CNBC Television
Cramer's Stop Trading: Apple
11/6/2025, 3:20:53 PM
Economic Summary
- A reported Apple‑Google AI deal (AAPL, GOOGL) is expected to integrate Google's Gemini into Apple's ecosystem, substantially improving Siri's capabilities and user experience; the news briefly sent Apple's stock lower despite the strategic upside.
- Skyworks Solutions (SWKS) completed a deal with Corvo that the speaker praises as constructive, but there are lingering concerns about reduced demand from Skyworks' largest customer which could weigh on near‑term revenue.
Bullish
- Apple-Google AI deal will materially improve Siri via Gemini integration.
- Skyworks' deal with Corvo is viewed positively and supports business resilience.
Bearish
- Apple's stock dropped on the deal news, indicating investor uncertainty.
- Skyworks may face headwinds from a slowdown at its largest customer.
Bullish tickers
AAPLGOOGLSWKS
Bearish tickers
AAPLSWKS
AAPL
Bullish
Integration of Google's Gemini into Apple devices should modernize Siri and strengthen Apple's ecosystem and competitive position.
Bearish
Some investors sold after the deal announcement; debate over whether Google should be paying Apple contributed to uncertainty.
GOOGL
Bullish
Embedding Gemini natively on Apple devices expands reach and cements Google's AI footprint across a large user base.
Bearish
Perception that Google might owe Apple or that terms could be costly, creating some investor hesitancy.
SWKS
Bullish
The Skyworks–Corvo deal is viewed positively and may help offset some customer concentration risks.
Bearish
Concerns about a slowdown at Skyworks' largest customer could pressure revenue and growth.
People mentioned
Jim