Kevin Green kickstarts Thursday's coverage with a look at two key headlines: Apple (AAPL) investing an additional $100B into U.S. manufacturing and Pres. Trump's latest tariff impact on the semiconductor space. For Apple, KG identifies the impact it could have on not only its supply-chain but other companies looking to emulate Apple's onshoring model. Then, KG looks at the 100% tariff hike on chipmakers and why it might be walked back with exemptions for companies like TSMC (TSM).
Morning Movers
07 Aug 2025
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