Business Insights and Market Implications Summary

Apple's Manufacturing Shift

• Apple plans to shift all US-bound iPhone production to India by 2026 due to US-China trade tensions and tariffs.
• Current Indian manufacturing accounts for ~14% of global iPhones, projected to rise to 25% by year-end.
• Target: Over 60 million iPhones annually in India by 2026 for the US market (which represents 28% of global iPhone shipments).
• Challenges include India's 26% tariff on US goods and high tariffs (up to 145%) on Chinese imports.

TikTok's Future and Strategic Deals

• Kevin O'Leary predicts TikTok's future could mirror the "Apple deal."
• ByteDance (TikTok's parent company) is valued at $400 billion, with TikTok contributing ~8% of its US market presence.
• A strategic tech-sharing deal has commenced in Dubai, positioning it as a significant opportunity for TikTok.

Anker Promotional Strategy

• Anker offers 20% discounts on select products via code Ankermacrumors2025 until April 30, 2025.
• Cannot be combined with other discounts but can be used across multiple items.
• Earth Day sale may offer deeper discounts on specific products.

Cleveland Guardians vs. Boston Red Sox

• Series dates: April 26-27, 2024.
• Broadcast details:
  • Apple TV+ for exclusive streaming of the April 25 game.
  • Additional games on CLEG, NESN, and ESPN platforms.

Copa del Rey Final

• Barcelona vs. Real Madrid on Saturday, April 26, 2025, at 4:00pm ET.
• Broadcast on ESPN, ESPN Deportes, and streaming via ESPN+.
• VPN required for international viewers.

Undervalued UK Tech Stocks

• Midas recommends four undervalued UK tech stocks:
  • Aurrigo: Autonomous airport vehicles.
  • Intercede: Cybersecurity software.
  • Insig AI: AI for financial ESG compliance.
  • Alfa Financial: Asset finance software.
• Each faces investor concerns but offers strong potential and attracts strategic investors.