Apple’s Latest Hardware Updates… And A Buyback Bump 9/9/25

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.3 • 1.2K Ratings

🗓️ 9 September 2025

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Apple unveiling new iPhones, watches, and AirPods at its product event. How the tech giant is raising prices, and why one top analyst isn’t loving the latest updates. Plus the under-the-radar group of stocks quietly outperforming the broader market. What they have in common, and if there’s more gains ahead. 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.
0:25.1	Live in the NASDAQ market site in the heart of New York City's Times Square, this is fast money.
0:29.1	Here's what's on tap tonight. Oracle's monster move shares surging after the company posted
0:33.7	1,500 percent growth in its multi-cloud business. Is this the sign investors needed to see
0:39.7	there's even more room to run in the AI trade? Plus, the spotlight on Apple, the tech giant
0:44.4	unveiling its latest slate of iPhones, watches, AirPods, and more. But investors didn't seem
0:49.0	to impress of what they saw, how the company missed the mark and what it could mean for the stock
0:52.9	from here. And Jamie Diamond's warning, the JP Morgan CEO, saying right here on CNBC that the economy is getting weaker, what he sees for growth and how investors could get impacted. I'm Melissa Lee. Come to you live from Studio B at the NASDAQ on the desk tonight. Tim Seymour, Karen Feinerman, Courtney Garcia, and Stuart Kaiser, head of equity trading strategy at City.
1:12.2	And we'll get to Apple's big event later in the show.
1:14.3	We start off with Oracle serving to new records after reporting some blockbuster growth in multi-cloud database revenues.
1:20.9	The earnings call just getting started.
1:22.6	Our McKenzie Seagallis has got the very latest.
1:24.5	Mack.
1:25.5	Hey, Mel, so Oracle is jumping in the postmarket as investors
1:28.6	look past a slight earnings miss and zero in on its AI and multi-cloud momentum. Database revenue
1:35.1	from Amazon, Google, and Microsoft growing more than 1,500 percent in its fiscal Q1, while cloud
1:42.3	infrastructure revenue, one of its fastest growing businesses,
1:45.0	jumped 55% in the quarter.
1:47.0	And then looking ahead, Oracle's contracted backlog.
1:50.0	This is the cleanest proxy for future growth.
	...

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