Trump to Unveil Critical Minerals Stockpile Initiative
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 02 2026
0mins
Should l Buy AAPL?
Source: Benzinga
- Project Funding: Trump is set to unveil a critical minerals stockpile initiative named Project Vault, which is expected to secure $12 billion in seed funding, including $1.67 billion from private capital and a $10 billion loan from the U.S. Export-Import Bank, highlighting the government's commitment to mineral supply chains.
- Reducing China Dependence: The initiative aims to protect U.S. tech firms, automakers, and other manufacturers from supply shocks while decreasing reliance on Chinese rare earths and minerals, which holds significant national security and economic strategic implications.
- Loan Authorization Process: The Ex-Im Bank is likely to vote on Monday to authorize the 15-year loan, which will provide essential funding support for the project's implementation and further promote the development of a domestic rare earth supply chain.
- Industry Collaboration: Trump is set to meet with General Motors CEO Mary Barra and billionaire mining financier Robert Friedland, indicating a collaborative intent between the government and industry leaders to foster the construction and growth of the rare earth supply chain.
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Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise
32 Analyst Rating
19 Buy
11 Hold
2 Sell
Moderate Buy
Current: 261.730
Low
230.00
Averages
299.69
High
350.00
Current: 261.730
Low
230.00
Averages
299.69
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, and Wearables, Home and Accessories. Its software platforms include iOS, iPadOS, macOS, watchOS, visionOS, and tvOS. 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 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.
Apple Inc. Weekly Highlights: Challenges and Victories
- Chinese Market Performance: Despite a 23% year-over-year decline in smartphone sales in January 2026, Apple managed to maintain its market share, demonstrating resilience in a competitive environment, as noted by Counterpoint Research, which attributed the overall market drop to changes in promotional strategies.
- Political Bias Controversy: CEO Tim Cook received a letter from FTC Chairman Andrew Ferguson expressing concerns over alleged political bias in Apple News, claiming systematic promotion of left-leaning content while suppressing conservative publications, which could impact the company's reputation.
- Legal Victory: Apple secured a significant legal win against Optis Wireless, with a jury dismissing claims that Apple infringed on its 4G wireless patents, a result that not only alleviates legal risks for Apple but also strengthens its position in the wireless technology market.
- Siri Feature Delay: Apple’s stock dipped 1.2% following reports of a potential three to four-month delay in new Siri features, with Gene Munster from Deepwater Asset Management noting that this news could affect investor confidence in Apple’s future innovation capabilities.
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- Apple Sales Growth: Apple's fiscal Q1 iPhone sales surged 23% year-over-year to $85.3 billion, despite a slight stock decline due to market focus on AI; consumer anticipation for future AI tools is driving sales, showcasing the company's strong performance in the tech sector.
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- Market Sentiment Impact: Despite the stock price declines of American Express and Apple due to market pessimism, their fundamentals remain strong, suggesting that investors should focus on long-term potential rather than short-term fluctuations.
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- American Express Earnings Highlights: Despite fourth-quarter earnings of $3.53 per share falling short of expectations, leading to a more than 10% drop from early January highs, the company's total revenue still grew 9% year-over-year, showcasing the resilience of its affluent cardholder base and an expected recovery in growth.
- Apple Sales Rebound: Apple's fiscal first-quarter iPhone sales surged 23% year-over-year to $85.3 billion, driven by consumer anticipation for future AI tools, despite concerns surrounding its technology sector, indicating strong market demand.
- Brewer Investment Opportunity: Berkshire Hathaway's investment in Constellation Brands began in late 2024 and grew to a $2 billion stake by mid-2025; although the company faces declining interest in alcoholic beverages, a recovery in the economy is expected to boost its business.
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See More
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- Impressive Earnings: Nvidia reported record revenue of $57 billion for Q3 FY2026, marking a 62% year-over-year increase and a 22% sequential rise, with earnings per share reaching $1.30, up 67%, showcasing the company's robust performance in the AI sector.
