Hey, it's Kramer, and this is my morning take on the market from today's CNBC Investing Club morning meeting.

It's been an amazing week, S&P, up over 2%.

A lot of our stocks doing really great. We haven't highlighted broad coming up, frankly.

Yields coming in, they've been very good since the Fed meeting, even though there's been obviously

some of a renewed kind of international trade because some of the numbers have been better

worldwide and more on that.

And so we get to FedEx.

But I want to cut right to Apple because I know a lot of members are asking questions of me

about why I still like this company, even though it is a no-growth company.

I want to point out two things.

I want to point out, first of all, I was very surprised.

Now that I've read the Justice Department suit, how, frankly, lacking in rigor it is,

I'm not saying it's a joke, but I am saying it does have the appearance of a rush job,

and it's very disappointing.

But more importantly, if Apple were to come to terms within video, I am saying that it does have the appearance of a rush job and is very disappointing.

But more importantly, if Apple were to come to terms with Invidia and talk about B2B, and

I know they don't work like this as quickly, people would realize this is a product that

it should have more than $200,000 or whatever they're making.

It should be more like $2 million and the $3,500 price point

meets nothing to a company like a Zemans or a company like a Ford Motor that should buy

it in order to be able to sell cars in order to be able to build a factory twin.

So I think the most important takeaway for me about why you should hold Apple right here is

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