Trump, 'Inflation President' Of The Free World—Investors Run For Cover
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 30 2025
0mins
Source: Benzinga
Trump's Economic Policies and Inflation: Peter Schiff labels President Trump as the "Inflation President," highlighting his return to inflationary policies such as tariffs, deficit spending, and pressure on the Federal Reserve to cut rates, which are now occurring amid rising inflation.
Market Reactions and Investment Shifts: Investors are adjusting their portfolios in response to potential inflation driven by Trump's policies, with increased interest in TIPS, gold, energy, and commodities, while companies reliant on Chinese manufacturing may face supply chain risks due to escalating tariffs.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy AAPL?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise
27 Analyst Rating
17 Buy
9 Hold
1 Sell
Moderate Buy
Current: 299.240
Low
239.00
Averages
306.89
High
350.00
Current: 299.240
Low
239.00
Averages
306.89
High
350.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, Wearables, Home and Accessories. Its services include advertising, AppleCare, cloud services, digital content, and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its wearables include smartwatches, wireless headphones, and spatial computers. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Zhongji Innolight Plans $7 Billion Hong Kong Listing
- Increased Fundraising Target: Zhongji Innolight is planning a Hong Kong listing aiming to raise up to $7 billion, an increase from the initial $5 billion target, reflecting strong investor interest and confidence in its optical module products.
- Regulatory Approval Progress: The company hopes to receive clearance from Chinese regulators by late June to facilitate its second listing, ensuring its ability to raise funds in overseas markets and further expand its international business.
- Significant Market Impact: This listing would mark Hong Kong's largest IPO this year and the biggest Chinese technology listing in the past 12 months, expected to support the revival of the Hong Kong market for Chinese tech shares and boost investor confidence.
- Comparative Industry Advantage: The fundraising scale will surpass Victory Giant Technology's $2.73 billion listing in April, further solidifying Zhongji Innolight's leading position in the Chinese tech sector and attracting more investor attention to the industry.
See More
Recap of CNBC Investing Club Monthly Meeting
- Portfolio Analysis: During the June Monthly Meeting, Jim Cramer and Jeff Marks provided an in-depth analysis of 35 portfolio stocks, highlighting their preference for Intel due to its significant upside potential in data center CPU growth, particularly in the context of competition with TSMC.
- Tech Giants Restructuring: Cramer noted a reordering of the 'Magnificent Seven,' with newcomers like SpaceX and the yet-to-go-public Anthropic and OpenAI emerging as formidable competitors, indicating intensified market competition, especially in the AI sector.
- Strengths of Alphabet and Apple: Alphabet is positioned advantageously in the AI era with its YouTube and Waymo businesses, while Apple leverages its ecosystem of over 2.5 billion iPhone users to strengthen its AI partnership with Alphabet, showcasing both companies' robust market positions.
- Market Dynamics and Investment Strategy: Despite challenges faced by Meta and Microsoft, Cramer advises maintaining investments in Amazon and Nvidia, believing that the latter's GPU demand will continue to grow, and that Amazon's cloud business remains highly profitable.
See More
Mixed Performance in US Stock Indices, Chipmakers Lead Gains
- Strong Economic Data: US May retail sales rose 0.9% month-over-month, exceeding expectations of 0.6%, indicating resilient consumer demand that could positively impact future spending and economic recovery.
- Housing Market Recovery: Pending home sales in May increased by 3.8% month-over-month, significantly surpassing the expected 0.9%, marking the largest gain in 20 months, suggesting a rebound in the real estate market that may stimulate growth in related sectors.
- Oil Price Volatility: The agreement between the US and Iran to reopen the Strait of Hormuz has driven crude oil prices down to a 3.5-month low, increasing risk-on sentiment in the market, which may lead investors to reassess the risks and returns of energy-related assets.
- FOMC Meeting Focus: The market anticipates that the Federal Reserve will keep interest rates unchanged, but the press conference by new Chair Kevin Warsh will be pivotal, as investors closely watch his outlook on inflation to guide future investment decisions.
See More
Apple's WWDC Fails to Boost Stock Price
- Stock Decline: Apple's stock fell over 5% during WWDC, indicating a lukewarm market response to the new Siri AI features, despite analyst Dan Ives setting a $400 price target, reflecting optimism for future growth.
