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In terms of profitability, it's way better for Apple to take the hit of a 25% tariff on iPhones sold in the US market than to move iPhone assembly lines back to US.https://t.co/ycTwPmQyEp https://t.co/VPRRpj0caU ...

就獲利而言，Apple為在美國市場銷售的iPhone承受25%關稅，遠好於將iPhone組裝產線搬回美國。https://t.co/ycTwPmQyEp https://t.co/OfyRCH4gfd ...

President Donald Trump just fired a policy warning shot toward Apple Inc. AAPL. In a Truth Social post on Friday, Trump reiterated that he expects Apple to manufacture iPhones sold in the U.S. domestically, not in India or anywhere else. If not, he warns, a 25% tariff could be slapped on the tech giant."Thank you for your attention to this matter!" he signed off with his trademark flair.The market, however, seems to be taking the threat in stride – for now.Chart created using Benzinga ProRead Also: Trump Th ...

File Photo: President Donald Trump said he warned Apple CEO Tim Cook that he expects iPhones sold in ... More the U.S. to be manufactured domestically.President Donald Trump on Friday threatened to hit Apple with a 25% tariff unless the company starts manufacturing iPhones in the U.S., just days after he criticized the company for its reported plans to move its smartphone production from China to India in a bid to beat tariffs.In a post on his Truth Social platform, Trump said he had “long ago informed” App ...

President Donald Trump warned Apple that the company could face a 25% tariff if it does not shift iPhone manufacturing to the United States.In a Truth Social post on Friday, Trump wrote: “I have long ago informed Tim Cook of Apple that I expect their iPhone’s that will be sold in the United States of America will be manufactured and built in the United States, not India, or anyplace else. If that is not the case, a Tariff of at least 25% must be paid by Apple to the US Thank you for your attention to this m ...

May 20, 2025 06:44 PM GMT China Economics Mid-Year Outlook Lingering Deflation Despite Tariff Detente We revise our 2025 GDP forecast upward by 30 bps to 4.5% due to reduced tariff headwinds. But deflation persists, as structural issues (housing, consumption) continue to exert downward pressure on prices. We expect lighter, delayed stimulus focused on infrastructure. Milder growth slowdown amid lower tariffs: 2025/26 GDP growth raised to 4.5%/4.2% YoY (vs. 4.2%/4.0%Y previously). We now see GDP YoY stabiliz ...

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Core Insights - Bank of America Securities analyst Ken Hoexter reiterated a Buy rating on FedEx Corporation, lowering the price forecast from $272 to $270 [1] - FedEx is making steady progress on structural cost initiatives, including Network 2.0, DRIVE, and Tri-Color, despite facing headwinds in international B2B volumes in F4Q25 [1] Financial Performance - Estimated EPS for 4Q25, FY25, and FY26 has been lowered by 9%, 3%, and 1% respectively, now projecting $5.55, $17.70, and $20.75, down from previous expectations of $6.10, $18.25, and $20.90 [4] - The price target now sits near the low end of the 12.5x–18.5x range due to macroeconomic pressures [5] Market Dynamics - Following a 90-day U.S.-China tariff reprieve, FedEx estimates the de minimis tariff on Chinese retailers has decreased to approximately 50% from 168%, although reporting complexity has increased [3] - FedEx has partnered with Amazon to handle select large and heavy parcels, providing a cost advantage over UPS, which is expected to be financially beneficial for FedEx [3][4] Volume Trends - March volumes were stable, but April saw a decline, and May experienced sharp Trans-Pacific declines as customers relied on existing inventories and awaited tariff relief [2]

Core Viewpoint - Medtronic is facing challenges in the fiscal fourth quarter of 2025 due to rising costs, geopolitical pressures, and declining earnings estimates despite previous earnings beats [3][4][6]. Financial Performance - Medtronic's adjusted earnings for the last reported quarter were $1.39, exceeding the Zacks Consensus Estimate by 2.21% [1] - The Zacks Consensus Estimate for fiscal fourth-quarter revenues is $8.81 billion, indicating a year-over-year growth of 2.6% [2] - The consensus estimate for fourth-quarter earnings is $1.58 per share, reflecting an 8.2% rise year-over-year [2] - Earnings estimates for the fourth quarter have declined by 1.9% over the past 90 days [2] Challenges and Headwinds - Rising costs and expenses due to inflation and geopolitical pressures are impacting profitability [3] - The tariff environment is affecting financial outlook, particularly due to Medtronic's manufacturing presence in Mexico and Canada [4] - Lower procedural volumes in elective surgeries and other medical procedures are putting pressure on the bottom line [6] - Unfavorable currency movements are expected to negatively impact revenues by $125 million to $175 million in the fourth quarter [8] Growth Opportunities - Despite challenges, Medtronic has shown resilience with mid-single-digit organic revenue growth [9] - Key growth areas include pulse field ablation, TAVR, neuromodulation, and diabetes businesses, driven by new product launches [10][12][13] - The company has made foundational changes to improve operations and is focusing on fast-growth MedTech markets [15][16] Market Position - Medtronic's stock has declined 5.9% in the fiscal fourth quarter, underperforming compared to industry peers [20] - The company's shares trade at a Price/Earnings ratio of 14.24X, below the industry average of 21.71X and the S&P 500's 20.43X [24][25] Conclusion - Medtronic has significant long-term growth potential but faces macroeconomic headwinds and rising expenses that could impact bottom-line growth [26]