In his latest appearance on CNBC's Squawk on the streetJim Cramer responded to the partial tariff exemptions issued by the White House, interpreting them not as a full retreat, but as a strategic pause designed to avoid punishing American companies. He suggested that the administration was careful not to pass competitive benefits to south -east Asia competitors, especially Samsung:
“So what I saw today, and not being faced, but what I see people say, you know what, we've seen the disadvantage. Maybe we can test it again. They didn't want to give Samsung the ball.
Turning to currency dynamics, Cramer pushed back on what he considers a panic that is missing over a US dollar. Instead, he argued that a softer dollar benefits American multinationals and gives much needed relief to a CFOs that have spent years blaming the strength of currency for lost market share:
“Well, look, I'm not so sure I'm going to make a little bit opposed to this dollar. When we listen to conference calls, for the past four years, all we hear about is that it would have been so much better if the dollar were not so strong. We still lose a portion, the dollar is too strong. Suddenly suddenly thinking weaker, and now we mean that these bonds that?
Cramer also gave his views on the rhetoric coming from Beijing, similar to Paranoia of the Cold War in the 1960s and '70s. He questioned whether the innovative development of diplomatic similar to Nixon's historic visit to China is even possible under the current tone of US-China links:
“But when I listen to the rhetoric of China, this is the rhetoric of 1968-72. This is the kind of rhetoric that just says that it will never go for a meeting. Is there a way to get Nixon to China's moment? Because as far as I know, this is exactly at the moment you are about to think, when I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I thought, I think, I thought, I thought, I thought, I thought, I think That's why we used to live in fear.
To make our list of the stocks that Jim Cramer mentioned, we listed the stocks he mentioned during Squawk CNBC on the street broadcast on April 14th.
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Jim Cramer: Apple Inc. (AAPL) is at risk of “existential” China and is “Loser to Samsung”
A wide view of Apple's store, showing the range of products the company offers.
Number of Hedgerow Fund Holders: 166
Jim Cramer spoke extensively about Apple Inc. (NASDAQ: AAPL) In the context of the growing tensions of the US-China-China and the existential threatening tariffs causing the company's supply chain and edge structure. He emphasized how fragile Apple is compared to competitors like Samsung, especially when government policies appear to be more conducive to foreign players. Here's what he had to say:
“Look, I can't say what really happened with Apple, except the fact that if you wanted to pull Apple down, you would continue to do what they were doing. And the reason I say, very specific is because Apple is a samsung loser. (…)
A day earlier, Jim Cramer analyzed some of the risks that Apple Inc. (NASDAQ: AAPL) faces them with the current order. Here's what last time said:
“And I think one of the things that happens is that people say, look, it's too crazy. That is, Apple was up. Now, we can argue that Apple should never have been up, but Apple has come down.
For the most part, AAPL is a 10th site On our list of key stocks that Jim Cramer analyzes. While we recognize the potential of AAPL as an investment, our conviction lies in the belief that some AI stocks are more promised for achieving higher returns and doing so within a shorter timetable. There has been AI stock that has risen since the beginning of 2025, while popular AI stocks lose about 25%. If you are looking for AI stock more promising than AAPL but trading at less than 5 times its earnings, check out our report for this Cheapest AI Stock.