- AI Strategy Launch: Apple introduced an upgraded Siri at WWDC, set to launch in the fall, aiming to re-enter the AI competition; however, it lacks the revolutionary impact seen with existing products from OpenAI, potentially affecting market share.
- Analyst Support: Despite the tepid market reaction, analysts like Max Weinbach and Gene Munster expressed optimism about the new features, suggesting that if Siri AI performs well, it could disrupt ChatGPT and Google's Gemini, thereby boosting Apple hardware sales.
- Future Outlook: Ives predicts that AI could add $75 to $100 to Apple's stock price, which, if realized, would bring the stock closer to his target; however, Apple must deliver on the promises made at WWDC to achieve this goal.
See More
Apple's WWDC Fails to Boost Stock Price
- Analyst Optimism: Wedbush analyst Dan Ives raised Apple's price target to $400, predicting that 20% of the global population will access AI through Apple devices, potentially adding $75 to $100 per share, reflecting strong confidence in Apple's future.
- Lackluster WWDC Response: Despite the introduction of an advanced Siri AI at WWDC, Apple's stock fell over 5% during the event week, indicating that market expectations for the new features did not translate into immediate investment confidence, highlighting competitive pressures in the AI space.
- Intensifying Market Competition: Analyst Max Weinbach noted that if the new Siri can compete with ChatGPT and Google's Gemini, it could erode market share from these AI companies, underscoring the strategic significance of Apple's move into AI.
- Future Outlook Depends on Execution: Ives emphasized that Apple must deliver on the promises made at WWDC to achieve its price target, as success could drive hardware sales and unlock true monetization opportunities for AI, indicating the importance of innovation in Apple's strategy.
See More
LGBTQ+ Consumers Shift Spending Based on DEI Commitments
- Changing Consumer Trends: According to a survey by the Human Rights Campaign Foundation, 72% of LGBTQ+ consumers report reducing purchases from companies perceived to be scaling back on diversity and inclusion commitments, highlighting consumer sensitivity to corporate social responsibility.
- Brand Loyalty Shifts: The survey indicates that Target, Walmart, and Amazon are viewed as companies losing support, while Costco, Apple, and Kroger gained favor due to their strong DEI policies, reflecting the direct impact of brand image on consumer behavior.
- Significant Economic Impact: The National LGBT Chamber of Commerce estimates that LGBTQ+ consumers represent over $1.7 trillion in economic spending power in the U.S., compelling businesses to take their diversity and inclusion policies seriously to maintain market share.
- Corporate Responses and Challenges: While Amazon claims to continue supporting its employees and diverse customer base, Target faced backlash from both political sides over its DEI policies, leading to reduced sales in summer 2023, illustrating how corporate stances on DEI can significantly affect sales performance.
See More
Zhongji Innolight Plans $7 Billion Hong Kong Listing
- Increased Fundraising Target: Zhongji Innolight is planning a Hong Kong listing aiming to raise up to $7 billion, an increase from the initial $5 billion target, reflecting strong investor interest and confidence in its optical module products.
- Regulatory Approval Progress: The company hopes to receive clearance from Chinese regulators by late June to facilitate its second listing, ensuring its ability to raise funds in overseas markets and further expand its international business.
- Significant Market Impact: This listing would mark Hong Kong's largest IPO this year and the biggest Chinese technology listing in the past 12 months, expected to support the revival of the Hong Kong market for Chinese tech shares and boost investor confidence.
- Comparative Industry Advantage: The fundraising scale will surpass Victory Giant Technology's $2.73 billion listing in April, further solidifying Zhongji Innolight's leading position in the Chinese tech sector and attracting more investor attention to the industry.
See More
Recap of CNBC Investing Club Monthly Meeting
- Portfolio Analysis: During the June Monthly Meeting, Jim Cramer and Jeff Marks provided an in-depth analysis of 35 portfolio stocks, highlighting their preference for Intel due to its significant upside potential in data center CPU growth, particularly in the context of competition with TSMC.
- Tech Giants Restructuring: Cramer noted a reordering of the 'Magnificent Seven,' with newcomers like SpaceX and the yet-to-go-public Anthropic and OpenAI emerging as formidable competitors, indicating intensified market competition, especially in the AI sector.
- Strengths of Alphabet and Apple: Alphabet is positioned advantageously in the AI era with its YouTube and Waymo businesses, while Apple leverages its ecosystem of over 2.5 billion iPhone users to strengthen its AI partnership with Alphabet, showcasing both companies' robust market positions.
