Squawk on the Street Record Rally Rolls On, Cramer & Tim Cook Catch Up, FedEx Delivers Strong Results 9/19/25
Sep 19, 2025
The hosts revel in a record-setting rally, with the Russell 2K reaching a milestone not seen since 2021. FedEx impresses with strong earnings, shedding light on global trade dynamics. Jim Cramer shares insights from his sit-down with Tim Cook, discussing the buzz around the iPhone 17 launch and consumer spending trends. As interest rates fluctuate, they explore the potential impact on the market's future, keeping listeners engaged with lively discussions on technology and trade.
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Rates Will Drive The Next Market Move
- The market rally is broadening beyond MAG7 and shows widespread enthusiasm across sectors.
- Long-term interest rates, not enthusiasm, will determine the next market move.
Monitor Long Rates For Housing Risk
- Watch the 10-year yield because rising long rates can force a market pullback and hurt rate-sensitive sectors like housing.
- Adjust exposure to mortgage-dependent names if long-term yields keep climbing.
Physical AI Momentum Is Shifting Valuations
- The recent cluster of industry moves (NVIDIA-Intel, Apple product updates, Tesla upgrades) is shifting investor focus toward physical AI adoption.
- That shift helps justify higher valuations for companies enabling AI hardware and integration.