{"id":195302,"date":"2025-10-01T18:25:08","date_gmt":"2025-10-01T18:25:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/195302\/"},"modified":"2025-10-01T18:25:08","modified_gmt":"2025-10-01T18:25:08","slug":"made-in-america-but-not-made-by-americans-tradingview-news","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/195302\/","title":{"rendered":"Made in America but not made by Americans \u2014 TradingView News"},"content":{"rendered":"<p class=\"\">MADE IN AMERICA BUT NOT MADE BY AMERICANS<\/p>\n<p class=\"\">Big Tech and the Trump administration are driving an industrial boom that prioritize hardware investment over labor growth, according to BCA Research.<\/p>\n<p class=\"\">   The AI boom ignited by ChatGPT&#8217;s launch in late 2022 has continued to fuel staggering capital outlays and data center expansion despite a brief crisis of confidence sparked by China&#8217;s cheaper DeepSeek model and lingering market concerns over U.S. President Donald Trump&#8217;s tariff policies.<\/p>\n<p class=\"\">   Trump&#8217;s policies &#8211; preferential tariffs, deregulation and tax deductions &#8211; are pouring kerosene on this tech boom, BCA analysts note.<\/p>\n<p class=\"\">   Citigroup recently forecast Big tech&#8217;s AI spending to cross $2.8 trillion by 2029, up from an already eye watering forecast of $2.3 trillion.<\/p>\n<p class=\"\">However, this boom is not helping employment, BCA says. &#8220;The US economy is gorging on machines, but not workers.&#8221; <\/p>\n<p class=\"\">The latest data offers some early glimpses to their view, as U.S. private payrolls dropped in September, according to the ADP employment report released on Wednesday.<\/p>\n<p class=\"\">The analysts note that the divergence between economic growth and employment will continue and will lead to further Federal Reserve cuts. <\/p>\n<p class=\"\">Reflecting these trends, BCA has upgraded global equities to &#8220;overweight,&#8221; arguing that the industrial boom will buoy growth.<\/p>\n<p class=\"\">Additionally, the brokerage upgraded the global industrials sector from &#8220;underweight&#8221; to &#8220;overweight,&#8221; pointing out that the best prospects now lie with companies offering energy equipment, cooling, and infrastructure for the tech boom, largely within industrials.<\/p>\n<p class=\"\">Reuters recently reported that Corintis, a Swiss startup promising more rapid liquid chip-cooling technology, has raised $24 million and added Intel <a href=\"https:\/\/www.tradingview.com\/symbols\/NASDAQ-INTC\/\" class=\"container-ekXxv5Y5 symbolTag-cwMMKgmm tag-zVPYJd3B xsmall-zVPYJd3B interactive-zVPYJd3B apply-overflow-tooltip apply-overflow-tooltip--allow-text apply-overflow-tooltip--check-children\" rel=\"nofollow noopener\" target=\"_blank\"><img decoding=\"async\" class=\"logo-PsAlMQQF xxxsmall-PsAlMQQF wrapper-TJ9ObuLF skeleton-PsAlMQQF\" crossorigin=\"\" src=\"https:\/\/s3-symbol-logo.tradingview.com\/intel.svg\" alt=\"\"\/>INTC<\/a> CEO Lip-Bu Tan to its board as artificial intelligence fuels demand for better heat management tools for semiconductors.<\/p>\n<p class=\"\">BCA notes that as opposed to tech, which is highly concentrated in the U.S., many of these industrial companies happen to be in Europe and Japan.<\/p>\n<p class=\"\">(Joel Jose)<\/p>\n<p class=\"\">*****<\/p>\n<p class=\"\">EARLIER LIVE MARKETS POSTS <\/p>\n<p class=\"\">SHUTDOWN&#8217;S HERE, BUT SOME CONTRACTORS STILL CASH IN CLICK HERE<\/p>\n<p class=\"\">OCTOBER STARTS ON A SOUR NOTE CLICK HERE <\/p>\n<p class=\"\">RETAIL INVESTORS REMAIN BULLISH ON AI STOCKS CLICK HERE<\/p>\n<p class=\"\">FIVE UP MONTHS FOR S&amp;P: WHAT HISTORY SAYS ABOUT WHAT&#8217;S NEXT CLICK HERE<\/p>\n<p class=\"\">US SHARES ARE UP, NOW LOOK FOR THE IMPACT ON CONSUMPTION CLICK HERE<\/p>\n<p class=\"\">HEALTHCARE HELPS STOXX HIGHER CLICK HERE<\/p>\n<p class=\"\">EUROPE BEFORE THE BELL: WATCHING PHARMA CLICK HERE<\/p>\n<p class=\"\">MORNING BID: WASHINGTON GOES DARK CLICK HERE<\/p>\n","protected":false},"excerpt":{"rendered":"MADE IN AMERICA BUT NOT MADE BY AMERICANS Big Tech and the Trump administration are driving an industrial&hellip;\n","protected":false},"author":2,"featured_media":189208,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[36],"tags":[28,101],"class_list":["post-195302","post","type-post","status-publish","format-standard","has-post-thumbnail","category-economy","tag-business","tag-economy"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/195302","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=195302"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/195302\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/189208"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=195302"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=195302"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=195302"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}