U.S. Stocks Climb as Earnings Roll In

Apple surges on $100B manufacturing pledge; Nasdaq jumps 1.2%

August 7, 2025 – New York, NY — Apple shares rose on Wednesday, helping lift U.S. stock markets as investors reacted positively to a wave of corporate earnings reports and growing optimism over new domestic manufacturing investments. Market participants also kept a close eye on trade developments, with a looming tariff deadline announced by President Donald Trump expected to impact global commerce.

The Dow Jones Industrial Average (^DJI) inched up nearly 0.2%, while the S&P 500 (^GSPC) rose more than 0.7%. The Nasdaq Composite (^IXIC), led by strong gains in technology stocks, jumped about 1.2% to close at 21,169.42.

Apple Shares Soar on Domestic Investment Commitment

Apple Inc. (AAPL) led the tech rally, with its stock climbing over 5% following news that CEO Tim Cook will join President Trump at the White House to announce a $100 billion investment in U.S. manufacturing. The move follows a previously announced plan by Apple to invest $500 billion in the United States over four years.

According to administration officials, Apple shares is expected to avoid the bulk of U.S. tariffs on imports from India, where much of its iPhone assembly takes place. The White House confirmed that India would face an additional 25% tariff on exports to the U.S., in response to its ongoing oil trade with Russia. That brings the total tariff rate on Indian goods to 50%, starting later this month.

As of market close, Apple shares rose $10.33 to end the session at $213.25. In pre-market trading Thursday, the stock had already advanced another 3.26% to $220.23.

Mixed Earnings Results Across Sectors

Earnings season remained in focus as several high-profile companies released quarterly results.

• Disney (DIS) beat Wall Street expectations on the strength of its parks and streaming divisions. However, shares fell after the company reported a continued decline in its linear television business. Disney also announced a new agreement to acquire select media assets from the NFL, expanding its engagement with the sports entertainment industry.
• Advanced Micro Devices (AMD) reported mixed earnings that failed to satisfy investors, leading to a sell-off in its shares.
• Super Micro Computer (SMCI) and Snap Inc. (SNAP) also saw significant stock declines after posting quarterly results that missed analyst expectations.

Meanwhile, McDonald’s (MCD) shares rose after the company reversed its U.S. sales downturn, and Uber (UBER) jumped on news of a revenue beat and a $20 billion stock buyback authorization.

After the bell, Airbnb (ABNB), DoorDash (DASH), and Lyft (LYFT) were expected to release their earnings, drawing further investor attention to consumer and travel trends.

Global Trade on Edge Ahead of Tariff Deadline

Market sentiment was also influenced by rising trade tensions as a new tariff deadline approaches Thursday. President Trump’s trade policies continue to reverberate through global supply chains, with several countries making urgent attempts to avoid higher U.S. duties.

In a notable diplomatic move, the President of Switzerland traveled to Washington in an effort to negotiate a trade deal that would avert a proposed 39% tariff on Swiss exports to the United States.

Other trade partners have similarly been working to secure exemptions or adjust terms as the deadline nears, underscoring the widespread impact of ongoing U.S. trade strategy changes on international markets.

Outlook

Despite ongoing global uncertainties and inflation-related headwinds, U.S. equities have shown resilience. Analysts note that investor optimism around domestic investment, particularly in technology and infrastructure, is helping counterbalance concerns over trade disruption and global economic slowdowns.

Markets will likely continue to react to a combination of corporate earnings, policy announcements, and international developments in the coming days.

Visit Visionary CIOs for the most recent information.