Last Friday, I got a chance to speak with Tim Cook, the CEO of Apple, and Wend Weeks, the chairman and CEO of Corning at Corning's facility in Harrosburg, Kentucky, where they make the cover glass for your iPhone. While I was down there, we spent a lot more time with Tim Cook, getting into everything that's been going on with Apple. Take a look.>> Well, Tim, we're in downtown Harrisburg. He talked about the ripple effect. Is this it. >> This is it.It really makes my heart sing to see a town that is doing so ...

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

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

Business Expansion & Production - Apex is expanding its factory to accommodate the industry shift towards proliferated systems, moving away from expensive, exquisite systems [1] - Before the funding round, Apex produced approximately 12 satellites per month; now, it can produce about 80 satellites per month [2] - The company is scaling manufacturing to meet high demand from both government and commercial sectors [3] Market Demand & Opportunities - Demand for constellations is driven by US defense initiatives and commercial companies like SpaceX [4][5] - Consumer electronics, such as new Apple products, are increasing constellation requirements [6] - The company sees a new space race, emphasizing the need to increase manufacturing capabilities to compete with adversaries [4] Supply Chain & Manufacturing - Apex primarily uses US components and vertically integrates manufacturing in-house [8] - By controlling the supply chain, Apex aims to ensure rapid production of satellite platforms [9] - The company is located in Los Angeles, an aerospace capital, providing access to talent, but still needs to hire dozens to hundreds of roles [10][11] Government Relations & Strategy - Apex advocates for the US government to rethink acquisition processes [12] - The company invests in building products before government demand, enabling rapid supply [13] - Apex encourages the government to focus on commercially available off-the-shelf products instead of custom solutions [15]

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/hi3xrRnRjR ...

For more on the inflation print, the market reaction, let's bring in Westwood Holdings Group CEO Brian Casey. Westwood has more than 18 billion dollars in assets under management. How how are you positioned right now given the backdrop.You know, we're we're always going to invest in highquality companies that are improving that are mispriced. So, that has been our mantra for 42 years and we can always find those kinds of companies. I was going to say, is that harder though with record highs as everything ha ...

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/ReXyTCQt4c ...

Fiscal Policy & Economic Growth - The analysis suggests tariffs are running at an annual rate between $400 billion and $500 billion, potentially improving the deficit, but real GDP growth is considered the key to significantly reducing the deficit as a percentage of GDP [1] - The report anticipates real GDP growth will surprise on the high side of expectations later in the year and into 2026, driven by innovation platforms like robotics, energy storage, AI, multiomic sequencing, and blockchain technology, all catalyzed by AI [1] - The analysis highlights deregulation, particularly in crypto, AI, and nuclear energy, as a significant factor for economic growth, with tax changes encouraging manufacturing and innovation through accelerated depreciation schedules and full expensing of equipment, R&D, and software [1] Inflation & Monetary Policy - The report indicates that while inflation may seem stuck in the 2% to 3% range, innovation-driven productivity gains could lead to deflation in the coming years [2] - The analysis points out that M2 money supply growth has significantly dropped compared to the COVID boom, and the velocity of money is declining, potentially diffusing inflationary pressures [2] - The yield curve, measured by the two-year Treasury yield relative to the three-month Treasury yield, indicates tight monetary policy, which is expected to have disinflationary or deflationary effects [3] - True inflation CPI is reported at 19%, even with tariffs factored in, and consumer inflation expectations are expected to decline [3] Market Indicators & Investment Strategy - The analysis notes that manufacturing has been contracting for the last three years, and services are not in great shape, signaling potential economic concerns [4] - The report highlights that AI-powered capital spending is increasing, supported by new tax rules, while the trade deficit is being addressed [5] - The analysis observes that pending home sales are deteriorating, and new home inventory is high, potentially leading to price cuts and impacting the CPI [5] - The report suggests that the return on investment in the US is expected to increase due to innovation, tax laws, and deregulation, potentially strengthening the dollar [5] - The analysis notes that corporate profits are healthy, but quality of earnings and harnessing new technologies will be crucial for future growth [5] - The report observes that commodity prices are going nowhere, and gold is breaking out to all-time highs relative to metals, possibly signaling deflationary concerns [5]

A renaissance in US manufacturing promised by President Donald Trump seems, at least for now, to be moving in reverse https://t.co/inHFzHkNEa ...

Forbes 30 Under 30 2025: Industry, Manufacturing & Energy https://t.co/aFEXL5kJ74 https://t.co/0qCqeNJuTY ...