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

“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].

Well, President Trump's family is launching a smartphone alongside its own mobile service dubbed Trump mobile. However, will it follow in Trump's Made in America agenda. Yahoo.Finances tech editor Dan Hley joins us now with more. Dan. Yeah, Josh.This is uh something that uh the Trump family went out and announced yesterday, basically showing off uh the idea of this Trump mobile phone plan. Uh it's basically a virtual mobile network. It's going to ride on what they say is uh the three major carriers in the U ...

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]

Core Viewpoint - Apple's iPhone faces significant challenges due to potential production shifts to the U.S. and rising costs, which could lead to a drastic increase in prices and a substantial loss in revenue if consumers switch to competitors like Samsung [3][4][5][16]. Group 1: Production and Cost Implications - Apple has primarily manufactured iPhones in China, with some production recently moved to India to mitigate tariffs [6][8]. - A shift to U.S. production could require an investment of $30 billion over three years to produce only 10% of iPhones domestically, leading to a potential price increase to $3,500 for consumers [4][16]. - The all-in cost of producing an iPhone in the U.S. could rise significantly, with estimates suggesting costs could be five times higher than in China [13][15]. Group 2: Revenue Impact and Consumer Behavior - If iPhone prices were to triple, Apple could face a revenue loss of up to $153 billion, assuming 70% of customers switch to lower-priced alternatives [5][17]. - In a best-case scenario, where only 10% to 20% of consumers switch, the revenue loss could still range between $23.6 billion and $47.2 billion [19]. - Apple's iPhone sales in 2024 are projected at 232 million units, with an average price of $1,018, totaling $236.2 billion in revenue [18].

Apple is a consumer electronics company whose current products and services have no significant connection to national security, so why is it persistently and publicly targeted by Trump?1. Pressuring high-profile targets amplifies publicity. Forcing Apple, the world's most famous company, and its iconic iPhone to adopt "Made in America" policies generates maximum exposure and reinforces Trump’s ongoing narrative.2. Selecting a target reluctant to oppose or retaliate.Apple is reluctant to openly contest Trum ...

Financial Data and Key Metrics Changes - Consolidated net sales for Q3 FY 2025 increased by 2.7% to $53.8 million compared to $52.4 million in Q3 FY 2024, marking the third consecutive quarterly year-over-year increase in sales [11] - Non-GAAP operating profit for Q3 FY 2025 rose to $2.2 million, up from $1 million in the prior year [6][12] - Consolidated gross margin for Q3 FY 2025 was 31.0%, up from 29.5% in Q3 FY 2024, driven by margin expansion in PMT and GES [13] - Net loss for Q3 FY 2025 was $2.1 million, while non-GAAP net income was $1.6 million, compared to a net income of $0.8 million in Q3 FY 2024 [15] Business Line Data and Key Metrics Changes - Semiconductor wafer fab sales surged by 139% year-over-year, while Canvys sales increased by 39.5% [5][12] - PMT sales grew by 6.6% due to higher sales to semiconductor wafer fab customers [12] - GES sales totaled $9.3 million, a 55% increase over Q2 FY 2025 but down 19% year-over-year due to lower sales of wind turbine battery modules [23] - Canvys net sales increased by 39.5% to $9.2 million in Q3 FY 2025, driven by higher sales in North American markets [36] Market Data and Key Metrics Changes - The backlog for GES and PMT remained strong at $95 million at the end of Q3 FY 2025 [27] - Canvys' backlog at the end of Q3 FY 2025 was $36.6 million, providing a robust foundation for future business [36] Company Strategy and Development Direction - The company is focusing on core businesses, particularly Green Energy Solutions, following the sale of its Healthcare business [7][42] - The strategic transaction is expected to simplify the business and improve the financial model long-term [42] - The company aims to capitalize on policies driving manufacturing back to the US and increase the need for US content [8] - Investments will be made in business development and engineering teams to improve market reach and time to market [49] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about growth opportunities in semiconductor wafer fab equipment and Green Energy Solutions [53] - The current operating environment is described as fluid, with expectations of limited market growth in the US but continued sales growth through market share gains [29] - The company is well-positioned to differentiate itself in global niche markets like energy storage [48] Other Important Information - The company ended Q3 FY 2025 with no debt and $36.7 million in cash and equivalents [19] - A quarterly cash dividend of $0.06 per common share was declared, to be paid in Q4 FY 2025 [20] Q&A Session Summary Question: What should we expect in terms of sequential growth for GES? - Management expects growth in Q4 FY 2025 and FY 2026 based on backlog and inventory position [57] Question: Are there any cancellations or delays in projects? - No cancellations reported; all identified programs are moving forward [60] Question: How is the semiconductor wafer fab business performing? - Strong growth is expected to continue, with visibility from corporate and engineering teams [62] Question: How will capital allocation be handled post-Healthcare sale? - Initial investments will focus on expanding existing products and technologies [86] Question: Can you provide updates on Progress Rail and Wabtec? - Significant orders are being processed, with shipments expected in FY 2026 [94][97] Question: What are the expected losses from the Healthcare segment? - Specific loss figures are not disclosed, but efforts are being made to minimize them [104]