CNBC's "Fast Money" Another Day In The Green For Apple… And The Next Move For The Energy Sector
Dec 2, 2025
Apple hits a record high, sparking debate about its late entry into the AI race and if that could be a hidden advantage. The panel discusses the company's strong device distribution against its R&D challenges, while contrasting Google's faster AI advancements. Insights on energy sectors reveal bullish trends ahead. CrowdStrike reports impressive earnings, signaling strong demand for AI security. Plus, a look at Boeing's market bounce and retail strength ahead of key earnings paints a vibrant picture of industry dynamics.
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Apple’s Quiet Catch-Up Rally
- Apple has been a stealth rally and is outperforming the broader market over one, three and six months.
- Its large installed base and ETF ownership make it a flight-to-safety despite AI spend questions.
Late To AI Can Be An Advantage
- Guy Adami argues Apple's late AI push may be an advantage versus early big spenders.
- Passive ownership and broad ETF inclusion support its upside on market dips.
Technical Catch-Up, Not New Fundamentals
- Carter Worth frames Apple's move as technical catch-up after multi-year underperformance.
- The recent price action reflects money rotating into a previously lagging mega-cap.