Squawk on the Street "Apple Effect" on Intel, Pres. Trump and TikTok, Starbucks Turnaround Plan 9/25/25
13 snips
Sep 25, 2025 The discussion kicks off with Intel seeking investment from Apple, raising questions about a potential partnership. President Trump’s expected deal for TikTok’s U.S. operations could reshape the social media landscape. Starbucks reveals a bold turnaround plan with significant job cuts and store closures. The hosts also dive into market sentiments, highlighting tech stock struggles amid rising rates, while BYD's impressive sales competition against Tesla in Europe stirs industry debates. Quantum computing and housing market shifts round out the intriguing insights.
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Intel's Fundraising Is Broad, Not Apple-Specific
- Intel is actively seeking capital and may talk to any large partner, including Apple, to fund its turnaround plans.
- Jim Cramer warns such fundraising chatter may be more about optics than a concrete strategic alliance.
Trim Speculative Winners After Insider Selling
- Avoid buying into speculative names after insiders begin selling and prices run up dramatically.
- Trim or sell stocks that have spiked without fundamental earnings to reduce downside risk.
Two Economies: Tech Vs. The Rest
- The economy shows diverging performance: strong tech-driven growth versus weakness elsewhere.
- That split complicates rate-cut expectations and market interpretation of GDP prints.
