Squawk on the Street Squawk on the Street 9/12/25
Sep 12, 2025
Discover the soaring stock prices of media giants like Warner Brothers and the financial outlook for Paramount. Dive into Tesla’s latest surge linked to autonomous driving advancements, while the housing sector grapples with trade tariffs. Explore innovations in AI-powered PCs boosting productivity and new local partnerships for manufacturing smartphone glass. Gain insights from Kramer's Kentucky Chronicles on semiconductor movements and the revival of the crypto market, blending serious financial analysis with lighter moments.
AI Snips
Chapters
Transcript
Episode notes
Corning Kentucky Plant Visit
- Jim Cramer visited the Corning plant in Kentucky where Tim Cook announced every new iPhone and Apple Watch will use glass made there.
- Cramer emphasized the community pride and multi-generation workforce behind the plant's revival.
Engineered Thinness With eSIM Tradeoffs
- The new iPhone is thinner and lighter yet claims strong battery life due to internal engineering changes like eSIM freeing internal space.
- Tim Cook framed these design choices as customer-driven innovations that enable new form factors.
Features As Unexpected Customer Value
- Apple highlighted features like Live Translation and Center Stage as unexpected but valuable customer benefits.
- Cook said Apple listens to customers and often gives them capabilities they didn't know they wanted.