Goldman Lists The Winners From Trump's 100% Microchip Tariff

Yesterday, to much fanfare in the Oval Office, Trump announced that Apple would boost its total investment in the US from $500BN to $600BN over the next four years. The news helped Apple single-handedly lift the S&P and Nasdaq yesterday, rallying over 5% because, as Goldman writes, the market narrative was that by committing even more capex to the US, Apple (which in the past four years