- Surge in Data Center Sales: The data center segment generated $51.2 billion in sales, a 66% increase year-over-year, reflecting the ongoing demand for AI and cloud computing, further solidifying Nvidia's market leadership.
- Optimistic Outlook: The company anticipates fourth-quarter revenue of $65 billion, representing approximately 66% year-over-year growth, while CEO's disclosure of a $500 billion backlog suggests significant revenue growth in the coming years.
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See More
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- Significant Revenue Growth: Nvidia reported record revenue of $57 billion for Q3 FY2026, marking a 62% year-over-year increase and a 22% sequential rise, highlighting its strong performance and sustained market demand in the AI sector.
- Surge in Data Center Sales: The data center segment generated sales of $51.2 billion, up 66% year-over-year, indicating that the widespread adoption of AI is driving Nvidia's business growth and further solidifying its market leadership.
- Optimistic Future Outlook: Nvidia anticipates fourth-quarter revenue of $65 billion for FY2026, representing approximately 66% year-over-year growth, which will lay a solid foundation for continued growth, especially against the backdrop of its $500 billion backlog.
- Strong Market Forecasts: Analysts predict Nvidia's market cap will reach $20 trillion by 2030, implying a 332% increase in stock price, reflecting confidence in its future growth potential, particularly with expected 36% annual growth in data center revenue.
See More
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- Political Bias Allegations: FTC Chairman Andrew Ferguson expressed concerns in a letter to Apple CEO Tim Cook regarding allegations that Apple News systematically favors left-leaning media, which could potentially violate the FTC Act and impact consumer access to diverse information.
- User Impact: Ferguson highlighted that Apple News is widely used in the U.S., and if it indeed suppresses conservative content, it could negatively affect the diversity of information available to users, potentially leading to a decline in public trust in the platform.
- Market Reaction: The FTC's letter comes as Apple celebrates its 50th anniversary, raising concerns about the company's management of political content, which could affect its brand image and user loyalty, especially amid increasing political polarization.
- Financial Context: With a market capitalization of $4.05 trillion and record financial results, this political controversy could impact Apple's market performance and investor confidence moving forward.
See More
Apple Inc. Weekly Highlights: Challenges and Victories
- Chinese Market Performance: Despite a 23% year-over-year decline in smartphone sales in January 2026, Apple managed to maintain its market share, demonstrating resilience in a competitive environment, as noted by Counterpoint Research, which attributed the overall market drop to changes in promotional strategies.
- Political Bias Controversy: CEO Tim Cook received a letter from FTC Chairman Andrew Ferguson expressing concerns over alleged political bias in Apple News, claiming systematic promotion of left-leaning content while suppressing conservative publications, which could impact the company's reputation.
- Legal Victory: Apple secured a significant legal win against Optis Wireless, with a jury dismissing claims that Apple infringed on its 4G wireless patents, a result that not only alleviates legal risks for Apple but also strengthens its position in the wireless technology market.
- Siri Feature Delay: Apple’s stock dipped 1.2% following reports of a potential three to four-month delay in new Siri features, with Gene Munster from Deepwater Asset Management noting that this news could affect investor confidence in Apple’s future innovation capabilities.
See More
Three Key Stocks in Buffett's Portfolio
- American Express Earnings Analysis: American Express reported Q4 earnings of $3.53 per share, falling short of expectations and causing a more than 10% drop from its early January peak; however, its total revenue still grew 9% year-over-year, indicating resilience in its affluent customer base, with projected earnings per share of $17.30 to $17.90 in 2026, reflecting the company's optimistic outlook.
- Apple Sales Growth: Apple's fiscal Q1 iPhone sales surged 23% year-over-year to $85.3 billion, despite a slight stock decline due to market focus on AI; consumer anticipation for future AI tools is driving sales, showcasing the company's strong performance in the tech sector.
- Constellation Brands Challenges: Constellation Brands, a smaller position in Buffett's portfolio, has grown to a $2 billion stake since its initial purchase in late 2024, facing declining beer sales over the past four quarters; however, a recovering economy is expected to drive growth, with a current dividend yield of 2.5%.
