Cramer's Morning Take: Apple 9/19/25
Squawk on the Street
CNBC
4.1 • 567 Ratings
🗓️ 19 September 2025
⏱️ 3 minutes
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| 0:00.0 | Hey, it's Kramer, and this is my morning take on the market from today's CNBC Investing Club morning meeting. Why don't we just go after? Sure. All right, I got to go to the launch date today, I saw Tim again. I spent a lot of time with Tim last week in Harrisburg, Kentucky. There have been moments where I've seen Tim say, when I say, looks down here, is it better than expected, and he would say yes. |
| 0:23.2 | And then there are moments where he would tell me that it's better than expect. |
| 0:26.6 | That's what we're having. |
| 0:27.9 | They were genuinely surprised how big the lines were in China and India. |
| 0:33.0 | They were surprised that the longest line was in Dubai. |
| 0:36.7 | They kept phones back here. |
| 0:39.3 | A lot of these other countries, they don't have the phones. |
| 0:42.3 | You can put your pre-order in, they have the phones for that. |
| 0:45.3 | But each one is salient. |
| 0:47.3 | The pro is a terrific camera. |
| 0:49.3 | I think that this air is just the one to get. |
| 0:52.3 | It's really, really light. It's indestructible. It's |
| 0:56.7 | It's just, it's titanium, which is the hardest metal in the world to ruin. Doesn't have the |
| 1:01.8 | longest battery life of them, but, and then people just could go get the regular 17, which |
| 1:06.6 | has a lot of different new things. Remember, it's the camera that's the big upgrade here. |
| 1:11.0 | I was talking to some people at Apple reminded me, this was one kept totally under wraps, and Wall Street kept trying to game it. They didn't have any idea. And the numbers that you saw last week about what people were betting on, all wrong. So I just think you want to stay long this. This could be the breakout moment. And the reason I say that is because people really, |
| 1:29.4 | we're looking for low single-dose, think you want to stay long this. This could be the breakout moment. And the reason I say that is |
| 1:27.9 | because people really, we're looking for low single digits for this. And I think we're going to |
| 1:33.3 | get better than that. It does seem like there is a greater enthusiasm this year for the new phone |
| 1:39.1 | versus last year. J.P. Morgan raises their price target to 280 from 255 this morning, citing favorable |
| 1:46.4 | demand indications. |
| 1:47.7 | Mellie is 290. |
... |
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