The Money Wise guys are back in the studio and kick off this week’s episode by recapping a strong rebound for the markets, with the Dow up 1.3%, the S&P 500 climbing 2.4%, and the NASDAQ jumping 3.9%, reaching an all-time closing high on Friday. Despite factory orders falling 4.8%, markets largely brushed off the news, along with fresh tariff headlines involving chip manufacturing and India. Apple’s $100+ billion commitment to new U.S. facilities added to the upbeat sentiment. The guys put market gains in perspective, noting the S&P 500 is up only 6.6% without dividends since President Trump’s election, despite a 30% rebound from April’s “tariff tantrum” lows. They also discuss the market’s tendency to rise regardless of which party holds the presidency, Trump’s CEO-style approach to leadership, and how political noise often keeps professional money managers on the sidelines.
Apple’s Big Investment
Apple made headlines this week with the announcement of a massive $100+ billion investment to expand manufacturing facilities in the United States. The move signals a continued commitment to domestic production, particularly in high-demand areas like chip manufacturing, which has been at the center of recent trade and tariff discussions. By building more capacity on U.S. soil, Apple could help strengthen supply chains, create jobs, and reduce reliance on overseas production, factors that the market and policymakers are watching closely. The news added to the week’s upbeat tone, reinforcing investor optimism even as broader economic data remained mixed.
In the second hour, the Money Wise guys explore RIA vs. Broker. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
