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Apple’s stock rebound in August eases investor concerns

MacDailyNews

Aug 26

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Apple’s stock is rebounding after a challenging 2025, with tariff-related concerns that pressured the company beginning to subside.

Ryan Vlastelica for Bloomberg News:
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Shares of the tech giant entered August down 17% for the year due in part to concerns about the impact of President Donald Trump’s sweeping levies… The US president has long criticized Apple for its reliance on overseas production partners, at one point even threatening to punish the company with tariffs if it didn’t make its iPhones in the US.
Then, at an event in the Oval Office on Aug. 6, Apple Chief Executive Officer Tim Cook committed to spending an additional $100 billion on manufacturing in the US. Combined with the iPhone maker’s expansion of a long-standing deal with glass-supplier Corning Inc., the risk of additional Trump tariffs were seen as diminishing and the stock took off, soaring 9.4% in August, putting it on pace for its best month since June 2024.
“The picture is a lot clearer from a tariff standpoint,” said George Cipolloni, a veteran portfolio manager.
Even with its August run, the shares are still down 9.3% in 2025, putting them among the worst performers in the benchmark.
In addition to tariffs, the company is facing skepticism about its artificial intelligence plans and sluggish sales growth… However, sentiment is clearly improving. Late last month, Apple reported its fastest quarterly revenue growth in more than three years, supported by its iPhone business and strength in the China market.
“It seems like a lot of concerns have cleared, between Apple giving a good outlook, the tariff situation getting better, and the company getting more serious about AI,” said Irene Tunkel, chief US equities strategist at BCA Research. “All those positives happened one after the other, which is the kind of thing that can give the stock another leg up. I think the momentum is just getting started.”

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MacDailyNews Take: Regardless, little by little, AAPL is ceding its early August gains. Beyond new iPhones and other products ahead of Christmas, something positive (anything!) regarding AI and a U.S.-China trade deal are two big looming catalysts.

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[Thanks to MacDailyNews Reader “Fred Mertz” for the heads up.]

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