The Great Rotation Takes the Wind Out of Big Tech’s Sails, Plus Digging in on This Year’s Hot Options Trades 12/11/23

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

Apple's Buyback Distraction? And Starbucks' Really Rough Week 5/3/24: Shares of Apple surging after the company announced the biggest share buyback in history, but was the news just a bit of financial engineering to distract investors from slowing sales? Plus Starbucks continued to drop after its disappointing earnings report. Is this stock actually so bad it's good? Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

CNBC Pro Talks: How to profit from Warren Buffett's methods in investing and life 5/3/24: How can investors use the timeless investing strategies and sage teachings of the iconic Warren Buffett to make their own investing decisions? What does the portfolio of Berkshire-owned companies and stocks say about your own portfolio? CNBC Pro goes on a deep dive of all things Buffett with a longtime Berkshire shareholder and follower. CNBC’s Dominic Chu interviews Berkshire investor Bill Stone, the CIO at Glenview Trust Company, in this special CNBC Pro Talk ahead of the 2024 Berkshire annual shareholders meeting. CNBC Pro’s Yun Li also joins to preview Berkshire’s annual meeting and what investors can expect from the Oracle of Omaha. 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 Pro Talks is a monthly int by CNBC's "Fast Money"

21 min listen

Apple Reports Results… And Novo Nordisk’s Obesity Drug Price Cut 5/2/24: Apple on the move after its results. We’re diving into the numbers and the call from the iPhone maker. Plus shedding the pounds and the prices. Novo Nordisk lowering prices for its blockbuster weight loss drugs. How an increase in competition is tipping the scales in the space. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

The Latest Fed Decision… And Starbucks Gets Roasted 5/1/24: Stocks losing steam late in the day after the central bank leaves rates unchanged. What Jerome Powell is saying about the Fed’s next rate move. Plus Grinding into Starbucks. The coffee store chain sinking after reporting, as the company slashes its forecast. What the CEO had to say about the results, and if analysts are still sipping on the stock. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Amazon Reports Earnings.. And The Fed Decision On Deck 4/30/24: Amazon jumping after posting better-than-expected results. How the e-commerce giant’s report stacks up against its big tech peers. Plus All eyes on the Fed as the central bank gears up to make their next interest rate decision. And our next guest says two cuts may not be enough. How tomorrow’s decision could determine the market moves in May. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

The Revenge Of Apple… And Tesla Clears A Key Hurdle In China 4/29/24: Apple bucking the mega cap trend lately, rising today after an analyst upgrade. But with just 3 trading days left before the tech titan reports, will the stock follow its peers with an earnings report drop? Plus Tesla all charged up. Shares of the EV maker electrified in today’s session, as the company clears a major hurdle for its Full Self-Driving software. Why CEO Elon Musk made a surprise visit to the country, and what the deal means for the future of Tesla. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Markets Picking AI over the Fed?... Plus A Semi Slide For Intel 4/26/24: Despite a slew of negative economic data, markets notched a positive week ahead of a key Fed decision. So do the AI-fueled gains in big tech mean more to the market than the central bank? Plus Intel’s post-earnings slide. The chipmaker’s results disappointing investors as forecast falls short. But there’s still some bulls on Wall Street betting on a comeback. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Alphabet soars after earnings, plus results from Microsoft, Snap and Intel 4/25/24: Earnings season rolls on, and all eyes are on big tech. How Alphabet, Microsoft, IBM, and Snap did in their latest quarters. Will it be enough to reverse the market’s losses from today and get the rally back on track. Plus two gold miner stocks soar and a look at this morning’s earnings movers. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Meta’s Big Earnings Report… Plus Tesla Charges Higher After Results 4/24/24: Meta dropping after-hours as guidance disappoints. So has the social stock’s recent climb come to an end? Plus Investors plug into Tesla post-earnings, as CEO Elon Musk gives updates on the EV maker’s new models and robotaxi plans. What he’s saying about the timeline and if these promises can deliver. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Tesla’s Big Earnings Report… And Goldman Sachs’ Record Close 4/23/24: Tesla on the move after reporting a miss on the top and bottom line. What it means for the EV maker, and if these results could hit the brakes on its recent downhill slide. Plus Goldman Sachs’ record close. The bank continuing its run since earnings last week, but will the goldman glow keep shining? Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Stocks Snap Losing Streak… And Tesla Earnings On Deck 4/22/24: Stocks getting a reprieve after last week’s tech-led selloff as investors gear up for Big Tech earnings. So will those results keep markets afloat? Plus Where gold could be heading next. And All eyes on Tesla. The EV maker gearing up to report after a brutal start to the year. So can this stock pull a U-turn, or will investors continue to unplug? Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Semi Selloff… And Tech Giants Caught In The Middle Of U.S./China Tensions 4/19/24: Chip stocks leading today’s tech sell off. The group down 15% from its record last month. Will the semi slip continue? Or can earnings next week help fuel a rebound? Plus Tech between a rock and a hard place. Apple and Meta under pressure as U.S./China tensions heat up. So is the latest move a TikTok retaliation? Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Netflix’s Earnings Report… And TikTok’s Time Crunch 4/18/24: Netflix on the move after delivering quarterly earnings. What it means for the stock, and where the streaming wars go from here as password sharing takes center stage. Plus TikTok nearing midnight. Lawmakers fast tracking a ‘divest or ban’ bill that could force the hand of Chinese owner Bytedance. What it means for the app, and if this bill will pass. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Higher Rates Helping The Economy?... And More Bruises For Boeing 4/17/24: Could higher interest rates be boosting the economy, instead of hurting it? The contrarian view of how elevated rate levels are helping fill the consumers pocket, rather than leaving them squeezed. Plus More tailwinds for Boeing. A company whistleblower sounding off on safety concerns on Capitol Hill. But there could be another storm cloud heading for the planemaker. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

