CNBC's "Fast Money" Apple’s U.S. Investment… And A Disney Earnings Debrief 8/6/25
Aug 6, 2025
Gene Munster, a seasoned analyst from Deepwater Asset Management, shares insights on Apple's bold $100 billion investment in U.S. manufacturing, aiming for job creation and stock recovery. He believes this move positions Apple to compete with its tech peers. Tom Rogers also analyzes Disney's recently mixed earnings, focusing on challenges in streaming while highlighting the success of its parks. They touch on market responses, competitive dynamics, and the broader implications for major firms like Lyft and Shopify amid ongoing economic shifts.
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Apple's U.S. Investment Strategy
- Apple's $100 billion U.S. investment mainly scales existing partnerships and expands the Corning glass facility.
- The move aims more for tariff relief and supply chain reorientation than immediate manufacturing overhaul.
Challenges of U.S. Manufacturing Shift
- Apple’s plan to shift manufacturing to the U.S. faces challenges due to the supply chain ecosystem built around China.
- Limited U.S. component production means a full shift is logistically and economically complex.
Apple Needs AI Strategy Boost
- Apple’s biggest operational upside awaits a strong AI strategy, which remains undeveloped.
- The tariff worries are eased with investments, but AI remains key for meaningful stock gains.
