Cramer's Morning Take: Apple 6/3/25

Squawk on the Street

CNBC

Investing, Business, News

4.1 • 567 Ratings

🗓️ 3 June 2025

⏱️ 3 minutes

🔗️ Recording | iTunes | RSS

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Summary

Cramer says this tech giant’s negativity will be neutralized. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Transcript

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0:00.0	Hey, it's Kramer, and this is my morning take on the market from today's
0:05.0	CNBC Investing Club morning meeting.
0:07.0	Just going back to data centers for a moment.
0:10.0	There were a lot of notes out on NVIDIA today.
0:12.0	Stock is higher.
0:13.0	City talking about its networking side of the business.
0:16.0	It's breaking through 140.
0:17.0	The GPUs.
0:18.0	The 3.140 is very significant areas.
0:20.0	Spectrum X sales.
0:21.6	And this comes just a few days before.
0:23.6	Broadcom is going to report on Thursday.
0:25.6	We still have a lot of Nvidia.
0:27.6	We have a lot of Broadcom and I'm very proud that we do.
0:31.6	We do have too much Apple, but I, core weave is incredible.
0:34.6	We do have too much Apple, but I think they'll become a moment
0:38.3	where Apple's negativity will be neutralized.
0:41.3	It's not here yet.
0:43.3	I don't know what level.
0:44.3	I know the shorts continue to build.
0:47.3	But when I look at deals like Apple could do with perplexity,
0:50.3	that Apple can do any deal at once because they have the one thing nobody else have.
	...

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