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 ...

RT apewood (@apewoodx)growth? good (retail sales, manufacturing this morning, gdp revised up. jobless claims lower today suggesting bottom is in on the labor market weakness and recession mongers are again wrong). most importantly still a lot of spending on ai which has been the primary driver of the markets over the past year ish (while most want to focus on rate cuts, this has been the main piece)fiscal? yep still spendingmonetary? cutting and seems like the fed has basically no conviction on what they sh ...

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/ZNspxorMnk ...

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 ...

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]