Closing Bell Closing Bell: 11/14/25
Nov 14, 2025
Deirdre Bosa, a savvy CNBC tech reporter, joins Eric Woodring, an equity analyst at Morgan Stanley with a focus on Apple. They discuss the wave of AI anxiety affecting market sentiment, urging a reevaluation of spending and valuations. Eric dives into Apple's significant exposure in China and recent iPhone sales trends, weighing the potential impacts of U.S.-China relations. Additionally, they explore Apple's strategic move into AI and robotics, hinting at a vision for the future as they respond to growing technological demands.
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Long Yields Muddy Fed's Cutting Calculus
- A rising long end of the curve after cuts risks stoking inflation, complicating Fed decisions.
- The Fed fears that preemptive cuts could overstimulate growth and lift long-term yields further.
Alibaba Report Raises National Security Flags
- FT reported Alibaba may share data and exploits with the Chinese military, citing a leaked national security memo.
- Chinese law requiring cooperation with authorities heightens persistent US scrutiny of cloud providers.
US Could Limit Chinese Cloud Access
- Experts expect strong legal and intelligence foundations for any US action versus Chinese tech firms.
- Executive or legislative measures against Alibaba-like risks are plausible, especially for government contractor access.