Nvidia CEO Jensen Huang recently met with President Trump at the White House. While they haven’t shared what they discussed, it’s likely that topics like semiconductor chips, tariffs, China, and U.S. investments came up. Soon after, Apple’s Tim Cook is expected to announce an additional $100 billion investment in U.S. operations. This adds to the $500 billion Apple has already committed to increasing domestic production. While it’s unlikely that this will result in iPhone assembly in the U.S. due to costs, the investment could help with other production needs or improve existing facilities. More details will emerge from Cook’s upcoming announcement.

Impact On The Semiconductor Sector

Jensen Huang’s meeting with the president indicates we can expect news that might impact the semiconductor sector. This meeting raises questions about tariffs and incentives for domestic manufacturing, which could lead to big price changes. We should pay attention to any official statements, as they could influence the entire chip market. Because of this uncertainty, implied volatility for Nvidia (NVDA) and the VanEck Semiconductor ETF (SOXX) is likely to increase. Similar patterns occurred in 2022 and 2023 when news about the CHIPS Act led to sharp rallies and drops. In this atmosphere, it might be wise to buy options to take advantage of volatility, rather than just betting on market direction, over the next few weeks.

Apple’s Long Term Commitment

Apple’s additional $100 billion investment in the U.S. shows a strong long-term commitment. Recent data from July 2025 indicate Apple’s hardware sales are starting to level off, making new growth ideas important. This significant investment provides just that, hinting at potential new product lines or improvements in U.S. facilities. This shift is likely a positive sign for Apple’s stock (AAPL) as we head into fall. Historically, when Apple has made large domestic investment commitments, its stock has performed well after. Traders may want to consider call options expiring next quarter to take advantage of this positive sentiment. These actions point to a larger movement to secure U.S. supply chains, a trend that has gained momentum since the disruptions seen in early 2020s. We should also keep an eye on domestic suppliers for both Apple and Nvidia, as they will likely benefit from these sizable investments. Small-cap and mid-cap industrial and tech companies based in the U.S. could see substantial gains from these developments. Create your live VT Markets account and start trading now.

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