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CNBC's "Fast Money"

Apple’s Device Delay… And Vaccine Makers Under Pressure 9/12/25

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.31.2K Ratings

🗓️ 12 September 2025

⏱️ 44 minutes

🧾️ Download transcript

Summary

Apple postponing the launch of its new iPhone Air model in China, as regulatory issues hit the tech giant. How they’ll clear that hurdle, and what a top tech analyst sees in store for the stock after a muted Apple event response. Plus A new report threatening vaccine makers, as the Trump admin takes aim. The connection they’re linking the group to, and what it means for the space going forward. Fast Money Disclaimer

Transcript

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0:00.0

Hi, it's Melissa. Before we jump into today's show, I've got something exciting to share.

0:04.0

On December 11th, we are hosting a special edition of Fast Money Live, trading the holidays right here at the NASDAQ market site. You get to watch a live taping of Fast Money, meet and interact with the traders, and, of course, celebrate the holiday season with us. It's stocks and cheers in the heart of the city, Times Square, in December. You will not want to miss this.

0:21.0

Tickets are available now at cnbc events.com slash fast money.

0:27.3

Live in the NASDAQ market site in the heart of New York City's Times Square, this is fast money.

0:31.6

Here's what's on tap tonight.

0:33.0

Apple's big day. The company's latest iPhones now available for pre-order, but could reports of delayed

0:38.3

shipments weigh on the stock. We'll talk to one top analysts. Plus, Tesla revs up. The stock locking

0:43.4

in its best week since May, but the chartmaster thinks the rally is about to run out of gas.

0:48.0

He'll tell us why. And the Winkle Voss's Gemini makes its market debut, Pfizer-Moderna sink on new

0:53.8

concerns over their COVID vaccines, and not a meme stock, what Open Doors co-founder had to say about the surge and shares of the online real estate stock. I'm Melissa Lee. Come to you live from studio, be at the NASDAQ on the desk tonight, Tim Seymour, Karen Feinerman, and Carter Braxtonworth. We start off with Apple trying to stage a rebound to close out the week. The stock dropping almost 2% today, but still down 2.3%

1:14.6

since and Carter Braxtonworth. We start off with Apple trying to stage a rebound to close out the week.

1:11.3

The stock jumping almost 2% today, but still down 2.3% since announcing its latest iPhone on

1:16.4

Monday.

1:17.1

That makes it the worst performer among the Mag 7 this week.

1:21.2

Pre-orders for the new devices went live today with reports that some Pro Max models

1:25.4

were already seeing delays in their delivery windows.

1:28.2

Reports also that the super thin iPhone air could be delayed in China due to regulatory concerns.

1:33.2

For the latest, we're joined here on set by Steve Kovac, who was right there when the thing was unveiled.

1:39.0

What are you hearing so far?

1:39.9

Yeah, so it's actually a pretty smooth launch today so far.

1:42.5

I'm old enough to remember when the site would collapse every day. The pre-orders would start for the iPhone. But here's the good news. Those delays that you were talking about in the iPhone Pro, that's actually good. That means the lead time is getting longer. That means demand is high. When we wake up Monday morning, we're going to have in our inbox a slew of notes from all the Wall Street analysts kind of picking apart what the delay and what the time looks like.

2:05.7

Because the bigger that window is, that's the first read we get as to what the demand looks like.

...

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