The tech rally isn’t just about the mega caps and AI, and why Chinese stocks could rise even higher 7/31/23

Elon Musk’s Pay Package… And A Media Meltdown 6/13/24: Tesla shareholders voting on CEO Elon Musk’s pay package. The billions that could come his way, and if the EV maker’s incorporation will stay in Delaware or head to the lone star state. Plus Media stocks in the red as the future of television and streaming continue to evolve. What the stock moves could be telling us about the media landscape. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Two Big Tech Moves That Caught Our Eye This Week, and Gilead Gets on the GLP-1 Train 6/14/24: Apple and Netflix both having strong weeks as the stocks trade near record highs. What’s next for the names and what could their rise mean for the rest of the markets? Plus long-struggling Gilead getting a boost today on early results of its experimental obesity pill. Can it effectively compete with the likes of Eli Lilly and Novo Nordisk? Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

The Fed Leaves Rates Unchanged… And Impact On The Bank Trade 6/12/24: Another pause out of Powell, as the Federal Reserve leaves rates unchanged, noting some progress on inflation. What the central bank is forecasting for rate cuts this year. Plus The rate decision’s impact on financial stocks. Why one top bank analyst says it could be a boost for the group. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Apple’s Record High… And Structure Therapeutics’ CEO On Weight Loss Drugs 6/11/24: Shares of Apple jumping to record highs just a day after falling flat on its new AI announcements. The turnaround for the tech titan, and what it means for the market. Plus The weight loss wars rage on… and we’re honing in on oral version of GLP-1’s. How one pharma stock is faring in the space, and how their results stack up against the competition. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Apple’s AI Intelligence, And European Elections’ Impact On Markets 6/10/24: Apple upping the AI wars with their latest announcement: Apple Intelligence. How the new tech titan’s new push into AI will stack up, and how they’re incorporating ChatGPT. Plus European elections skewing to the right, all while investors here at home await a key Fed decision. How it all will impact markets. Fast Money Disclaimer by CNBC's "Fast Money"

43 min listen

Yields Surge After Hot Jobs Report… And Gamestop Sinks As Roaring Kitty Livestreams 6/7/24: Rates surging after this morning’s stronger-than-expected jobs report. How the hot data is impacting the likelihood of a Fed rate cut. Plus Gamestop taking a big leg lower, as the company plans a big stock sale. What they could do with the money, and how Roaring Kitt’s livestream didn’t seem to help shares. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

CNBC Pro Talks: Jim Lebenthal on why going back to the fundamentals will make you a better investor 6/7/24: Veteran "Halftime" guest and investor Jim Lebenthal sat down with CNBC's Dominic Chu to discuss how the former nuclear engineer and U.S. Navy officer created a science-minded approach to fundamental analysis and value investing that has led to a decades-long career on Wall Street. Lebenthal goes into detail on how he uses different fundamental analytical tools, walking Pro subscribers through how he finds price-to-earnings growth ratios of stocks like Amazon and Nvidia. He also gives examples of how to incorporate tools from technical analysis to help augment his decision-making process, and fields stock-specific questions from Pro subscribers. CNBC Pro Talks features one-on-one interviews with Wall Street’s top investors, smartest traders and rising stars. CNBC’s Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC P by CNBC's "Fast Money"

29 min listen

Rates And Commodities Diverge… Plus Lilly’s Latest Drug Concerns 6/6/24: Commodities rising across the board, as oil, metals, and agricultural prices all climb. But as those all head higher, rates continue to fall. What the moves could be saying about the market. Plus Eli Lilly’s Alzheimer’s treatment raising some eyebrows at the FDA. What regulators are flagging, and how it could impact the future of the drug. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Fast Money 6/5/24: Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

