“We’re on the verge of a design revolution — where you can pull an idea straight from your mind, shape it with your hands in 3D space, and print it into existence. That’s the future of manufacturing.” – Elon Muskhttps://t.co/AfRiTbISY5 ...

The tariff war isn't over just yet. October 1st, a slew of new tariffs will take effect, including a 100% tariff on some imported drugs, 50% on kitchen cabinets, 30% on upholstered furniture, and 25% on big trucks. On top of that, the Wall Street Journal reporting that President Trump plans to mandate a onetoone policy for chip makers to manufacture as many chips in the US as they do overseas or face hefty tariffs.Here to break it all down, Sam Stovall, CFR research chief investment strategist and Yahoo Fin ...

Joining us now, Courtney Breen, senior analyst at Bernstein, covering US Pharma, Bioarma. Courtney, great to have you with us. Um, obviously there's still some some questions outstanding.I'm I'm wondering if you're you know, as you think about companies with US manufacturing, if companies have pre-existing plants, are they also exempt. I think what we've had so far is a a tweet or a post uh on on truth social rather than necessarily the discreet and detailed policy. So I think there are a lot of questions t ...

Around the world, politicians are fixated on factories. But this obsession with factories is built on myths—and will be self-defeating https://t.co/ms4AdbGQ8H ...

“I don’t spend my time pontificating about high-concept things; I spend my time solving engineering and manufacturing problems.”@elonmusk https://t.co/qzaPy1471G ...

Around the world, politicians are fixated on factories. But this obsession with factories is built on myths—and will be self-defeating https://t.co/xRmjs1Vpiu ...

Market Trends - Retail sales and manufacturing show positive growth, suggesting economic strength [1] - GDP has been revised upwards, indicating a stronger economic outlook [1] - Jobless claims are lower, suggesting the labor market is not weakening as much as feared, and recession predictions may be inaccurate [1] - AI spending is a primary driver of market performance over the past year [1] Fiscal & Monetary Policy - Fiscal policy remains expansionary with continued government spending [1] - Monetary policy is becoming less restrictive, with potential rate cuts [1] - The Federal Reserve's uncertainty about future actions suggests a tendency to follow existing trends [1]

Industry Focus - Politicians worldwide are overly focused on factories [1] - This focus is based on myths and will be counterproductive [1]

Manufacturing & Supply Chain - Apple is committed to increasing manufacturing in the United States, investing \$500 billion initially and later committing \$600 billion [5][7][8] - Apple is working to stitch together the end-to-end silicon supply chain and is pleased with the progress [6] - Apple has a deal with MP Materials to produce rare earth magnets in the United States, promoting advanced manufacturing domestically [7] - Apple currently partners with 79 factories across the United States, supporting communities and providing good-paying jobs [22] Artificial Intelligence (AI) - Apple integrates AI across its operating system, including features like smart replies, mail summarization, and visual intelligence [12][13] - Apple is developing a personalized Siri, expected to be available next year [14] - Apple has integrated Open AI into its operating system, allowing users to access Open AI with Siri [15] - Apple views AI as the most profound technology of our lifetime and is "all in" on AI development [16] Regulatory & Global Strategy - Apple is in constant communication with the US administration, which is focused on decreasing regulation to facilitate building new factories and data centers [9][10] - Apple acknowledges the Digital Markets Act in the EU presents challenges, potentially delaying the introduction of certain innovations in that region [25] - Tariffs are seen as a motivating factor for businesses to consider domestic manufacturing [11]

Around the world, politicians are fixated on factories. But this obsession with factories is built on myths—and will be self-defeating https://t.co/Ob9w3dW3kS ...