CNBC's "Fast Money" Fast Money 9/19/25
Sep 19, 2025
DeWardrick McNeil, a former Obama administration official and senior policy analyst at Longview Global, shares insights on U.S.-China relations. He discusses the complexities of TikTok's regulatory landscape and the implications for trade. The conversation also highlights the impact of recent equity highs and rising yields on markets. Don't miss the detailed analysis on how geopolitical factors influence investment strategies, alongside the latest trends in Apple launches and the EV sector.
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On-the-Ground iPhone Launch Observations
- Mike Coe spent 12 hours at the Apple store observing long lines and strong demand for the iPhone Pro.
- He found shoppers willing to pay more for new designs despite price increases.
TikTok Talks Are Leverage-Driven
- TikTok talks between the U.S. and China are politically sensitive and face conflicting legal demands on algorithm control.
- A deal may be driven more by optics and leverage than by resolving core legal or security issues.
China Limits Chip Purchases
- China is restricting purchases of certain U.S. AI-capable chips as part of a broader tech security stance.
- This could accelerate China's search for alternatives but doesn't erase growth prospects for U.S. chip leaders like NVIDIA and Broadcom.