Squawk on the Street Cramer’s Morning Take: Apple 1/30/26
Jan 30, 2026
Discussion of a major tech company's blowout quarter, revenue growth and iPhone momentum in China. Analysis of why the stock dipped despite strong fundamentals. Talk about supply pressures, memory costs and negotiation leverage with suppliers. Suggestions on when to consider buying after post-earnings pullbacks.
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Apple's Quarter Shows Control And Momentum
- Apple delivered a blowout quarter with strong iPhone and China sales that beat expectations.
- Jim Cramer argues Apple controls its fate and deserves more credit despite supply-cost concerns.
Buy On A Meaningful Pullback
- Don't rush to buy Apple at every uptick; wait for a clearer pullback near the lows.
- If it drops three to five dollars, Jim Cramer recommends buying into that weakness.
Supplier Power Mitigates Cost Risks
- Rising memory prices are a near-term concern but Apple factored them into guidance.
- Cramer highlights Apple's bargaining power with suppliers, which mitigates supplier-driven risks.