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Trump Sets 100% Chip Tariffs Unless Firms Invest in U.S.

William Attardi on August 7, 2025

President Trump said he would impose roughly 100% tariffs on all chips coming into the U.S. but exempt tech companies that have promised to manufacture domestically, a big win for Apple and other electronics firms worried about new trade challenges. Trump’s announcement came at an event trumpeting a new $100 billion investment pledge from Apple. The company has increased its commitments in the U.S. but stopped short of moving iPhone production to the U.S. as Trump wants. The company’s $100 billion promise adds to a $500 billion, four-year commitment Apple made in February that repackaged much of Apple’s existing spending plans in the U.S. Nearly every major tech firm has promised to put more into their U.S. operations, resulting in over $2 trillion in new pledges in the past seven months. f16AjRmObp1pmp4xDQAH-WSJNewsPaper-8-7-2025.pdf

Apple Just Gave This Rare-Earth Company $500m

William Attardi on July 16, 2025

 It’s been a long time since an expensive magnet has been able to sport a “Made in America” sticker, but recent massive investments in one private company could change all that. Apple announced yesterday that it would commit to a $500 million deal with the only US-based rare-earth producer, MP Materials.  The company was founded in 2017 to bring production back to Mountain Pass Rare Earth Mine in Southeast California, about 50 miles south of Las Vegas, Nevada, which is the second largest rare-earth mine in the world—and the only one operational in the US.  MP Materials’ stock has skyrocketed almost 500% since going public in 2020. Morning Brew crew@morningbrew.com

Apple Will Spend More Than $500 Billion in the U.S. Over the Next Four Years

William Attardi on February 24, 2025

Today, Apple supports more than 2.9 million jobs across the country through direct employment, work with U.S.-based suppliers and manufacturers, and developer jobs in the thriving iOS app economy. As part of its new U.S. investments, Apple teams and facilities to expand in Michigan, Texas, California, Arizona, Nevada, Iowa, Oregon, North Carolina, and Washington, and hire 20,000 people.

  • Opening a New Manufacturing Facility in Houston
  • Doubling Apple’s U.S. Advanced Manufacturing Fund
  • Growing R&D Investments Across the U.S.
  • Supporting American Businesses with a New Manufacturing Academy in Detroit

Apple will spend more than $500 billion in the U.S. over the next four years – Apple

Name, Image Likeness (NIL) – NIL legislation has transformed the college sports landscape. The Supreme Court, NCAA, and student-athletes all played a role in the new compensation rules. NCAA long argued that amateurs are understood as those who do not profit off of their athletic performance and college sports fans and consumers demanded amateur play on the collegiate level. That argument was denied by the Supreme Court. Student-athletes can now be paid for their autograph, developing their own merchandise, promoting products or services, and event appearances due to their personal celebrity. Now, athletes are starting their own brands, endorsing brands, and becoming their own brands. While the Supreme Court and NCAA passed Name, Image, and Likeness into affect, schools still have their own specificities around the new rule. One of the most important hurdles for student-athletes now is to use these guidelines properly. That is to say athletes must understand how the state they play in or school they attend may affect the way they can utilize now-legal NIL rules. Rules on school logo restrictions, what products may or may not be sponsored, as well as other guidelines, differ from state and school. Athletes are also expected to inform universities of NIL deals and contracts they decide to engage in. Social media and personal branding are now more important than ever. And this is just the beginning.