CNBC's "Fast Money" Apple Ripe For A Rebound… And An Economic Outlook Ahead of CPI Data 8/8/25
Aug 8, 2025
Apple's recent rally has triggered debates about its future, particularly amid a weak AI outlook. Experts discuss strategic moves Apple can make to avoid a major fall from grace. The discussion shifts to gold's impressive gains and its appeal as a safe investment during turbulent times. Additionally, the podcast dives into the challenges cryptocurrencies and digital ad firms face, while also examining the broader economic landscape and upcoming CPI data that could shape market expectations. Insights into Cisco's revitalization and market strategies round out the conversation.
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Ecosystem Stickiness Justifies Some Premium
- Mike Coe notes Apple's ecosystem is sticky and justifies some premium.
- He warns its valuation is only modestly more attractive than the S&P.
No AI Value Is Priced Into Apple
- Tim Seymour says Apple's rally contains little to no AI premium.
- He credits Tim Cook's geopolitics and China fixes for the recent lift.
Apple Must Act Quickly On AI
- Dan Ives warns Apple lacks an AI strategy and risks missing the AI revolution.
- He says Apple should make big acquisitions now to compete.