Squawk on the Street Fed Meeting Kicks Off, Faber Report on TikTok, Exclusive: Rivian CEO 9/16/25
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Sep 16, 2025 
Tim Cook, the iconic CEO of Apple, shares insights on the tech giant's strategies amid shifting market dynamics. He discusses the competitive landscape with Tesla and the impact of AI on stocks. The conversation highlights the upcoming Fed meeting and its implications for the economy, while touching on the intricate relationship between technology and consumer spending trends. Tim also reflects on the challenges faced by companies in the semiconductor sector and the importance of operational focus in a rapidly evolving market.
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Fed Vote Dynamic Could Complicate Cuts
- The Fed meeting includes votes from Lisa Cook and Stephen Myron, creating an awkward dynamic amid legal and political pressure.
- Markets expect a rate cut but Cook's vote could complicate the committee's decision and messaging.
Consumer Spending Still Strong
- Retail sales surprised on the upside with a 0.6% monthly increase, showing consumer resilience.
- That strength can both justify cuts and fuel hawks who argue the economy remains solid.
TikTok Deal Likely Keeps App Live
- A TikTok deal may license the algorithm to a U.S. entity owned by new and existing investors while keeping Oracle cloud services.
- That structure would keep the app operating and may ease geopolitical friction without full U.S. ownership.
