Apple's Surging Shares, Upbeat Earnings, and $100B US Manufacturing Investment

# Apple's $100B US Manufacturing Bet: Stock Soars on Earnings Beat & Analyst Upgrades

Discover why Apple shares surged over 5% to $213 in our latest podcast episode. We break down the tech giant's impressive fiscal Q3 results that exceeded Wall Street expectations, with EPS hitting $1.57 and revenue climbing to $94B. Learn how iPhone and Mac sales drove this growth and what Apple's massive $100B investment in US manufacturing means for investors. We analyze the impact of rising tariff costs, examine the new $100B stock buyback program, and share why major analysts from Goldman Sachs to Citigroup are raising their price targets to as high as $251. Whether you're a current shareholder or considering an investment, this episode provides essential insights into Apple's financial health, strategic initiatives, and Wall Street sentiment. Tune in to understand why Apple remains a technology sector bellwether and potential long-term investment opportunity.

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Episode Transcript

Speaker 1 (00:00):
Apple shares are trading at just over two hundred thirteen
United States dollars as of the most recent close, surging
more than five per cent in the latest session. This
rally followed massive trading activity, with daily volume spiking sharply
to nearly one hundred million shares, which is well above
the usual average. This heightened volume and price action appear

(00:22):
to be driven by a combination of upbeat quarterly earnings,
major new investment plans, and a wave of analyst target upgrades. Recently,
Apple delivered stronger than expected financial results for its fiscal
third quarter. Earnings per share hit one dollar and fifty
seven cents, topping consensus by fourteen cents. Revenue soared to

(00:44):
over ninety four billion United States dollars, a solid year
over year increase of nearly ten percent. The growth was
led by a thirteen percent jump in iPhone sales and
a fifteen percent increase in Mac revenue, with the N
four MacBook air gaining impressive traction. Perhaps the biggest catalyst
now influencing Apple shares is news of a one hundred

(01:06):
billion United States dollar investment in United States manufacturing. This
move aims who increase domestic production and help Apple manage
rising tariff costs. Market participants are watching closely for further
details from Chief executive officer Tim Cook, especially with tariff
expenses already reaching eight hundred million United States dollars this

(01:27):
past quarter and expected to rise further. The company's management
has also kicked off a one hundred billion United States
dollar stock buy back program, allowing it to repurchase up
to three percent of its outstanding shares, which typically signals
management's confidence in the value of the business. On Wall Street,
sentiment remains generally upbeat. Over a dozen analysts have rated

(01:52):
the stock as a buy, with average target prices ranging
from two hundred thirty to two hundred forty dollars. Price
targets from some of the large firms, including City Group
and Goldman Sachs, now extend up to two hundred forty
five and two hundred and fifty one United States dollars, respectively.
Even analysts previously cautious on Apple have either updated their

(02:15):
price targets higher or moved their ratings from underweight to neutral.
Apple's consistent innovation, high margin services, and dominant ecosystem continue
to underpin expectations for ongoing growth, and both dividend and
buy back initiatives reinforce confidence among investors. As a result,

(02:38):
Apple continues to be viewed as both a bell weather
for the technology sector and a resilient long term holding.