AAPL: Apple Stock Jumps 5% for Best Day Since April — More Billions Going into US Manufacturing

“Fine, we’ll do $100 billion more,” Tim Cook, probably, as he was trying to spare his giant company from getting slapped with more tariffs.

💰 Apple Doubles Down on US Investment

• Apple stock AAPL surged 5% on Wednesday, marking its best single-day gain since April’s conundrums, after the iPhone maker announced it’s jamming another $100 billion in US investments, bringing its total commitment to $600 billion over four years.
• CEO Tim Cook joined President Trump in the Oval Office on Wednesday to unveil the move, complete with a photo op and an Apple-themed plaque.
• At the White House presser, Trump couldn’t resist a jab: “Apple’s been an investor in other countries—I won’t say which ones—but a couple. And they’re coming home.” (Hint: China and India, keep reading, it gets more interesting.)

💻 AI, Silicon, Software Jobs Coming

• Apple says it will hire 20,000 people in the US, with a strong focus on AI, chip design, R&D, and software development — basically everything that makes Apple devices smarter and more expensive.
• It’s all part of a long-term strategy to shift high-value work stateside as geopolitical tensions force a rethink of global supply chains. It’s another attempt, at least — Apple first announced a jumbo $500 billion investment in US jobs back in February.
• This comes at a delicate moment: Trump just threatened 50% tariffs on India, Apple’s new production base for US-bound iPhones. Coincidence? No such thing in the upper echelon of tech.

🦅 ”Made in the USA”

• Apple unveiled a new American Manufacturing Program with suppliers like Corning GLW, which will make all iPhone and Apple Watch cover glasses in Harrodsburg, Kentucky.
• “Soon, every iPhone and Apple Watch sold around the world will be built with Kentucky-made cover glass,” Apple said, subtly flexing its “Made in the USA” credentials.
• Apple says the new program is part of its plan to accelerate domestic supply chain efforts, and possibly duck any new tariffs with a bit of down-home optics. Also, traders have recently rediscovered the joy of holding Apple shares after the company’s recent earnings update sparked renewed optimism.

📦 Exit China, Enter India?

• Behind the scenes, Apple has already shifted US-bound iPhone production from China to India, hoping to sidestep Trump’s tariffs and reduce exposure to Beijing’s economic pull.
• But India isn’t a safe harbor now either. Trump’s planned 50% tariffs could mess with the calculus, especially after India’s Russia-tied oil-buying habits ticked him off.
• Still, Cook’s White House visit and the $100 billion manufacturing boost may help Apple stay off Trump’s tariff radar — at least for now.