The Most Important Charts In The Market… Plus Tracking Weight Loss Drug Supply 6/4/24: The traders lay out the one chart telling the real market story. How the levels and price action in these areas could detail where stocks head next. Plus One telehealth company launching a weight loss drug tracker, as the surge in popularity causes shortages. How they’re tipping the scales in the obesity drug wars. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Three Key Trades… And Election Impact On International Markets 6/3/24: Barrels, builders, and the big semi trade. Three areas of the market with major moves today. How you should play oil, homebuilders, and the chip stocks. Plus India and Mexico markets heading in very different directions as election results impact stocks. What the divergence means for your money. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Markets Look Towards June Trading… And Oil’s Worst Month Of The Year 5/31/24: May trading in the books, and after a tame inflation read this morning, investors are honing in on June trading. How to position, and where your money can get the best bang for its buck. Plus A crude reality for oil, as the commodity notches its worst month of the year. And with the latest OPEC meeting kicking off Sunday, will energy be able to turn things around? Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

The Next Key Piece Of Inflation Data… And Foot Locker Lacing Up 5/30/24: Stocks tumbling as investors eye tomorrow’s key inflation read. But will the PCE data show the Fed’s finally getting on top of inflation. Plus… Foot Locker kicking higher after earnings. How the sneaker company is implementing their turnaround plan… and if this name can keep running. Fast Money Disclaimer by CNBC's "Fast Money"

61 min listen

Rate Rise Impact On Markets… And The Retail Resurgence 5/29/24: Rates continue their climb higher, and besides a powerhouse move in Nvidia, stocks have been feeling the pain. Will the rising rate environment continue to be a headwind for companies? Plus… Retailers rising after results. Dicks Sporting Goods, Chewy, and Abercrombie & Fitch all soaring after reporting. But will those same rising rates put pressure on the consumer? Why a former retail exec says the shopper can handle it. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

The Next Shoe To Drop In Office Space… And Insmed Surges On Drug Results 5/28/24: Is there more trouble brewing in the office real estate space? The shocking stat that could mean big problems for lenders, and why the government may need to get involved. Plus Insmed’s incredible day. The pharma stock surging as new drug trial results blow past expectations. What it could mean for the future of the company. Fast Money Disclaimer by CNBC's "Fast Money"

43 min listen

Trading the Stocks at All-Time Highs, and What’s in Store for the Restaurant Industry? 5/24/24: The Nasdaq closed at a record, as did a slew of stocks across sectors. But should you buy into these names now? Plus, Burger King following McDonald’s lead in offering a $5 menu, but will it be enough to draw in customers and drive up sales? Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Nvidia Still A Buy?... And Boeing’s Latest Black Eye 5/23/24: Shares of Nvidia surging after earnings and its 10-for-1 stock split announcement, but after another big jump, is the stock still a buy? If the chip giant’s rally can keep running. Plus More headwinds for Boeing. The company announcing it expects to burn cash this year, and that deliveries won’t be getting any better. The latest Boeing bruise, and if this stock can turn things around. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Nvidia Beats Big and Surprises with a Stock Split and Dividend 5/22/24: Shares of the semi giant jumping after it reported a big beat on earnings and revenue and announced a 10-for-1 stock split. It also raised its dividend by 150% percent. So did the company just give the green light for the AI trade? Plus two very different reads from retail stocks and where Ether is going from here. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

America’s Housing Affordability Crisis… Plus Lululemon Downward Dog 5/21/24: Potential homebuyers are feeling the pain as housing affordability hits a staggering new milestone. The data keeping Americans out of the real estate market. Plus Could Lululemon’s business be getting strained? The stock’s biggest bear lays out why he sees this company going downward dog next year. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

JPMorgan’s Sharp Reversal… And The Latest Entry To The Weight Loss Drug Battle 5/20/24: Shares of JPMorgan losing steam in the session after CEO Jamie Dimon’s comments on owning the bank, and his own succession plans. Where the financial heavyweight is heading next. Plus Telehealth provider Hims & Hers surging after announcing it will offer GLP-1 injections. How they’re hoping to tip the scales in the obesity drug wars. Fast Money Disclaimer by CNBC's "Fast Money"

