Verizon, AT&T, and T-Mobile [2] "Made in America" Claim & Controversy - The T1 phone is promoted as "Made in America," but experts doubt this claim [3][4] - The T1 phone's design is similar to the Wing Tech Revel, a Chinese-made phone [4][5] - The Revel 7, sold by T-Mobile under the Metro brand, uses a Qualcomm processor made in China [5] - Purism's Liberty phone, focused on security, costs $1,999 and took 10 years to develop US manufacturing capabilities [4][6][7] - Purism manufactures electronics in the US, but the phone frame is built in China [7] Market & Political Context - The launch aligns with the Trump administration's "Made in America" initiative [10] - The Trump administration has considered tariffs on Apple and Samsung if they don't manufacture in the US, but this is unlikely to happen soon [10][11] - There are doubts about whether the Trump Mobile project will materialize or remain "vaporware" [9]

Core Insights - Tesla Inc. has reclaimed the top position in Cars.com's 2025 American-Made Index, with the Model 3 leading the rankings after a one-year absence [1][5] - All four of Tesla's U.S.-built passenger models occupy the top four spots, reinforcing its status as a leader in American manufacturing [2][3] - Tesla's manufacturing presence in the U.S. has grown significantly, with its factories in California and Texas operating at full capacity [4][8] Manufacturing and Market Position - Tesla's Model 3 has regained its top position, while the Model Y shares second place, indicating a strong competitive edge over legacy automakers [5][6] - The shift towards electric vehicles is evident, with eleven EVs now featured in the top rankings, highlighting the industry's move towards electrification [7] - Tesla's success is not solely reliant on government policies; the company has established a robust domestic manufacturing operation that is yielding positive results [8] Political and Economic Context - The resurgence of Tesla in the rankings coincides with a political climate that emphasizes U.S. manufacturing, particularly with Donald Trump's return to the political scene [6][8] - Tesla's all-electric fleet symbolizes both innovation and American manufacturing pride, aligning with the "America First" narrative [6][8] - The current political and economic environment may provide a favorable backdrop for Tesla's stock performance, potentially benefiting shareholders [9]