CNBC Investing Club: Cramer’s Morning Take on Apple 3/19/26
Squawk on the Street
CNBC
4.0 • 566 Ratings
🗓️ 19 March 2026
⏱️ 3 minutes
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| 0:00.0 | Jim Kramer here to share a short preview of my take on the market from today's members-only |
| 0:07.1 | CBC Investing Club Morning Meeting. Join the club for full access to the morning meeting every day at 1020 a.m. |
| 0:14.7 | Visit CnBC.com slash morning take to sign up today. That's one word morning tape. |
| 0:23.7 | Everyone had agreed that they weren't going to bomb any of these fields. |
| 0:29.7 | Initially, the press said that the United States had bombed par. Then it turned out that Israel |
| 0:35.0 | bombed par. And then, of course, the Iranians easily, even though |
| 0:39.3 | everyone says they've been degraded, easily attacked these facilities at Qatar, knockout 17%. |
| 0:45.3 | And then does Israel retaliate or is it over? If it's over, then you're going to see oil go down |
| 0:51.3 | and all our stocks are going to go up. And, you know, a stock like Boeing, which is in free fall, goes higher. And so I do believe we have to do some buying. Now, we don't know micron. No, geez, that's ridiculous. We know that. We don't know micron, but micron is a company that when it opens down, it tends to rally. There was nothing negative about micronron. The numbers, when it goes down to four times earnings, that is typically where you expect that the numbers can roll over, but they're not. Because Micron is a creature of how much S.K. S.K. Hynix and Samsung are building, and they're not. They're not building enough. Therefore, the prices aren't done going up. |
| 1:28.4 | They are the ones. You want demand destruction. You've got to be careful. Unless you find that Dell is |
| 1:33.9 | able to mitigate the pricing, Dell being the most important company in this whole food chain, |
| 1:38.9 | I would be worried. But I think Dell will mitigate pricing. I said that after talking to Michael |
| 1:42.8 | Dell. So I'm not sweating the program of companies who are buyers, but I do think it's a great opportunity when it was down 25. |
| 1:49.1 | It is interesting to see off the decline in Micron today. |
| 1:53.2 | You mentioned Dell's hire. |
| 1:55.3 | Cisco called out member-in-virus on their earnings call. |
| 1:58.8 | Apple did as well. |
| 2:00.8 | And last I checked, yes, they're all, you know, positive today in the down tape. |
| 2:06.9 | Apple, by the way, had some news. |
| 2:09.1 | This was Reuters reporting that Apple's smartphone sales in China increased 23% year |
| 2:14.7 | every year to start 2026. |
| 2:16.4 | Exactly the opposite of whatever you're saying. |
... |
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