The once-solid relationship between President Donald Trump and Apple CEO Tim Cook is breaking down over the idea of a U.S.-made iPhone.

Is now a good time to upgrade your iPhone? Not since the lights nearly went out on TikTok have U.S. consumers been so rattled. That might be an overstatement, but President Donald Trump has shown he has the power to save or cause trouble for companies that don’t adhere to his political agenda — and Apple is no exception.

A series of shifting and often contradictory tariff policies have left a mess in their wake. Will Trump actually stick to this threat?