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Why Making iPhones in the US Is a ‘Non-Starter,' Wedbush Says, as Trump Pressures Apple

1. Apple's U.S. manufacturing plans for iPhones deemed infeasible by analysts. 2. Wedbush estimates American-made iPhones would cost $3,500, dramatically higher than current models. 3. Trump pressures Apple to halt India expansion, favoring U.S. manufacturing. 4. Apple's stock rises nearly 7%, buoyed by optimism over potential trade deals. 5. Analysts maintain mixed price targets for AAPL amid fluctuating market sentiments.

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FAQ

Why Bearish?

Analysts view U.S. production as too costly, impacting growth prospects and stock sentiment. Historical instances, like past tariffs impacting production costs, suggest this could lead to price stagnation.

How important is it?

The cost implications of U.S. manufacturing directly affect Apple's pricing strategy and profit margins, impacting investor sentiment significantly.

Why Short Term?

Pricing pressures from potential production locations could immediately affect quarterly results. Recent shifts in production strategies often manifest in stock performance within a few months.

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