Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 12/30/25
Dec 31, 2025
Tim Cook, CEO of Apple, and Wendell Weeks, CEO of Corning Inc., delve into Apple's monumental $600 billion commitment to U.S. manufacturing, highlighting its potential economic impact. They discuss the vital role of small-town factories, the innovative ceramic shield for iPhones, and advancing glass technology. Cook also shares insights on onshoring semiconductors and AI integration while emphasizing workforce training initiatives. Weeks elaborates on Corning's community commitments and their expansion into solar and optical markets, signalling a bright future for both companies.
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Massive U.S. Manufacturing Commitment
- Apple committed $600 billion to U.S. investment to rebuild manufacturing and supply chains across many towns.
- Tim Cook says this will create ripple effects as suppliers and foreign firms follow Apple's footprint.
Harrodsburg Becomes Glass Capital
- Tim Cook and Wendell Weeks described Harrodsburg as the new global hub for iPhone and Apple Watch cover glass manufacturing.
- Corning will triple production and increase workforce by 50% driven by Apple's $2.5 billion project.
Semiconductor Supply Chain Stitching
- Apple is stitching together semiconductor supply chains in the U.S. from pre-wafer materials to packaging and fabs.
- Tim Cook highlights work with GlobalWafers, TSMC, Amcor and equipment suppliers to localize chips.