Jim Cramer on Apple: High rating and tariffs

Apple $AAPL (-0,82%) is currently the center of attention for CNBC host Jim Cramer, who takes a critical look at the stock's worrisome performance. This year, the popular tech stock has already lost 12.4% in value, partly due to the negative impact of President Trump's tariff announcements. The latest measures and manufacturing challenges in China raise serious questions about how these tariffs could impact Apple's financial health. Cramer has questioned the stock's high price-to-earnings ratios in recent weeks and believes the current valuation may be stretched. He urges investors to keep a close eye on Apple's performance and provocatively asks the question: "What are we really paying for Apple?" Cramer is also optimistic about investment opportunities in the field of artificial intelligence, which he believes could offer better growth potential.

Bessent warns of the return of tariffs

In the US, Treasury Secretary Scott Bessent recently announced that tariff letters will be sent to around 100 countries in the coming days. This measure follows the end of the Trump administration's 90-day tariff lockdowns. Bessent issued a stark warning that the original tariffs, which were set on April 2, could return if negotiations do not make progress. The letters could include tariffs ranging from 10% to a staggering 70%, with Bessent clarifying that the highest rates will not apply to major trading partners. This move could have a significant impact on global trade, particularly in the context of existing tensions between the US and China. Bessent sees himself in a strong negotiating position and calls on trading partners to act quickly to avoid higher tariffs and stabilize trade relations.

Sources:

https://finance.yahoo.com/news/apple-inc-aapl-pay-apple-191213724.html

https://finance.yahoo.com/news/bessent-says-tariffs-boomerang-liberation-162740244.html

$AAPL (-0,82%) I have to pay for my iPhone somehow 😆

Just read at TR 💁🏻‍♂️

$AAPL (-0,82%) is considering using artificial intelligence technology from Anthropic, or OpenAI, to power a new version of Siri instead of its in-house models, Bloomberg News reported Monday, citing people familiar with the talks.

Of course $TSLA (-4,54%) massively overvalued! Does that make it a clear short position? Absolutely not! $TSLA (-4,54%) is not a normal commercial enterprise. $TSLA (-4,54%) is a religion, just like $AAPL (-0,82%) .

Every piece of bad news is bought, every hot air statement by the CEO, no matter how unrealistic, is bought. $TSLA (-4,54%) is for me one of the easiest stocks to manipulate with such a market volume.

No matter what is said, the disciples buy, buy and buy. So no, $TSLA (-4,54%) is like $PLTR (+4,83%) a stock that is extremely risky to trade against.

Let's take robotaxis as an example. The share price jumps because, after many promises, 10 cars have been put on the road as assisted driving with a passenger and an accompanying vehicle. But only in good weather and in bright light.

The profits to be generated from this are extrapolated as if there were no competition and it will be rolled out across the board from 2027. Just for comparison, it took Waymo 7 years to get permission to drive the vehicles without an attendant. Even if there is a very risk-averse government in the USA right now, but I believe that this will still be decided by the states and not by decree. That's why it started in Texas. It will take at least 10 years to roll it out across the whole of the USA. In Europe, I don't think it will be before 2050.

There is plenty of competition, just like with humanoid robots. The cars will only be bought by the religious community.

I think it will stay that way.

And even though I'm assuming a highly exaggerated valuation, I'm not going to bet against this religion.

I think the fair value is between 100-150 rather than 400-500, but I don't believe it will get that far.

I think so and am increasingly betting on some of them in my long-term portfolio. But not the classics gold and silver. But rather rare earths etc. These are needed in industry for everything that is high-tech, cars etc. and they are only available to any significant extent in China, approx. 75% -80% of the global market, in Russia 10-15% and in Europe in Ukraine, where they are not developed. This is the main reason for DT's negotiations with Ukraine and China. Without them, he can shut down his high-tech industry. On the other hand, this is also the reason why many companies like $AAPL (-0,82%) cannot relocate their production to the USA because they can get the raw materials they need much more easily in China. The same applies to $TSLA (-4,54%) and many other companies. The USA is dependent on China and the Chinese have the upper hand. The future of the high-tech world depends on raw materials and this is not OPEC oil like it used to be.

So here is another interesting report on the current situation.

https://www.n-tv.de/wirtschaft/Exporte-seltener-Erden-fallen-auf-null-article25859016.html

Hi folks,

My basic savings plan investment is the $VWCE (-0,01%) And I'm asking myself whether I should also continue to save the $AAPL (-0,82%) shares (at a very moderate €20 per month). My position isn't particularly high yet and despite the high percentage loss, it's not that much money that I could recoup via the saver's allowance (losses are taken into account).

What do you think? Should I continue to save slightly and hope for a turnaround or sell?

Best regards

Hello everyone,

I've been thinking about how to invest my first €10,000. I would like to pursue the core satellite strategy.

What do you think of the following allocation?

• $VWRL (+0,5%) (approx. 20%)
• $TDIV (-0,02%) (approx. 15%)
• $BTC (-0,54%) (I already have a part, the rest I will buy -- 10%)
• Cash (5%)

The other 50% will go into the first 10 shares.

• $PLTR (+4,83%) (4x)
• $CAT (-1,77%) (2x)
• $HOOD (+0,56%) (7x)
• $MCD (+0,55%) (2x)
• $AMZN (+1,27%) (2x)
• $NOVO B (-1,38%) (6x)
• $KO (-0,41%) (7x)
• $STR (+3,63%) (is my employer, have been invested for approx. 5 years -- 6x)
• $AAPL (-0,82%) (3x)
• $SHOP (+0,72%) (5x)

I would like to end up with a total of about 15 shares.

In the next three places would be the following shares:

• $NU (-0,35%)
• 
  $HIMS (+1,68%)
• 
  $SOFI (+4,65%)

I look forward to hearing your opinions and wish everyone a successful week.

Best regards

Sherlock✌🏻

$AAPL (-0,82%)

Apple's major developer conference in June 2024 was a big bang for the buck when it came to artificial intelligence. Thanks to Apple Intelligence, the bundle of AI functions that the company is integrating into its operating system, the iPhone should be able to do everything in the future. The voice assistant Siri, which now looks rather pale in comparison to ChatGPT, was also due for an upgrade. Investors rewarded this, and Apple was once again the most valuable company in the world for some time.

Apple's big developer conference in June 2025 was much more modest. Instead of talking about AI, the company preferred to talk about the visual refresh of its software. Little remains of the grandiose announcements of the previous year. Functions such as AI-generated summaries of news stories were met with derision online.

The new Siri has been postponed indefinitely, the quality wasn't good enough - and Apple's software boss, who usually only talks in superlatives about the next "best iPhone ever", suddenly has to publicly ponder the reasons for the difficulties.

Investors punish Apple as a result. The tech company's shares, which have been so successful for years, have fallen by more than 27 percent since the beginning of the year. And the pressure is growing from all sides. The AI top dog Open AI is working on its own hardware products. Competition authorities in Washington and Brussels are making business more difficult. The proceedings against Google could also reduce Apple's sales if the search engine company is soon no longer allowed to pay billions to be the standard on the iPhone. The days when everything the developers in Cupertino touched turned to gold are over for the time being. The prospects for Apple shares are correspondingly bleak.

https://www.faz.net/aktuell/wirtschaft/apple-verliert-den-anschluss-110533900.html