The Long Term Investor

With NVDA, PLTR, and COST being in the red today at the close....I lost a good portion of my gain that I had earlier in the day. At least I did manage to end the day with a small gain in my stocks and no doubt in my entire account. I also got beat by the SP500 today by ....0.08%.

ANY money is good money....so i will take it to start the week.

 

It continues. This is actually getting to be....real money.

AstraZeneca announces $50 billion US manufacturing investment, matching its big pharma peers

https://finance.yahoo.com/news/astr...NjkhKeeD921JNsfT7Iwaj_I5aN1VhcSltGk41SkL6KN6I

"AstraZeneca (AZN) said it is investing $50 billion in US manufacturing by 2030, following the lead of big pharma peers that have announced more than $200 billion combined in investments in the coming years.".......

"Some of the largest investment commitments to date have been Johnson & Johnson's (JNJ) $55 billion announcement and Eli Lilly's (LLY) $50 billion one. With a previous $3.5 billion announced in November 2024, the new $50 billion commitment puts AstraZeneca in second."

MY COMMENT

Just the above totals.....$158.5BILLION in new investment in the....USA. What is the TOTAL of new investment committed to the USA in the last six months? I have no idea.

 

Well I see this:

Here is a non-comprehensive running list of NEW U.S.-based investments.....over the past six months:

