CNBC's "Fast Money" More Big Tech Results… And Dissecting The Latest Pharma Moves 10/30/25
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Oct 30, 2025 Big tech giants Apple and Amazon reported strong earnings, with analysts highlighting Apple's growing service revenue and Amazon's impressive AWS growth. The discussion also unveiled Eli Lilly's breakthroughs in obesity treatments, driving impressive stock performance. Anticipation builds around a potential M&A surge in the AI sector, despite regulatory concerns. With insights on streaming and crypto, the hosts provide a lively take on market trends and shape an exciting landscape for investors.
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Apple's Strong December Guidance
- Apple guided to 10–12% revenue growth for the December quarter and expects double-digit iPhone revenue growth.
- Tim Cook said supply constraints on iPhone 17 models are driving strong demand and China should return to growth.
Services And AI Integration Drive Value
- Services revenue topped $100 billion annualized and grew 15% in the quarter, boosting margins.
- Apple plans broader integrations for Siri with models like ChatGPT and others over time.
Mind Valuation Even With Strong Numbers
- Be cautious about paying high multiples despite strong results; Apple trades near 34x forward earnings.
- Consider valuation even when growth looks solid to avoid overpaying.