Many of the largest American companies have pledged to invest billion dollars in the United States since President Donald Trump began his second term, including six names in our portfolio. These movements are intended to align companies with the president's vision for a new global commercial order designed to return manufacturing jobs from the foreigner and address what he considers decades of barriers of unfair rates abroad. We have been tracking these promises, and the new companies are adding to the list every day. Here is a summary of six portfolio names, in alphabetical order, which have committed themselves to the main investments in the United States, and how they see their businesses evolve in the changing commercial panorama. ABBOTT Laboratories: ABBOTT promised $ 500 million last month to improve manufacturing capabilities in plants in Illinois and Texas and to expand research and development (R&D). Around 200 new jobs in Illinois and 100 in Texas are expected, a company spokesman told Bloomberg. This is part of the Abbott's short -term plan to mitigate the impacts of the rate, which management estimates that it is a “few hundreds of millions of dollars.” In a volatile year for shares, Abbott has won more than 19% to date. It is the second best performance of the club in 2025. Apple: as part of its commitment to invest $ 500 billion in the United States for four years, Apple said in February that it will open a new factory for artificial intelligence servers in Houston, Texas. The installation of 250,000 square feet is scheduled to open next year. Apple also plans aboard about 20,000 new hiring throughout the country for four years. More recently, CEO Tim Cook said in the earning call last week that teams and facilities will expand in states such as Michigan, California and Texas. Assuming that the current tariff levels, Cook estimated $ 900 million in additional costs in the quarter of June, but would not be in danger an assumption beyond that. Apple has fallen almost 21% to date. It is our stock of worse performance in 2025. In addition to the name of the club, Nvidia, Apple has more to lose if the tensions between the United States and China do not improve. Bristol Myers Squibb: The drug manufacturer will invest $ 40 billion in the US. In the next five years, expanding its R&D footprint and manufacturing in the country. The CEO of Bristol Myers, Christopher Boerner, said in an opinion article on Monday that the funds will face research and development, technology and national manufacturing. “Through this investment plan, we will strengthen our presence throughout the country, we will increase radiopharmaceutical manufacturing and invest in artificial intelligence and automatic learning to help us significantly increase the rhythm of innovation,” Boerner wrote. Last month, by releasing profits, Bristol Myers uploaded the guide and said it represents existing tariffs on American products imported to China. The action has fallen more than 16% to date. It is our second worst in 2025. Eaton: The Global Power Management Company revealed plans in February to add a new transformer manufacturing installation in Jonesville, South Carolina. The operations there will admit data centers, modernization of the network, as well as electrification and industrialization. Eaton will spend $ 340 million to increase US production of its three -phase transformers. Eaton has invested more than $ 1 billion in manufacture for electrical solutions in North America since 2023. The incoming CEO, Paulo Ruiz, said in the earning call last week that the company aims to manage through tariffs adjusting the costs, supply chains and prices as necessary. Eli Lilly: Lilly is looking to increase her domestic presence, with four new pharmaceutical manufacturing sites. Announced in February, this investment of $ 27 billion pushes the capital expansion commitments of Eli Lilly in the United States to more than $ 50 billion from 2020. Lilly expects the four new locations to bring more than 3,000 jobs, including engineers, scientists, operations staff and laboratory technicians. Like Bristol Myers, Lilly is still waiting to know if Trump will put specific tariffs of the industry in Pharma. The president and administration officials have suggested that they come. In the earning call of last week, Lilly Management said that they hope that the announced tariffs have a “financially limited impact, what we have absorbed within our 2025 guide” of sales between $ 58 billion and $ 61 billion. Lilly's shares have fallen at approximately 1.5% to date. They would have been much higher if it were not for their large slide that began last week in news of an association between CVShealth and Novo Nordisk rival on drugs to lose weight. NVIDIA: Through associations with the manufacture of semiconductors of Taiwan, Foxconn, Wistron and others, Nvidia promised to produce an Ay infrastructure worth up to $ 500 billion in the US. UU. For four years. The production of some of the company's Blackwell chips has begun at the TSMC plant in Phoenix. Nvidia is also building supercomputer manufacturing plants with Foxconn in Houston and Wistron in Dallas. Production is expected to increase in the next 12 to 15 months in both facilities. Nvidia's shares, which do not report profits until May 28, have fallen 12% to date. On Wednesday night, Nvidia investors gave a sigh of relief after the Trump administration eliminated the implementation of a controversial rule of the Biden era on the exports of AI chips. Last month, however, Trump harden another export rule of Biden chips, saying that the slowest and most made chips for China need a license. Consequently, Nvidia on April 15 said it would reserve an inventory charge of $ 5.5 billion. (The charitable trust of Jim Cramer is long AAPL, ABT, Bmy, Lly, Ethn, Nvda. See here a complete list of the actions). As a subscriber of the CNBC Investing Club with Jim Cramer, he will receive a trade alert before Jim makes an exchange. Jim waits 45 minutes after sending a commercial alert before buying or selling an action in the portfolio of his charitable trust. If Jim has talked about an action on CNBC TV, wait 72 hours after issuing the trade alert before executing the operation. 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People walk through the Apple store on Fifth Avenue in New York City on May 1, 2025.
Kylie Cooper | Reuters
Many of the largest American companies have pledged to invest billion dollars in the United States since President Donald Trump began his second term, including six names in our portfolio.