Trump Set to Reveal $100B Apple Mega-Deal for US—Here’s Why It Matters

Brace for impact—Apple’s $100B US investment, orchestrated by Trump, could reshape tech and politics overnight.

Why now? The timing reeks of election-year theatrics, but the capital influx is real. Silicon Valley’s favorite trillion-dollar company just placed a bet on America 2.0.

Follow the money: That $100B isn’t philanthropy—it’s a tax play, talent grab, and supply chain overhaul wrapped in Stars-and-Stripes packaging. Wall Street’s already pricing in the subsidies.

The cynical take: Another ‘win’ for politicians to parade before Main Street while institutional investors quietly front-run the supply chain moves. Classic late-stage capitalism.

Key Takeaways

• Apple CEO Tim Cook is expected to join President Donald Trump at the White House later Wednesday to unveil a $100 billion pledge from the iPhone maker in U.S. manufacturing.
• The company has faced growing pressure from Trump in recent months to make more of its flagship products like the iPhone in the U.S.
• The move could help Apple avoid more punishing import levies from the Trump administration, as it faces a growing hit from tariffs.

Apple (AAPL) CEO Tim Cook is expected to join President Donald TRUMP at the White House later Wednesday to unveil a $100 billion pledge from the iPhone maker in U.S. manufacturing, according to a White House official.

The two are set to make the announcement from the Oval Office at 4:30 p.m. EDT, and it's expected to include a new manufacturing program that could help Apple avoid more punishing tariffs on its products. 

“President Trump’s America First economic agenda has secured trillions of dollars in investments that support American jobs and bolster American businesses. Today’s announcement with Apple is another win for our manufacturing industry that will simultaneously help reshore the production of critical components to protect America’s economic and national security,” WHITE House spokesperson Taylor Rogers told Investopedia in a statement.

Apple did not immediately respond to an Investopedia request for comment. 

Apple Has Faced Months of Trump Tariff Pressure

Shares of Apple jumped nearly 6% in recent trading following the news. However, they've lost almost 15% of their value since the start of the year amid worries about its progress in AI and a growing hit from tariffs.

The company has faced pressure from Trump in recent months to make more of its flagship products like the iPhone in the U.S. In May, the president threatened that his administration WOULD impose a 25% tariff on phones sold in the U.S. made outside the country if Apple doesn’t move to shift more of its operations stateside. 

While the move from Apple raises its U.S. commitments, it also doesn’t promise a full-fledged shift to making iPhones in the U.S., which Wall Street analysts have called a "non-starter" that would prohibitively raise costs. Still, the expansion of Apple’s U.S. commitments, after a $500 billion pledge earlier this year, could help soothe some of Trump’s ire, as the iPhone Maker faces a growing hit from tariffs.

Apple, which said last week that it absorbed $800 million in tariff costs in the fiscal third quarter, projected an even bigger $1.1 billion hit from tariffs this quarter—assuming no changes in current tariff levels. 

After shifting some of its production from China, Cook said that a majority of iPhones sold in the U.S. now come from India, with the majority of Macs and other Apple products sold domestically being shipped from Vietnam.

Wednesday morning, the White House said the U.S. will impose an additional 25% tax on imports from India, raising the overall rate on goods from the country to 50%.