A Major Warning From Apple and Gearing Up for Big Bank Earnings
CNBC's "Fast Money"
00:00
Is It Demand Delay Delay?
The bloomburg article specifically says that apple is told manufacturers that it's because of component shortages at texan as well as a broad comasconsevago broad com, for the shortfall in production forr 20 21. Karen: If we are to believe that it's not demand destroyed and its demand delayed, then shouldn't that reasoning also be applied to the semi conductor names? "To me, the apple story remains intact, perhaps delayed, but very much intact"
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