Squawk on the Street Cramer's Morning Take: Apple 9/17/25
Sep 17, 2025
Delve into the world of technology as a leading expert highlights Apple as a dominating force in the market. Discover Apple’s strategic shift towards reshoring and its efforts to enhance domestic supply chains. Hear exciting news about the early interest in the iPhone 17, which suggests strong consumer demand. This discussion also sheds light on Tim Cook's key conversations at the White House, hinting at a future where supply chain efficiency reigns supreme.
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Apple Moving Toward A Domestic Supply Chain
- Jim Cramer sees Apple building a near-complete domestic supply chain including semiconductors and glass.
- That reduces China exposure and makes Apple politically favored in Washington.
Close Ties With Washington
- Tim Cook reportedly speaks with the president often about onshoring iPhone production.
- The White House views Apple as capable of making iPhones domestically, creating political support.
Semiconductors Pivotal For Onshoring
- Securing semiconductors was described as a monumental step toward domestic production.
- Cramer predicts the iPhone 17 (and a 17-inch product) will drive many positives and strong sales momentum.