In a pivotal week for tariffs, how Apple shined and drove the Nasdaq to new highs

The stock market is back this week. On Friday, the S&P 500 was on the 28th of July record, but it became shy. However, Nasdaq closed with a new record. It was a powerful week dominated by tariff headlines, and Apple's success in implementing President Donald Trump with a great US investment commitment. Club earnings were also on our radar. For the week, S&P 500%increased by 2.4%and NASDAQ 3.9%. Apple Stock increases more than 13% this week and has become the third best weekly performance in the last decade. The week ended in the winning series of three sessions that began on Wednesday, when Apple announced an increase of 100 billion dollars to $ 100 billion in which the US promised to invest in the United States for the next four years. As part of this investment, Apple will finance the $ 2.5 billion expansion of the iPhone and Apple Glass Maker Corning. Apple also invests in the US semiconductor production capacity. As a result of the commitment, Trump said Apple would be exempt from 100% tariff on Wednesday about semiconductor imports. "If you are building in the United States, there is no fee." He said. A temporary electronic exemption earlier this year keeps Apple safe from the worst of the "mutual" tariffs that came into force on Thursday, and does not say how long this exemption will last. So, it is great for Cook to return to Trump's good decorations, and this week the stock movement reflects it. However, Apple is fighting shares and still fell more than 8% to date. When Trump comes out of his back for now, the company must have the opportunity to eliminate other concerns about stock by explaining the artificial intelligence strategy and supporting threats for high -margin service. AAPL YTD Mountain Apple YTD also announced this week that Trump has an increase of 25% in India's tariff rate due to Russian oil purchases. It will enter into force on 27 August, which will bring the tax rate in India up to 50%. This is the place where India's iPhones produced in the USA, as well as the rest of the world will receive iPhones in China. Trump told CNBC on Tuesday that he wanted to apply a "small tariff" on drugs, but the ratio will increase over time. He said there was no high level of 250 %. This news was not a picnic for drug stocks under pressure to reduce the prescription prices of the prescription prices. As if this was not enough, Eli Lilly Stock, on Thursday, strong gains, the company's obesity pill Obesity pill Orborglpron's effects of the third stage attempt caused by the consequences of weight loss, another leg dropped another leg. Trial data forced us to get 3 points for the level of stocks and reduce our price target. Lilly shares have been exposed to 18%, which has been the worst week since October 2008, to 18%weekly. Club shares were our lowest performance for the week. This week, in the club portfolio, we heard from five people, including a stroke and a quarter of the DuPont, with a strong cash flow results. The stock response did not reflect the power according to our opinion, so we repeated our equivalent 1 degree, increased our price target and took steps to get 100 more shares. Dupont shares increased less than 1% this week. Coterra Energy gave great positive results due to the total production higher than expected. However, Jim Cramer, who is as strong as the execution of the administration, said, "Both commodities are not bad, not commodity," he said. Coterra shares won approximately 1.4% per week. Eaton reported a Beat and Raise neighborhood. However, investors had problems with the third quarter view of the administration and 2025 profit guidance. The middle point of the full -year -old earnings per share was increased, the management shaved a little from the top. However, we have seen a lot to be loved beyond the third quarter, and therefore we increased our Eaton price target and increased the shares to 1 degree. Eaton Stock lost about 4.9% this week. Disney's Quarter was not the cleanest, but we saw power in all the right places. While missing sales, earnings were defeated. We also saw income shots in flow, sports and experiences. As a result, we increased the stocks to 1 degree and increased our price target. Disney lost more than 3.5% per week. Texas Roadhouse reported mixed results. Sales exceeded expectations; However, profitability received a blow due to beef prices. The restaurant chain operator provided strong comparable sales and said that the ongoing third quarter made a great start. We chose to protect our 2 degrees by being clearly strong but profitability. Texas Roadhouse lost 5.5% this week. According to Factset, 90% of S&P 500 companies now reported the second quarter results and 81% of them recorded uphine surprises for both sales and earnings. "Both the percentage of S&P 500 companies that report positive earnings surprises and the size of earnings surprises are above their 10 -year average." He said. The report also stated that compared to the previous year, the Nine S&P 500 sector reported the increase in earnings by communication services, information technology and financials, and the other two reported annual decreases of energy and materials. Dow Stock Cisco Systems, our newest name, is the only portfolio company that declares earnings next week. (See here for the full list of Jim Cramer's philanthropist's confidence in the charitable trust. Jim is waiting for 45 minutes after sending a trade warning before buying or selling a share in the portfolio of charitable confidence. 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