The jobs market steps into the spotlight this week, while second-quarter earnings season continues apace. Here’s a closer look at what to expect in the coming days. We’ll start with the Club holdings set to report, before touching on the labor-market updates and their implications for Federal Reserve policy. 1. Earnings : The action kicks…
The AI rally continued this earnings season. But companies building the underlying hardware powering the boom warned that the Iran war is putting pressure on their supply chains and profitability. A spiraling conflict in the Middle East has seen oil prices skyrocket and supply chains crucial to the tech sector hamstrung. Shortages of key chipmaking…
We’re through the busiest part of the earnings season storm, with most of the world’s biggest tech firms already in. Nonetheless, this week brings numbers from two more portfolio names — plus, three important economic reports. According to FactSet, nearly three-quarters of the 59% of S & P 500 companies that have reported quarterly results…
When Texas Instruments announced a $60 billion manufacturing megaproject in July, it was a bold bet that companies would want to mass produce foundational microchips on U.S. soil. In August, Apple vowed to do just that. During the same Oval Office press conference where President Donald Trump announced a 100% tariff on chips from companies…
U.S. President Donald Trump speaks during an event with Apple CEO Tim Cook in the Oval Office of the White House on August 6, 2025 in Washington, DC. Win Mcnamee | Getty Images President Donald Trump said Wednesday he will impose a 100% tariff on imports of semiconductors and chips, but not for companies that…
Apple CEO Tim Cook, left center, escorts President Donald Trump as he tours Apple’s Mac Pro manufacturing plant in Austin, Texas, Nov. 20, 2019. Tom Brenner | Reuters Apple CEO Tim Cook and President Donald Trump announced on Wednesday announced it will spend an additional $100 billion on U.S. companies and suppliers over the next…
William_potter | Istock | Getty Images The latest version of U.S. President Donald Trump’s “big beautiful bill” could make it cheaper for semiconductor manufacturers to build plants in the U.S. as Washington continues its efforts to strengthen its domestic chip supply chain. Under the bill, passed by the Senate Tuesday, tax credits for those semiconductor…
