BREAKING: Donald Trump threatens additional tariffs and export restrictions on chips and other advanced tech from countries with digital taxes https://t.co/9Ao1yCbGBc ...

Core Viewpoint - Micron Technology is positioned for continued growth due to strong demand for chips and data centers, with recent earnings results providing further optimism for investors [2][4][6]. Group 1: Company Performance - Micron's stock has rallied 25.2% over the past quarter, significantly outperforming the S&P 500 index, which rose by 8.6% [4]. - The company reported earnings per share (EPS) of $1.91, exceeding market expectations of $1.57 by 22% [6]. - Demand for Micron's HBM chips has been higher than anticipated, with management indicating this trend will persist in upcoming quarters [7]. Group 2: Valuation Metrics - The current price-to-earnings-growth (PEG) ratio for Micron is 0.2x, suggesting that 80% of future EPS growth is not yet priced in [9]. - Analysts have set a 12-month price target for Micron at $147.24, indicating a potential upside of 19.73% from the current price of $122.98 [9]. - Some analysts, like Kevin Cassidy from Rosenblatt Securities, project a target price of $200 per share, implying a 62% upside potential [11]. Group 3: Market Sentiment - Recent institutional buying activity has been noted, with Rafferty Asset Management increasing its holdings in Micron by 37.5%, bringing their total position to $508.9 million [12]. - The overall analyst consensus is a Moderate Buy rating for Micron, reflecting confidence in its growth potential despite recent stock performance [10][14].

Core Viewpoint - Apple is significantly increasing its domestic investment in the U.S. to adapt to changing political and trade environments, committing $600 billion over the next four years to bolster its manufacturing presence and supply chain resilience [2][5]. Group 1: Investment and Commitment - Apple has pledged $600 billion in domestic investment over the next four years, building on a previous commitment of $500 billion made earlier this year [2]. - The new American Manufacturing Program aims to repatriate production by Apple's suppliers and partners, expecting to create 20,000 new jobs directly and support additional employment throughout its supply network [2][3]. Group 2: Strategic Manufacturing Initiatives - Apple plans to establish a U.S.-based chip supply chain, with expectations to produce over 19 billion chips by 2025 across 24 factories in 12 states [3]. - The initiative aligns with U.S. government efforts for semiconductor independence and involves partnerships with companies like Corning, Texas Instruments, and Amkor Technology [3]. Group 3: Challenges and Market Dynamics - Industry experts highlight challenges such as higher labor costs, a shortage of skilled workers, and the concentration of key suppliers in Asia, making large-scale electronics assembly in the U.S. difficult [4]. - Apple is likely to focus on manufacturing high-value components domestically while continuing to assemble final products overseas, a compromise accepted by the Trump administration [4]. Group 4: Political and Economic Implications - Apple's exemption from Trump's reciprocal tariffs, including a 25% levy on Indian imports, protects its key product lines from immediate cost increases [5]. - This strategic repositioning may enhance Apple's political standing in Washington and reshape its global supply network over the long term [5].

will be putting a tariff on of approximately 100% on chips and semiconductors. But if you're building in the United States of America, there's no charge. Even though you're building uh and you're not producing yet in terms of the big numbers of jobs and all of the things that you're building, uh if you're building, there will be no charge.This is a significant step toward the ultimate goal of ensuring that iPhones sold in the United States of America also are made in America with the mass infusion of capita ...

You know what it's like to be in the Oval Office when the chiefs of corporate America come to town. And the president has made a habit of this. Now, in this case, corralling Tim Cook, he had several others for unrelated events in the Oval Office to talk about this grand domestic investment.Is this something that Republicans and Democrats can see eye to eye on. Oh, absolutely. The CHIPS Act passed last year, in the year before with bipartisan support.You know, growing our chips and our aid capability is a no ...

will be putting a tariff on of approximately 100% on chips and semiconductors. But if you're building in the United States of America, there's no charge. Even though you're building uh and you're not producing yet in terms of the big numbers of jobs and all of the things that you're building, uh if you're building, there will be no charge.So, I just want everyone to know that. an 100% tariff on all chips and semiconductors coming into the United States. But if you've made a commitment to build or if you're ...

We're going to be putting a very large uh tariff on chips and semiconductors. We'll be putting a tariff on of approximately 100% on chips and semiconductors. But the good news for companies like Apple is if you're building in the United States, there will be no charge. ...

the the deal that you and nobody knows it, Becky. Nobody knows it because, you know, they they don't know. No, that that we have been trying to figure out the details on that, Mr.. President. So, well, there are no details on that. The details are 600 billion to invest in anything I want. Anything I can do anything I want with it.And the purpose was they've been, you know, ripping us for so many years that it's time that they pay up. And they have to pay up. We couldn't afford to have the deficits.Look, I I ...

When it comes to spotting the next few years of trends for any given industry in the global economy, investors are often paid more for their thinking and waiting rather than for playing it safe until everything is as clear as day. With this in mind, a new trend may be forming after the latest jobs data in the United States revealed an unexpected discrepancy. Taiwan Semiconductor Manufacturing TodayTSMTaiwan Semiconductor Manufacturing$238.82 +3.61 (+1.53%) 52-Week Range$133.57▼$248.28Dividend Yield1.03%P/E ...

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