Roche's $50B U.S. Play, Tesla Stumbles, and a New Era for EV Batteries

Money Masters' Market Movers 17

April 23, 2025

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Dear Money Master,

This week, global companies are rethinking their U.S. strategies amid rising geopolitical pressures and it’s creating major market ripples. 💥

Roche is making headlines with a historic $50 billion investment in U.S. operations, creating over 12,000 jobs and laying the groundwork to export more drugs from the U.S. than it imports. As tariff threats loom, the pharma giant joins others like Novartis and AstraZeneca in doubling down on American manufacturing. 🧪🇺🇸

In tech, CATL’s next-gen EV battery promises 323 miles of range in just five minutes of charging, potentially leapfrogging Tesla and BYD. Speaking of Tesla, its Q1 earnings disappointed, with revenue dropping 9% and net income plunging 71%. 😬⚡

Meanwhile, defense stocks surged after Lockheed Martin topped estimates, and GE Aerospace reassured investors despite tariff fears. But not everyone had a strong quarter, Verizon missed on subscriber growth, and Meta faces a potential $7B ad revenue hit from China tariffs.

👉 In today’s Deep Dive, we unpack Roche´s 50B investment plan in the USA with real numbers, job stats, and big-picture implications for investors. 📊💊

📰 Your Daily Financial Digest - April 23rd, 2025

🌍 Economics & Finance:

  1. Nomura to Acquire Macquarie's Asset Management Arms for $1.8B 💼
    The Japanese firm expands global presence with the all-cash deal, boosting assets under management by $180B to a total of $770B. Read More

  2. Trump Says Fed Chair Powell Safe from Dismissal 🏛️
    In a surprise reversal, Trump commits to keeping Powell until 2026, sparking a sharp rally in U.S. stock futures. Read More

  3. Chipotle to Open First Restaurant in Mexico by 2026 🌮
    The U.S. burrito chain teams up with Alsea to enter the Mexican market, expanding beyond its 3,600 U.S. stores. Read More

💻 Technology:

  1. CATL Claims New EV Battery Charges 323 Miles in 5 Minutes ⚡
    The Chinese battery giant edges past BYD and Tesla with its second-gen Shenxing battery, promising ultra-fast EV charging speeds. Read More

  2. FTC Sues Uber Over Misleading Subscription Practices 🚨
    The agency alleges unauthorized charges and hard-to-cancel Uber One memberships, marking its first tech lawsuit under Trump’s second term. Read More

  3. Meta Faces $7B Revenue Hit From China Tariffs 📉
    Retail ad cuts from Temu and Shein may slash Meta’s 2025 ad revenue as U.S.-China trade tensions escalate. Read More

💹Earnings:

  1. Lockheed Martin Soars on Q1 Beat, EPS Hits $7.28 ✈️
    Fighter jet and missile demand lifted profits above expectations; revenue rose 4.5% as U.S. defense budget tailwinds support growth. Read More

  2. GE Aerospace Tops Estimates With $9.94B Revenue and $1.49 EPS 🚀
    Strong commercial services backlog and tariff mitigation strategies keep 2025 outlook intact amid macro uncertainty. Read More

  3. Verizon Beats Q1 Forecasts, But Loses 289K Phone Subscribers 📱
    Despite earnings and revenue topping estimates, subscriber losses spooked investors. Read More

  4. Tesla Misses Q1 Estimates as Revenue Falls 9% 📉
    Automotive revenue dropped 20% amid factory updates and EV price cuts; shares popped briefly after Powell reassurances. Read More

🔍 Deep Dive: Roche, the Latest Big Pharma Betting Big on America 💊🇺🇸

With tariff threats looming from President Trump, global pharmaceutical giants are racing to deepen their U.S. roots. Leading the charge is Swiss drugmaker Roche, which just unveiled a $50 billion investment plan aimed at expanding its American footprint over the next five years.

This move marks Roche’s largest-ever commitment to a single country and is set to reshape the U.S. as a pharmaceutical powerhouse.

🔹 What’s Included in Roche’s Investment:

  • 💼 12,000+ new jobs, including 1,000 within Roche and over 6,500 in construction.

  • 🧬 New R&D hub in Massachusetts for AI and cardiometabolic research.

  • 🏭 A massive 900,000 sq. ft. factory for weight-loss drug manufacturing.

  • ⚙️ Expanded manufacturing in Indiana, California, Pennsylvania, Kentucky, and Oregon.

  • 📈 Existing U.S. base already includes 25,000+ employees, 13 manufacturing sites, and 15 R&D centers.

With this investment, Roche aims to export more drugs from the U.S. than it imports, reversing the traditional pharma trade flow.

🔹 It’s Not Just Roche:

  • 🇨🇭 Novartis is investing $23 billion to build or expand 10 U.S. facilities, creating 4,000+ jobs.

  • 🇬🇧 AstraZeneca reaffirmed its commitment to U.S. operations, despite launching a $2.5B hub in China.

For investors, this shift reflects a broader trend: the U.S. is becoming the global hub for pharma R&D and manufacturing, driven by political pressure, trade uncertainty, and a booming demand for innovation.

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*The Deloitte rankings are based on submitted applications and public company database research.

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To your financial empowerment, The Money Masters Team

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