Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 9/12/25
6 snips
Sep 12, 2025 
Tim Cook, CEO of Apple Inc., shares insights on pushing innovation in technology and revitalizing American manufacturing. He discusses the collaboration with Corning on the iPhone 17, highlighting advancements in glass technology. The conversation extends to semiconductor production in the U.S. and its impact on health tech, notably with the Apple Watch. Cook emphasizes responsible corporate practices and skilled labor training as essential for economic growth, while also reflecting on market trends and strategic investments amid evolving tech competition.
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Plan Around Macro Event Risk
- Watch key macro events like retail sales and Fed decisions because they can move markets and spoil narratives.
- Be prepared around event risk and avoid getting cocky in historically volatile months like September.
Add On Weakness With Long-Term Thesis
- If you own IBM and trust management, consider buying more on pullbacks after imperfect quarters.
- Use valuation targets like ~22x earnings as a reference point for long-term positions.
Apple-Corning Innovation Enables Onshore Manufacturing
- Apple and Corning co-develop high-performance glass that enables thinner, lighter and more durable phones.
- That integration makes American manufacturing competitive on innovation and cost.