Squawk on the Street Cramer's Morning Take: Apple 10/31/25
14 snips
Oct 31, 2025 Jim Cramer highlights a promising buying opportunity with Apple's stock, thanks to strong quarterly results and optimistic guidance. He digs into Apple's impressive revenue growth, the strength of its services division, and the impact of supply constraints on iPhone sales. The discussion also touches on how a recovery in China could fuel future growth. Additionally, Cramer shares his interest in investing in Nike and Boeing due to their positive operational trends and potential for recovery.
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Buy On A Pullback After Strong Guidance
- Do consider buying Apple if you currently hold none when the stock pulls back after strong guidance and conviction from management.
- Own Apple for the long term rather than trading it, following Jim Cramer's 'own it, don't trade it' approach.
Guidance Trumps Short-Term Noise
- Apple reported a strong quarter and even more important, strong guidance that suggests future revenue growth acceleration.
- Management's conviction and cash generation signal the company is 'on course again' and could justify a lower effective multiple.
Cramer's Call With Tim Cook
- Jim Cramer says he personally spoke to Tim Cook and heard an unprecedented level of conviction from him about Apple's outlook.
- That direct conversation convinced Cramer that a pullback would be a buying opportunity.