- Market Sentiment Impact: Despite the stock price declines of American Express and Apple due to market pessimism, their fundamentals remain strong, suggesting that investors should focus on long-term potential rather than short-term fluctuations.
See More
American Express Performs Strongly While Apple Faces Challenges
- American Express Earnings Highlights: Despite fourth-quarter earnings of $3.53 per share falling short of expectations, leading to a more than 10% drop from early January highs, the company's total revenue still grew 9% year-over-year, showcasing the resilience of its affluent cardholder base and an expected recovery in growth.
- Apple Sales Rebound: Apple's fiscal first-quarter iPhone sales surged 23% year-over-year to $85.3 billion, driven by consumer anticipation for future AI tools, despite concerns surrounding its technology sector, indicating strong market demand.
- Brewer Investment Opportunity: Berkshire Hathaway's investment in Constellation Brands began in late 2024 and grew to a $2 billion stake by mid-2025; although the company faces declining interest in alcoholic beverages, a recovery in the economy is expected to boost its business.
- Market Sentiment Impact: The stock price fluctuations of American Express and Apple reflect broader market pessimism, with analysts suggesting that this dynamic could reverse as investors reassess the companies' fundamentals, presenting potential investment opportunities.
See More
Nvidia's Future Growth Potential is Huge
- Impressive Earnings: Nvidia reported record revenue of $57 billion for Q3 FY2026, marking a 62% year-over-year increase and a 22% sequential rise, with earnings per share reaching $1.30, up 67%, showcasing the company's robust performance in the AI sector.
- Surge in Data Center Sales: The data center segment generated $51.2 billion in sales, a 66% increase year-over-year, reflecting the ongoing demand for AI and cloud computing, further solidifying Nvidia's market leadership.
- Optimistic Outlook: The company anticipates fourth-quarter revenue of $65 billion, representing approximately 66% year-over-year growth, while CEO's disclosure of a $500 billion backlog suggests significant revenue growth in the coming years.
- Market Value Potential: Analysts predict Nvidia's market cap could reach $20 trillion by 2030, requiring a 332% stock price increase, with expected annual revenue growth of over 34% in the next five years laying the groundwork for this ambitious target.
See More
Nvidia's Market Cap Expected to Soar 332% Over Next Five Years
- Significant Revenue Growth: Nvidia reported record revenue of $57 billion for Q3 FY2026, marking a 62% year-over-year increase and a 22% sequential rise, highlighting its strong performance and sustained market demand in the AI sector.
- Surge in Data Center Sales: The data center segment generated sales of $51.2 billion, up 66% year-over-year, indicating that the widespread adoption of AI is driving Nvidia's business growth and further solidifying its market leadership.
- Optimistic Future Outlook: Nvidia anticipates fourth-quarter revenue of $65 billion for FY2026, representing approximately 66% year-over-year growth, which will lay a solid foundation for continued growth, especially against the backdrop of its $500 billion backlog.
- Strong Market Forecasts: Analysts predict Nvidia's market cap will reach $20 trillion by 2030, implying a 332% increase in stock price, reflecting confidence in its future growth potential, particularly with expected 36% annual growth in data center revenue.
See More
FTC Chairman Raises Concerns Over Political Bias in Apple News
- Political Bias Allegations: FTC Chairman Andrew Ferguson expressed concerns in a letter to Apple CEO Tim Cook regarding allegations that Apple News systematically favors left-leaning media, which could potentially violate the FTC Act and impact consumer access to diverse information.
- User Impact: Ferguson highlighted that Apple News is widely used in the U.S., and if it indeed suppresses conservative content, it could negatively affect the diversity of information available to users, potentially leading to a decline in public trust in the platform.
- Market Reaction: The FTC's letter comes as Apple celebrates its 50th anniversary, raising concerns about the company's management of political content, which could affect its brand image and user loyalty, especially amid increasing political polarization.
- Financial Context: With a market capitalization of $4.05 trillion and record financial results, this political controversy could impact Apple's market performance and investor confidence moving forward.
See More
