🚨 Trump's own Tariffs are backfiring! Trump’s tar

🚨 Trump's own Tariffs are backfiring!

Trump’s tariffs were pitched as a bold strategy to bring manufacturing back to American soil. In reality, they’ve created so much economic uncertainty that companies are pulling out of the U.S. altogether. SanDisk’s $55 billion chip plant in Michigan wasn’t just another big project, it was supposed to be one of the largest in the state’s history, delivering 10,000 jobs. But now? Scrapped. And not just scrapped in Michigan, they said they won’t build anywhere in the United States. That’s a damning signal. It’s not that the economics don’t work, it’s that the risk of operating here, under erratic trade policy and tariff threats, simply isn’t worth it. The very tool that was supposed to drive investment is actively repelling it.

At the same time, we’re getting bombarded with eye-popping investment announcements that feel more like stunts than strategy. AstraZeneca’s $50 billion U.S. pledge is a perfect example, nearly 25% of its entire market cap and 25 times its annual capital expenditures. There is no business case that justifies that scale unless you’re playing to headlines and that’s the pattern I see across companies. These aren’t plans built on feasibility, they’re marketing events designed to generate buzz and political brownie points, with little intent or ability to follow through to create hype around the stock.

Take the Stargate project, SoftBank and OpenAI’s $500 billion “AI infrastructure” plan unveiled at the White House. It had all the trappings of a major national initiative: Trump on stage, sweeping promises, foreign and domestic capital coming together to build the future. But fast forward six months, and they haven’t closed a single deal. The $100 billion “immediate” investment has been quietly walked back to maybe a single data center in Ohio. Meanwhile, OpenAI is striking $30 billion-per-year deals with Oracle three times its current revenue while SoftBank stalls over basic logistics. The infrastructure push is already fractured and chaotic, with no clear leadership, no coherent strategy, and no realistic timeline. It’s hype with a half-life.

And the root cause of all of this is uncertainty. Tariffs are just the tip of the iceberg. Companies are spooked by unpredictable policy, rising rates, unreliable incentives, and an overall lack of long-term planning. You can’t build a $50 billion plant or a $500 billion data center pipeline when the ground keeps shifting beneath you. Investment depends on trust and there’s not much of that right now. The risk-adjusted return of doing business in America, especially for high-capex projects, is too low.

SanDisk, AstraZeneca, OpenAI, SoftBank, these aren’t struggling firms. They’re massive players with access to capital. If they’re walking away, it’s not because they don’t want to invest. It’s because they can’t justify it. What we’re watching is a complete breakdown between political posturing and economic execution. Everyone wants the credit for reviving American industry, but no one is laying the foundation to actually make it happen.

Until that changes, until there’s a stable framework for investment, clear incentives, and a strategy that goes beyond throwing around big numbers, these headline-grabbing announcements will keep collapsing under their own weight. The trillion-dollar hype machine has finally met the wall of reality.

Source: StockMarket.News