- Market Dynamics and Investment Strategy: Despite challenges faced by Meta and Microsoft, Cramer advises maintaining investments in Amazon and Nvidia, believing that the latter's GPU demand will continue to grow, and that Amazon's cloud business remains highly profitable.
See More
Mixed Performance in US Stock Indices, Chipmakers Lead Gains
- Strong Economic Data: US May retail sales rose 0.9% month-over-month, exceeding expectations of 0.6%, indicating resilient consumer demand that could positively impact future spending and economic recovery.
- Housing Market Recovery: Pending home sales in May increased by 3.8% month-over-month, significantly surpassing the expected 0.9%, marking the largest gain in 20 months, suggesting a rebound in the real estate market that may stimulate growth in related sectors.
- Oil Price Volatility: The agreement between the US and Iran to reopen the Strait of Hormuz has driven crude oil prices down to a 3.5-month low, increasing risk-on sentiment in the market, which may lead investors to reassess the risks and returns of energy-related assets.
- FOMC Meeting Focus: The market anticipates that the Federal Reserve will keep interest rates unchanged, but the press conference by new Chair Kevin Warsh will be pivotal, as investors closely watch his outlook on inflation to guide future investment decisions.
See More
Apple's WWDC Fails to Boost Stock Price
- Stock Decline: Apple's stock fell over 5% during WWDC, indicating a lukewarm market response to the new Siri AI features, despite analyst Dan Ives setting a $400 price target, reflecting optimism for future growth.
- AI Strategy Launch: Apple introduced an upgraded Siri at WWDC, set to launch in the fall, aiming to re-enter the AI competition; however, it lacks the revolutionary impact seen with existing products from OpenAI, potentially affecting market share.
- Analyst Support: Despite the tepid market reaction, analysts like Max Weinbach and Gene Munster expressed optimism about the new features, suggesting that if Siri AI performs well, it could disrupt ChatGPT and Google's Gemini, thereby boosting Apple hardware sales.
- Future Outlook: Ives predicts that AI could add $75 to $100 to Apple's stock price, which, if realized, would bring the stock closer to his target; however, Apple must deliver on the promises made at WWDC to achieve this goal.
See More
Apple's WWDC Fails to Boost Stock Price
- Analyst Optimism: Wedbush analyst Dan Ives raised Apple's price target to $400, predicting that 20% of the global population will access AI through Apple devices, potentially adding $75 to $100 per share, reflecting strong confidence in Apple's future.
- Lackluster WWDC Response: Despite the introduction of an advanced Siri AI at WWDC, Apple's stock fell over 5% during the event week, indicating that market expectations for the new features did not translate into immediate investment confidence, highlighting competitive pressures in the AI space.
- Intensifying Market Competition: Analyst Max Weinbach noted that if the new Siri can compete with ChatGPT and Google's Gemini, it could erode market share from these AI companies, underscoring the strategic significance of Apple's move into AI.
- Future Outlook Depends on Execution: Ives emphasized that Apple must deliver on the promises made at WWDC to achieve its price target, as success could drive hardware sales and unlock true monetization opportunities for AI, indicating the importance of innovation in Apple's strategy.
See More
LGBTQ+ Consumers Shift Spending Based on DEI Commitments
- Changing Consumer Trends: According to a survey by the Human Rights Campaign Foundation, 72% of LGBTQ+ consumers report reducing purchases from companies perceived to be scaling back on diversity and inclusion commitments, highlighting consumer sensitivity to corporate social responsibility.
- Brand Loyalty Shifts: The survey indicates that Target, Walmart, and Amazon are viewed as companies losing support, while Costco, Apple, and Kroger gained favor due to their strong DEI policies, reflecting the direct impact of brand image on consumer behavior.
- Significant Economic Impact: The National LGBT Chamber of Commerce estimates that LGBTQ+ consumers represent over $1.7 trillion in economic spending power in the U.S., compelling businesses to take their diversity and inclusion policies seriously to maintain market share.
- Corporate Responses and Challenges: While Amazon claims to continue supporting its employees and diverse customer base, Target faced backlash from both political sides over its DEI policies, leading to reduced sales in summer 2023, illustrating how corporate stances on DEI can significantly affect sales performance.
See More
