CNBC's "Fast Money" Apple’s Device Delay… And Vaccine Makers Under Pressure 9/12/25
Sep 12, 2025
Dan Ives, Global Head of Technology Research at Wedbush, dives into Apple's delayed iPhone Air launch due to regulatory hurdles, predicting a nuanced outlook for the tech giant's stock. Meanwhile, Angelica Peebles sheds light on the latest controversies surrounding vaccine makers amid alarming reports from the Trump administration linking COVID shots to child fatalities. The discussion delves into the implications for the vaccine industry as they navigate this turbulent landscape.
AI Snips
Chapters
Transcript
Episode notes
iPhone Air Faces China Regulatory Delay
- Apple's iPhone Air launch shows regulatory delays in China but strong demand indicators elsewhere.
- eSIM approval issues pause sales in China while other iPhone models proceed, signaling localized regulatory risk.
Apple Doubles Down On Hardware Appeal
- Apple is refocusing on making desirable hardware rather than building AI in-house this cycle.
- That strategy preserves the ecosystem and leaves AI partnerships to external firms like Google or Anthropic.
Air Model Could Lift iPhone Growth
- Wedbush expects modest iPhone unit growth but sees upside from the new Air model boosting ASPs.
- Sentiment is negative, so revisions higher could catalyze the stock toward Dan Ives' $270 target.