43 min listen

Two Big Tech Events On Deck… And China’s Property Rescue 5/17/24: Tech in focus as Microsoft and Nvidia both gear up for big events next week. How Microsoft’s AI ambitions are being received, and if Nvidia can beat expectations when results cross the wires. Plus China’s central bank to the rescue. How regulators are hoping to get consumers spending again. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Dow Hits 40,000… Plus The Luxury Real Estate Boom 5/16/24: The Dow Jones Industrial Average hitting 40,000 for the first time ever as the surge in Walmart boosts the group. But could the retailer’s strength be short-lived? Plus A housing market divided. Commercial and residential real estate showing signs of stress, but there’s one area of housing seeing a boom. How luxury real estate is building a strong foundation. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Stocks Hit Records As CPI Comes In Light… Plus Banks Break Out 5/15/24: The S&P, Dow, and Nasdaq all hitting fresh record highs after this morning’s lighter-than-expected CPI data. How the new inflation data could impact the Fed’s rate cut timeline. Plus Banks breaking out. The KBW index hitting a 52-week high, and Chris Verrone is hitting the charts to find out where the group could be heading next. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

The Market Calm Before The Storm?... And Lionsgate’s Nasdaq Debut 5/14/24: Volatilty at multi-month lows as investors brace for tomorrow’s big CPI data. Are investors just holding their breath before the key inflation report? Plus Lionsgate out with a roar. The studio debuting on the nasdaq today, as one of the largest pure play content companies in the world. So how will the studio stand out from competition? Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

China Stocks Rally Ahead Of Tariffs… And Gamestop Surges On Roaring Kitty Comeback 5/13/24: Chinese stocks staging a stealth rally as EV tariffs loom. How U.S - China relations will impact the space, and the names that could get hit the hardest. Plus The Kitty Comeback. Shares of Gamestop soaring as the trader behind 2021’s meme-stock mania makes his online return. What it could mean for Gamestop and the other stocks rallying on the hype. Fast Money Disclaimer by CNBC's "Fast Money"

43 min listen

The Latest Sign Of Consumer Struggles… Plus China Stocks Rebound 5/10/24: McDonald’s rolling out a new low-priced meal as cash-strapped customers tighten their purse strings. The latest signs of the consumer crunch, and the sentiment at its lowest level of the year. Plus China stocks rebound. Mainland momentum picking up, as China’s FXI outperform the S&P 500 this year. How the overseas opportunities could help boost your portfolio. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

High Conviction Trades.. And The Media Shift Into Streaming 5/9/24: Stocks jumping as investors await another big round of economic data, so where are traders waiting things out? Their highest conviction trades, and if the names are right for your portfolio. Plus Media companies looking to make the shift into streaming. But they better get a move on…as Netflix’s recent comeback proves why it’s currently the king of streaming. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Cracks In The Consumer… And The State Of The Semi Trade 5/8/24: Earnings keep rolling in, and different stories are being told about the consumer. The areas seeing strength, and the groups raising the red flag. Plus… A check on chips. From a U.S-China license revoking… to the names that could keep surging. Where one semi analyst sees this trade heading next. Fast Money Disclaimer by CNBC's "Fast Money"

38 min listen

Magic Lost At Disney? And Has AI Come Too Far, Too Fast? 5/7/24: Shares of Disney tumble as the media giant looks to make its streaming business profitable. The hurdles they face, and how a consumer under pressure will impact the company. Plus relying on Nvidia. Can the AI trade continue its run? Or does a pullback in the name spell trouble for the broader market? Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Digesting the Drop in Rates, and the Latest Headache for Starbucks 5/6/24: 10-year yields are down about 25 basis points from their recent highs, but are they falling for the right reasons? And what does the move mean for the markets? Plus, former Starbucks CEO Howard Schultz weighing in on the company’s latest earnings report and the leadership of the man he chose to replace him. How will his comments impact the company now? Fast Money Disclaimer by CNBC's "Fast Money"

41 min listen

Discover this podcast and so much more

The tech rally isn’t just about the mega caps and AI, and why Chinese stocks could rise even higher 7/31/23

The tech rally isn’t just about the mega caps and AI, and why Chinese stocks could rise even higher 7/31/23

Description

Titles in the series (100)

More Episodes from CNBC's "Fast Money"

Related podcast episodes