Apple said it will invest an additional $100 billion in U.S. manufacturing and supply-chain projects over the next four years, bringing its total planned outlay to $600 billion. The commitment, disclosed after the market closed on 6 August, expands on a $500 billion pledge made in February and covers domestic component sourcing, advanced chip packaging and workforce development. The enlarged program prompted a flurry of analyst revisions. Bank of America Global Research increased its price objective to $250 from $240, citing the company’s deeper domestic footprint and supply-chain resilience. Evercore ISI matched the $250 target, while Wells Fargo raised its estimate to $245. Wedbush’s Daniel Ives maintained an outperform recommendation and lifted his target to $270, the highest among major brokers. Bank of America estimates the strategy, combined with possible exemptions from Washington’s 145% tariff on Chinese goods, could expand Apple’s gross margin by 100–200 basis points and push the metric toward 50%. Analysts also pointed to Apple’s scale and balance-sheet capacity as key advantages in absorbing higher domestic production costs. Apple shares closed at $213.25 on 6 August. The revised price targets imply upside of roughly 17% to 27% from the latest close.
Updated view of $UBER earnings and sales. @marketsurge @IBDinvestors #IBDPartner https://t.co/eqAHFpHX2f https://t.co/OOnZTsZA9x
$TSLA | 𝐓𝐞𝐬𝐥𝐚 (TSLA): Morgan Stanley maintains 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭, 𝐏𝐓 𝐬𝐭𝐚𝐲𝐬 𝐚𝐭 $𝟒𝟏𝟎.𝟎𝟎 Analyst sees 𝐡𝐮𝐦𝐚𝐧𝐨𝐢𝐝 𝐫𝐨𝐛𝐨𝐭𝐬 as 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜𝐚𝐥 𝐝𝐫𝐢𝐯𝐞𝐫𝐬; estimates $𝟐𝟎𝟎𝐊 𝐍𝐏𝐕 per unit replacing $25/hour labor with $5/hour automation. https://t.co/VhE7u4kkqQ
Morgan Stanley’s Adam Jonas says Tesla’s humanoid bots could replace 2 workers for $5/hour and drive robotaxi costs below $0.20/mile 🤯 "We estimate 1 humanoid robot at $5/hour can do the work of 2 humans at $25/hour, generating an NPV of ~$200k/humanoid. 1 robot car can https://t.co/HFVWlz6IQD