Squawk on the Street Cramer's Morning Take: Apple 4/14/25
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Apr 14, 2025 Jim and Jeff dive into the evolving market for Apple and NVIDIA, discussing how tariff exemptions are influencing investor sentiments. They share insights on the cautious optimism around tech stocks and the complexities of current market dynamics. Strategic trading approaches for both giants are highlighted, emphasizing the importance of making informed decisions in today's volatile financial landscape. Tune in for a blend of market insights and investment strategies!
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Market Sentiment
- Tariff exemptions initially boosted Apple and NVIDIA, but the situation changed by Sunday.
- Investors are hesitant due to market reversals and the stocks' volatility.
Tariff and Investigation Updates
- Some tariff relief has been provided for smartphones, laptops, and tech items, but not for fentanyl.
- A Section 232 investigation regarding NVIDIA and its defense applications is ongoing.
NVIDIA's Importance and Apple Upgrade
- NVIDIA is crucial for defense applications, as all major missiles utilize their technology.
- KeyBank upgraded Apple's rating, suggesting a reduced downside risk.