AAPLBULLISHFLIPPEDCNBC FAST MONEY · BEARISH IN SEPTEMBER → BULLISH IN SEPTEMBER

Apple's foldable iPhone as a defensive inflection

The bull case for Apple framed the new foldable iPhone as a positive inflection point for the stock, similar to the Apple Intelligence launch, that could drive near-term outperformance.

CNBC Fast Money

CNBC FAST MONEY CHANGED ITS VIEW

BEARISH FOR 1 DAY, THEN THE TURN

THEN9 SEP · BEARISHA host noted that Apple's stock has been a relative performance laggard for four years, with nothing on the immediate horizon likely to change that trend.NOW10 SEP · BULLISHThe bull case for Apple framed the new foldable iPhone as a positive inflection point for the stock, similar to the Apple Intelligence launch, that could drive near-term outperformance.

Keep reading this one

You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.

Create a free account Back to Today

Something wrong with this record?