Bausch + Lomb CEO @brentlsaunders just said on CNBC they are one of the few companies that manufacture products for US consumers inside the US.Great to see American manufacturing being promoted by one of the best CEOs in America.🇺🇸 ...

American manufacturing is significantly better than most people realize.We are the best in the world at creating reusable rockets, defense equipment, pharmaceuticals and much more.Never bet against American innovation. ...

Market Trends & Investment Opportunities - Tom Lee is bullish on the stock market and cryptocurrency, anticipating a strong November with the S&P potentially rising by 200-250 points [2][3][4] - Fundamentals are leading price in crypto, with Ethereum stable coin volumes and application revenues at all-time highs, suggesting a rally into year-end [6] - Quantitative Tightening (QT) is expected to end, leading to a return of Quantitative Easing (QE), which historically drives asset prices up [24] Impact of AI & Automation - Chat GPT's launch correlates with a decline in job openings, indicating a potential impact on the job market [8][9][10] - Companies are becoming more productive with AI, incentivizing them to do more with less, increasing profitability and value [11] - China is leading in robotic hardware manufacturing, producing more robots than Germany, South Korea, Japan, and the US combined, at a lower cost [12][13] Economic & Policy Considerations - The Federal Reserve may be forced to resume balance sheet expansion to maintain an ample level of reserves and ensure financial stability [23] - Nvidia is aiming to bring back American manufacturing to enhance national security and supply chain resilience [15][17][18]

These photographs are a corrective for anyone whose image of American manufacturing is tinted in sepia https://t.co/etUBzffg2S ...

Core Insights - Whirlpool Corporation announced a $300 million investment in its U.S. laundry manufacturing facilities, aiming to enhance its American manufacturing footprint and create 400 to 600 new jobs in Ohio [2][4] - The investment is part of Whirlpool's broader strategy to reinforce its commitment to U.S. manufacturing, which has been a core aspect of its identity since its founding over 110 years ago [3][4] - Whirlpool's U.S. operations are significant, with 80% of its major appliance sales coming from domestically produced products, far exceeding the industry average of 25% [5] Investment and Job Creation - The $300 million investment will be allocated to facilities in Clyde and Marion, Ohio, supporting the production of next-generation washers and dryers [2][4] - This investment is expected to indirectly support approximately 5,000 additional jobs outside the company [2] Manufacturing Legacy - Whirlpool's Clyde facility is the largest washing machine plant globally, operational since 1952, while the Marion dryer factory recently celebrated its 70th anniversary [4] - The company has invested $6 billion in U.S. capital expenditures over the past decade, contributing to a total of $23 billion spent on U.S. operations, logistics, and workforce [6] Supply Chain and Sourcing - Approximately 96% of the steel used in Whirlpool's U.S. plants is sourced domestically, highlighting the company's commitment to local supply chains [5] - Whirlpool collaborates with thousands of suppliers across the U.S., reinforcing its position as a leading manufacturer in the home appliance industry [5] Financial Support and Future Plans - Financial assistance from JobsOhio and state tax credits will support ongoing investments in workforce development and operations in Clyde and Marion [6] - The investments are pending final approval of the financial assistance, indicating a structured approach to growth and development [6]

Before the break, we aired the first part of our interview with Corning Chairman and CEO Wendel Weekes and Apple CEO Tim Cook. But we had a lot more to talk about. So, take a look.Gentlemen, got some good news from the FDA. Our Apple watches will be uh the way we can measure hypertension, the leading killer of people in the world. Now, I don't know, Wendell. I know that's your glass. That's my wife.That's your glass. But you've got to be proud of what you guys have created with the Apple Watch. Oh, we're so ...

Let's get to Jim in Herodsburg, Kentucky. Morning, Jim. Well, I've got to tell you something, guys.This is one of the most exciting shoots I have ever done. David, great that you're here because I know we've got a ton of new news. This is the place where I think that uh Tim Cook's answer to what's going on around the world and at the White House is alive and well. We are at the place that I think we build the best ever.I've got the new one. Uh but more importantly, it's all coming here. glasses made all ove ...

You've been applauding this action plan. Is there enough there for startups as well as big tech. It's it's definitely got an amazing basis for it.It was it was broad and it was reaching. And I've never seen an administration act this quickly. And I think one of the biggest issues here is that we need to be ahead of China in all aspects.And the only way that this is going to occur if if we have a public private partnership where you have both government ensuring that they're getting all the regulatory tape a ...

Supply Chain Shift - Supply chains have significantly shifted from China/Asia to North America, moving from 30% procurement from those regions to 45% in North America [1] - The industry anticipates a continued significant shift of supply chains back to North America [1] Manufacturing & Automation - High volume automated manufacturing is expected to move closer to the point of use [2] - The combination of AI, robotics, and automation presents significant opportunities in these sectors [2] Challenges - Magnetics and batteries are identified as potentially challenging areas [2]

Core Insights - Ford Motors CEO Jim Farley expresses optimism about the company's future despite the complexities introduced by tariffs [1] - The Trump administration's focus on American manufacturing aligns with Ford's long-standing strategy of investing in domestic operations [3][8] - Ford has consistently manufactured high-value products in the US, exporting more than it imports, making it the largest US automaker by domestic production [2] Tariffs and Manufacturing - Tariffs could potentially motivate re-shoring, although challenges remain due to global supply chain disruptions [4] - Ford anticipates that tariffs may increase costs by up to $1.5 billion this year on adjusted earnings [5] - The company currently manufactures 85% of its parts in the US, and increasing this to 100% would significantly raise costs [7] Supply Chain and Parts Sourcing - Ford has suspended guidance for the rest of the year due to uncertainty about parts, but a recent deal with China may allow for reinstatement [9] - The company relies on parts from China for its F-150 model, and recent developments have made these parts more affordable [9][18] - The ability to resume exports of high-end vehicles to China could boost production and strengthen Ford's global position [9] Industry Context and Future Outlook - Farley highlights the importance of industrial independence for the US, drawing parallels with countries that have lost manufacturing capabilities [15][16] - The car industry is now energy independent, and there is a call for the US to achieve industrial independence quickly [16] - Ford's historical commitment to US manufacturing is emphasized, with a focus on the need for critical minerals and semiconductors [15]