Apple's focus on U.S. manufacturing isn't exactly new.

I'm David Brian Caccio.

Apple has a pattern of announcing big investments in U.S. jobs at the start of new presidential administrations.

Back in 2021 at the dawn of the Biden administration, there was a big package.

Now it's a half trillion dollar investment announcement from Apple for its U.S. operations over the next four years. That includes everything from building a new factory in Texas to make back-end computers to process data for artificial intelligence to 20,000 more researchers, to making shows and movies for Apple TV. Now, an analysis in the Wall Street Journal finds the money is in line with previous trend lines for Apple.

As for the timing of this announcement, here's Marketplace's Mitchell Hartman.

Apple's announcement comes amidst the looming threat of new import tariffs from the Trump administration

that could hit Apple's global supply chain and its biggest cash cow iPhones.

It also comes days after President Trump met with Apple CEO Tim Cook,

who Dan Ives at Wed Bush Securities calls,

10% politician, 90% CEO, definitely a good poker move to make sure if there's loopholes, exclusions of tariffs,

they'd get them.

Apple's got a lot to lose from new tariffs, says Christine McDaniel at George Mason University's Mercatus Center.

They're probably importing between 60 and 100 billion each year.

Apple now says it'll produce more domestically,

especially cutting-edge software and AI. But as for Apple's overall production spending,

says Angelo Zeno at CFRA Research. We do expect an overwhelming majority to continue to go

into China. And increasingly, its low-cost neighbor, India.

I'm Mitchell Hartman for Marketplace.

Meanwhile, an investment company analysis suggests Microsoft may have gotten a bit too over its

skis when booking data centers for AI and could be pulling back from some of those leases.

Meanwhile, the China-based e-commerce giant

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