August 7, 2025

STOCKS JUMP ON 100% SEMICONDUCTOR TARIFFS – APPLE, NVIDIA, AMD, AND MICRON BENEFIT, BUYING ON TALKS WITH RUSSIA

By Nigam Arora & Dr. Natasha Arora

To gain an edge, this is what you need to know today.

Paper Tiger Tariffs

Please click here for a chart of Apple stock (AAPL).

Note the following:

  • The Morning Capsule is about the big picture, not an individual stock.  The chart of AAPL stock is being used to illustrate the point.
  • The chart shows the run up in AAPL stock yesterday on the news of Apple investing an additional $100B in domestic manufacturing, bringing the total commitment to $600B.
  • The chart shows the move up yesterday was on heavier volume, indicating conviction.
  • The chart shows the additional jump up in the after market when President Trump indicated an exemption for Apple from the semiconductor tariffs.
Please click here or the title below to read more.
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