CNBC's "Fast Money" Apple’s Sweet Gains… And Eli Lilly Drops After Reporting 8/7/25
7 snips
Aug 7, 2025 Apple's stock continues to rise thanks to CEO Tim Cook's strategic announcements, igniting investor interest. Meanwhile, Eli Lilly experiences a sharp decline after disappointing weight loss drug results, raising concerns about its future. Analysts weigh in on the competitive landscape of the weight loss market, highlighting the interplay between pharmaceutical giants. The discussion extends to the broader tech sector, examining how economic indicators and political influences shape investment strategies.
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Apple's Growth Beyond Hype
- Apple's recent $250 billion market cap gain reflects tangible revenue growth, not just hype.
- The company hasn't priced in AI's impact on its installed base, suggesting further upside potential.
Apple's China Boost and Services Risk
- Apple's iPhone growth in China was boosted by government subsidies, possibly a one-time pull-forward.
- Services growth faces risk if Google ends its paid exclusivity on Apple devices.
Intel's CEO Controversy and Delays
- President Trump's call for Intel CEO resignation underlines political pressures on tech companies.
- Intel's delayed $28 billion Ohio fab project symbolizes operational and momentum challenges.