Squawk on the Street Cramer's Morning Take: Apple 9/15/25
9 snips
Sep 15, 2025 The discussion kicks off with an analysis of market trends and the positive impact of trade talks with China on stock prices. Antitrust investigations surrounding NVIDIA also take center stage, raising questions about the company's future. Attention shifts to Apple, with insights on consumer demand and how trade-in values of older iPhones could influence the launch of the iPhone 17 series. Investment strategies are offered alongside ongoing market insights, keeping listeners informed and engaged.
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NVIDIA Probe May Be Politically Timed
- Cramer and Jeff Marks view NVIDIA's China antitrust probe as politically timed but possibly tied to Mellanox conditions.
- They note regaining China access via licenses is a bargaining chip in U.S.-China negotiations.
Kentucky Trip And High-Profile Interviews
- Jim Cramer recounts returning from Kentucky after interviews with Corning's CEO and Tim Cook.
- He frames his weekend piece as reflecting a seminal media moment and strong convictions about Corning and Apple.
iPhone 17 Seen As Major Demand Driver
- Jim Cramer believes the upcoming iPhone 17 launch will be "gigantic" and drive strong demand.
- He argues trade-in and carrier incentives make iPhone 17 a better bargain relative to prior models.