• Project Stargate, l$500 billion private investment in U.S.-based artificial intelligence infrastructure.
• Apple 500 billion investment in U.S. manufacturing and training.
• NVIDIA, $500 billion in U.S.-based AI infrastructure over the next four years amid its pledge to manufacture AI supercomputers entirely in the U.S. for the first time.
• Micron Technology, $200 billion investment in its U.S.-based manufacturing and production of advanced memory chips — including construction of a second chip fabrication facility in Boise, Idaho, and modernizing its Manassas, Virginia, facility.
• IBM $150 billion investment over the next five years in its U.S.-based growth and manufacturing operations.
• Taiwan Semiconductor Manufacturing Company (TSMC) $100 billion investment in U.S.-based chips manufacturing.
• Johnson & Johnson $55 billion investment over the next four years in manufacturing, research and development, and technology.
• Roche, $50 billion investment in U.S.-based manufacturing and research and development, which is expected to create more than 1,000 full-time jobs and more than 12,000 jobs including construction.
• Bristol Myers Squibb $40 billion investment over the next five years in its research, development, technology, and U.S.-based manufacturing operations.
• Eli Lilly and Company $27 billion investment to more than double its domestic manufacturing capacity.
• United Arab Emirates-based ADQ $25 billion investment in U.S. data centers and energy infrastructure.
• Novartis, $23 billion investment to build or expand ten manufacturing facilities across the U.S., which will create 4,000 new jobs.
• Hyundai $21 billion U.S.-based investment — including $5.8 billion for a new steel plant in Louisiana, which will create nearly 1,500 jobs.
• John Deere $20 billion over the next decade in American expansion, production, and manufacturing.
• United Arab Emirates-based DAMAC $20 billion investment in new U.S.-based data centers.
• France-based CMA CGM, $20 billion investment in U.S. shipping and logistics, creating 10,000 new jobs.
• Sanofi $20 billion over the next five years in manufacturing and research and development.
• Amazon $20 billion investment to expand its cloud computing infrastructure in Pennsylvania, creating at least 1,250 new high-skilled jobs.
• Venture Global LNG $18 billion investment at its liquefied natural gas facility in Louisiana.
• GlobalFoundaries $16 billion investment to boost its U.S.-based chip production, including expanding existing plants in New York and Vermont.
• Gilead Sciences $11 billion boost to its planned U.S.-based manufacturing investment.
• AbbVie $10 billion investment over the next ten years to support volume growth and add four new manufacturing plants to its network.
• Amazon $10 billion investment to build new data centers in North Carolina.
• Pratt Industries $5 billion investment to create 5,000 new manufacturing jobs in Ohio, Michigan, Pennsylvania, and Arizona.
• GlobalWafers, $4 billion investment in its U.S.-based production.
• Thermo Fisher Scientific $2 billion over the next four years to enhance and expand its U.S. manufacturing operations and strengthen its innovation efforts.
• Merck & Co. $9 billion in the U.S. over the next several years after opening a new $1 billion North Carolina manufacturing facility — including in a new state-of-the-art biologics manufacturing plant in Delaware, which will create at least 500 new jobs.
• Clarios $6 billion plan to expand its domestic manufacturing operations.
• Stellantis $5 billion investment in its U.S. manufacturing network, including re-opening its Belvidere, Illinois, manufacturing plant.
  • Stellantis announced a $388 million investment to establish a “megahub” in Detroit, Michigan.
• Belgium-based drugmaker UCB $5 billion investment in a new U.S.-based factory.
• In addition to its overall investments, Amazon $4 billion in small towns across America, creating more than 100,000 new jobs and driving opportunities across the country.
• General Motors $4 billion in U.S.-based manufacturing as it shifts more vehicle production from Mexico to the U.S., including in Michigan, Kansas, and Tennessee.
• Regeneron Pharmaceuticals, $3 billion agreement with Fujifilm Diosynth Biotechnologies to produce drugs at its North Carolina manufacturing facility.
• Kraft Heinz $3 billion investment to upgrade its U.S. factories — its largest investment in its plants in decades.
• NorthMark Strategies, $2.8 billion investment to build a supercomputing facility in South Carolina.
• Kimberly-Clark $2 billion investment to expand its U.S. manufacturing operations, including a new advanced manufacturing facility in Warren, Ohio, an expansion of its Beech Island, South Carolina, facility, and other upgrades to its supply chain network.
• Chobani, $1.7 billion to expand its U.S. operations.
  • $1.2 billion to build its third U.S. dairy processing plant in New York, which is expected to create more than 1,000 new full-time jobs.
  • $500 million to expand its Idaho manufacturing plant.
• Corning $1.5 billion, adding 400 new high-paying advanced manufacturing jobs for a total of 1,500 new jobs.
• Carrier $1 billion investment in its U.S. manufacturing, innovation, and workforce expansion, which is expected to create 4,000 new jobs.
• GE Aerospace $1 billion investment in manufacturing across 16 states — creating 5,000 new jobs.
• Anduril Industries $1 billion investment for a new autonomous weapon system facility in Ohio.
• Williams International $1 billion investment for a new high-volume aviation gas turbine engine manufacturing facility in Okaloosa County, Florida.
• Amgen $900 million investment in its Ohio-based manufacturing operation.
• Merck Animal Health $895 million investment to expand their manufacturing operations in Kansas.
• General Motors $888 million investment at its propulsion plant in Tonawanda, New York.
• Schneider Electric $700 million over the next four years in U.S. energy infrastructure.
• GE Vernova $600 million in U.S. manufacturing over the next two years, which will create more than 1,500 new jobs.
• Abbott Laboratories $500 million investment in its Illinois and Texas facilities.
• AIP Management, $500 million investment to solar developer Silicon Ranch.
• London-based Diageo $415 million investment in a new Alabama manufacturing facility.
• Lego $366 million investment to build a new distribution center in Prince George County, Virginia.
• The Bel Group $350 million investment to expand its U.S.-based production, including at its South Dakota, Idaho and Wisconsin facilities — which will create 250 new jobs.
• Dublin-based Eaton Corporation $340 million investment in a new South Carolina-based manufacturing facility for its three-phase transformers.
• Anheuser-Busch $300 million investment in its manufacturing facilities across the country.
• Germany-based Siemens $285 million investment in U.S. manufacturing and AI data centers, which will create more than 900 new skilled manufacturing jobs.
• Clasen Quality Chocolate $230 million investment to build a new production facility in Virginia, which will create 250 new jobs.
• Fiserv, Inc., $175 million investment to open a new strategic fintech hub in Kansas, which is expected to create 2,000 new high-paying jobs.
• Paris Baguette $160 million investment to construct a manufacturing plant in Texas.
• Siemens Healthineers $150 million investment to expand production, including relocating manufacturing operations for its Varian company from Mexico to California.
• JBS USA $135 million investment for a new sausage production facility in Perry, Iowa.
• TS Conductor $134 million investment to build an advanced conductor manufacturing facility in South Carolina, which will create nearly 500 new jobs.
• Switzerland-based ABB $120 million investment to expand production of its low-voltage electrification products in Tennessee and Mississippi.
• Saica Group, $110 million new manufacturing facility in Anderson, Indiana.
• Hotpack, $100 million investment to establish its first U.S. manufacturing facility in Edison, New Jersey.
• Charms, LLC, $97.7 million investment to expand its production plant and distribution center in Tennessee.
• Toyota Motor Corporation $88 million investment to boost hybrid vehicle production at its West Virginia factory, securing employment for the 2,000 workers at the factory.
• AeroVironment, $42.3 million investment to build a new manufacturing facility in Utah.
• Paris-based Saint-Gobain $40 million NorPro manufacturing facility in Wheatfield, New York.
• India-based Sygene International $36.5 million acquisition of a Baltimore biologics manufacturing facility.
• Asahi Group Holdings, $35 million investment to boost production at its Wisconsin plant.
• Valbruna Slater Stainless $28 million investment in its stainless steel and nickel alloys bars manufacturing plant in Fort Wayne, Indiana.
• Cyclic Materials,$20 million investment in its first U.S.-based commercial facility, located in Mesa, Arizona.
• Guardian Bikes $19 million investment to build the first U.S.-based large-scale bicycle frame manufacturing operation in Indiana.
• Amsterdam-based AMG Critical Minerals $15 million investment to build a chrome manufacturing facility in Pennsylvania.
• NOVONIX Limited, $4.6 million investment to build a synthetic graphite manufacturing facility in Tennessee.
• LGM Pharma $6 million investment to expand its manufacturing facility in Rosenberg, Texas.
• ViDARR, $2.69 million investment to open a new facility in Virginia.

These doesn’t include the U.S. investments pledged by foreign countries:

• United Arab Emirates $1.4 trillion in the U.S. over the next decade.
• Qatar $1.2 trillion in an economic exchange between the two countries.
• Japan $1 trillion investment in the U.S.
• Saudi Arabia $600 billion in the U.S. over the next four years.
• Taiwan announced a pledge to boost its U.S.-based investment.

PLUS now AstraZeneca $50 billion.

MY COMMENT

No wonder I am extremely positive about the markets and the economy over the rest of the year and over the next 2-3 years.

This is over the past SIX MONTHS.

 

I expect that the above money.....is only the start and that we will end up with 2 or 3 times the amount above.....minimum.....over the next 2-3 years. It is going to be a lot of private sector money.....sloshing......around in the economy and multiplying and compounding as it passes through various types of workers and companies.

It will all end up being a very broad driver of GDP and the economy for the next 2-3 years.....or more.....especially with the tax bill being permanent.

I really like how stock investors are sitting right now in general....than if you add in the specific....AI and how it will sweep through EVERYTHING.....the next ten years look GOLDEN. It....."could"....emphasis on...."could"....be an epic ten year BULL MARKET. Although keep in mind that you can have corrections and even bear market time periods in a systemic BULL MARKET.