CNBC's "Fast Money" Apple’s Record High… And Netflix Results On Deck 10/20/25
Oct 20, 2025
Apple hits a record high, driven by strong iPhone 17 demand and analyst upgrades, fueling market optimism. As earnings season unfolds, Netflix's upcoming results are in the spotlight, with discussions on its dominance, pricing power, and content strategy risks. The impact of regional bank concerns and AI's influence on the market are also explored. Meanwhile, Japan's stocks rally as governance and economic factors come into play, with panelists sharing their strategic stock picks.
AI Snips
Chapters
Transcript
Episode notes
Hardware-Led iPhone Rebound
- Apple’s iPhone 17 hardware cycle is driving demand stronger than software/AI narratives did last year.
- Analysts expect December-quarter guidance could surprise to the upside due to robust iPhone momentum.
China Demand Could Shift Apple Narrative
- Apple's underperformance over three years then catching up shows rotation and repositioning by investors.
- China subsidies and stronger upgrade cycles improve Apple's market-share and services leverage prospects for 2026.
Use Call Spreads Into Apple Earnings
- Use defined-risk call spreads into Apple earnings because options implied moves are modest and premiums are cheap.
- Call spreads let you participate if upside continues while limiting downside from valuation risk.