In this episode, Scott Becker discusses Apple’s stock drop and the company’s move to bring $19B in chip production to the U.S. amidst trade and security concerns.
Chapter 1: What is the current status of Apple's stock?
this is scott becker with the becker private equity and business podcast today's discussion is Apple, Trump, China, and more. So here's the discussion. Apple's down about 4% today. It's about to fall into second in market cap to Microsoft. Microsoft is about to surpass Apple. Apple is now down at least midday on Friday at $3.04 trillion, $3.08 trillion, where Microsoft started at $3.16 trillion.
Chapter 2: Why is Apple moving chip production to the U.S.?
But what's fascinating is Apple is going to repurpose some of their chip production to the United States. What it says in the headline today is they're going to move 19 billion chips to the U.S. And again, you could hate Trump. You could like Trump. You could look at the Trump tariff as a disaster. You could look at the Trump economy.
Chapter 3: What are the implications of the Trump economy on Apple's strategy?
you know, the Trump bump in the stocks last couple of weeks as he's softened the trade stance as a positive. I don't care what you think. All I can tell you is. Getting more chip production back in the United States and having some more manufacturing back in the United States is absolutely critical to the United States' long-term economic and military security.
We've got some of these things being manufactured here, and we're not totally reliant on them being manufactured in either China or territories that China would like to make China. So however you look at it, yes, Apple – having a tough year so far. The movement to production to India and the U.S. and lessen reliance a little bit on Taiwan and China. probably long overdue and needed.
And just fascinating to watch this, whether you're on the left or the right, it is a fascinating time to watch whether you hate Trump or believe that Trump is good for the country. I don't know. I don't care to engage with people either way that are so crazy on one side or the other. I don't care.
But I do think this is a fascinating headline to see Apple move 19 billion chips back to the United States. That's amazing. And some of the production there and whether you like this or not, We can't be in a spot where all of our industry, particularly economic security, global security industry, is sourced in one country that we're just trying to have a detente with.
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