CNBC's "Fast Money" Fast Money 9/19/25
Sep 19, 2025
DeWardrick McNeil, a former Obama administration official and senior policy analyst at Longview Global, shares insights on U.S.-China relations. He discusses the complexities of TikTok's regulatory landscape and the implications for trade. The conversation also highlights the impact of recent equity highs and rising yields on markets. Don't miss the detailed analysis on how geopolitical factors influence investment strategies, alongside the latest trends in Apple launches and the EV sector.
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Apple Demand Surprises Analysts
- Apple demand for the new iPhone models is strong and sustained, surprising many channel checks.
- The market may be pricing in a refresh cycle and potential future AI/foldable innovations rather than immediate explosive growth.
On-the-Ground iPhone Launch Observations
- Mike Coe spent 12 hours at the Apple store observing long lines and strong demand for the iPhone Pro.
- He found shoppers willing to pay more for new designs despite price increases.
Premium Valuation Reflects Optionality
- Apple trades at a premium multiple versus the market despite modest near-term revenue growth expectations.
- Investors are paying for product-led design, buybacks, and potential AI/service optionality rather than current earnings growth.