Trump's (https://www.cnbc.com/2026/05/06/tariff-refunds-earnings-hit-pandora-philips.html) announcement has CEOs stampeding like it's Black Friday, but the real story? This desperate scramble for cost relief comes exactly as $AAPL's [R&D spending](https://www.cnbc.com/2026/05/06/apples-rd-spending-climbs-to-10percent-of-revenue-on-ai-investments.html) rockets past 10% of revenue for the first time in three decades.

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