Trump

Big Tech

Apple Amps Up China Ops Despite Trade Tensions

Photo via Liu Bin / Xinhua News Agency/Newscom

The announcement comes months after Apple said it’d invest $100 billion in US factories as part of its “American Manufacturing Program.”

2 min read

Photo via Alan Look/ZUMAPRESS/Newscom

Industries

Latest Trade War Salvo Gives Farming Giant ADM a More Valuable Cash Crop

Shares of the crop trading and processing giant soared as POTUS threatened “retribution” over China’s de facto US soybean embargo

2 min read
Photo via Tom Williams/CQ Roll Call/Newscom

Artificial Intelligence

Broadcom’s $10B Mystery Customer Underscores Ballooning AI Investments

Broadcom is tight-lipped about its client list, but analysts believe its three biggest customers are Google, Meta and Bytedance.

2 min read
Photo via Tschaen Eric/ZUMAPRESS/Newscom

Banking

JPMorgan Pledges $10 Billion Investment in US National Security

In July, JPMorgan joined with Goldman Sachs to lend $1 billion to MP Materials, the largest rare earth producer in the US.

2 min read

Finance

Trump’s New China Tariff Threat Halts Markets’ Optimistic ‘Melt-Up’

Photo via JOHN ANGELILLO/UPI/Newscom

Tech stocks, among the most vulnerable to souring US-China trade relations with China, led Friday’s sell-off.

2 min read

Industrials

Uncle Sam Weighs Investment in Canadian Lithium Miner

Photo by Famartin via CC BY-SA 3.0

Like chipmaker Intel and rare earths producer MP Materials, the US sees its investment in Lithium Americas as being in the national interest.

2 min read

Consumer

Drop the Ship-pers: FedEx, UPS Downgraded as US Policy Bites Into Import Revenue

Photo via BalkansCat

According to US Customs, untaxed “de minimis” shipments accounted for 92% of all cargo entering the US, or 4 million packages a day.

2 min read

Photo via Andrej Sokolow/dpa/picture-alliance/Newscom

Big Tech

New iPhone Air Is Ready for its Flex, but Apple Stock’s Already Swole

iPhone sales surged to $44.5 billion in the quarter ending in June, besting analysts’ $40 billion expectations and rising 14% year-over-year.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Sabelskaya via iStock

International Economics

‘Not Optimistic’: Washington Hits Tariff Impasse with Switzerland

Small, mountainous Switzerland — a country that ranks 61st in the world by total area — is one of the world’s biggest investors in the US.

5 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Dolgachov via iStock

Advisor Upside

3 Reasons to Keep Politics Out of Portfolios

Mixing politics and investing is like mixing emotions and math: It rarely adds up.

4 min read

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