What The Big Banks Are Telling Us… And The Yen At A Key Level 4/16/24: Bank earnings are sending mixed signals, as the money centers and investment banks painting different pictures for the financial space. How results are impacting markets, and what it could mean for the rest of earnings season. Plus A pivotal moment for Japan, as the Yen hits fresh 34-year lows. So will regulators step in? And what it means for investing overseas. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Stock Rebound Falls Short… And Tesla’s Major Job Cuts 4/15/24: The market starting the day with gains, but losing steam fast as geopolitical tensions escalate. Rates also making a big move today, with the 10-year yield hitting its highest level since November. Will the overseas conflict continue to weigh on stocks? Plus Tesla cutting jobs. The EV maker slashing 10% of its global workforce, as shares continue to slide this year. What CEO Elon Musk told employees, and what the layoffs could mean for the company’s future. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Can Earnings Save Stocks?.... And Gold Glistens To New Highs 4/12/24: April has gotten off to a rough start, as stocks drop and rates rise. But can earnings season help boost markets, or will results be the nail in the coffin? Plus Yellow Metal Musings. Gold rallying to another all-time high. What’s driving the surge? And what other commodities could come along for the ride? Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Morgan Stanley in a legal mess, and just how high could rates go 4/11/24: Shares of Morgan Stanley fell as much as 7.2% after a report that multiple federal agencies are looking into how its wealth management unit vets clients for money laundering risks. What it means for the company as we get ready for bank earnings season. Plus 10-year yields hit a high of 4.6% today, and one top analyst says it could be testing record highs soon. We lay out the case. by CNBC's "Fast Money"

46 min listen

A Potential Rate Cut-less Year?... And Rising Rates Tank Real Estate 4/10/24: Stocks selling off after this morning’s hot CPI print. Could the inflation gauge push The Fed to delay rates into 2025? Plus A Real Estate rough spot. That CPI data sending all things real estate into the red. How commercial property, housing stocks, and the homebuying proxies are all being impacted. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Alphabet’s New AI Chip… And Rising Power Bills No Matter What Happens With Inflation 4/9/24: Alphabet surging to an all-time high as the tech titan unveils a new AI chip. What it means for the Cloud space, and how it stands up to the competition. Plus… why your power bill doesn’t care about the Fed’s inflation fight. The rise in energy costs and how consumers are paying up no matter which way rates go. by CNBC's "Fast Money"

44 min listen

Alphabet Ascends… And Getting Technical On Some Big Names 4/8/24: Alphabet rises, while Nvidia stalls out. Is the tide turning in the AI trade? And how should you position yourself in the space. Plus Digging in on the technicals. How Nvidia, Apple, and a payment player is shaping up Fast Money Disclaimer by CNBC's "Fast Money"

43 min listen

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The Great Rotation Takes the Wind Out of Big Tech’s Sails, Plus Digging in on This Year’s Hot Options Trades 12/11/23

The Great Rotation Takes the Wind Out of Big Tech’s Sails, Plus Digging in on This Year’s Hot Options Trades 12/11/23

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