12:15 AM EDT, 08/07/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

At a White House event, AAPL pledged an additional $100B in U.S. investments ($600B in total) where President Trump implied AAPL and others planning to build in the U.S. will likely see exemptions ahead of the yet-to-be released 232 semiconductor investigation outcome. Trump said his administration is looking to impose a 100% tariff on imports of chips, but we now await plan specifics and criteria of what would qualify as a tariff exemption. Still, AAPL appears well-positioned and with tariffs likely to be averted, we no longer anticipate pricing hikes for the iPhone 17 cycle and note it alleviates margin compression risks. Also, we think AAPL is poised to see more upside to shares as it climbs a wall of worry, with investors now eyeing expected court remedies tied to the Google Search monopoly case (seen later this month; we think the end of the exclusive default search partnership is priced in) and as we believe the company is poised to finally deliver on its AI integration promise next year.