The Rising Tech Tide, Isn’t Lifting All Boats, and the Two Sides of the U.S./China Decoupling 5/30/23

Big Tech’s Big Day… And Second Half Energy Playbook 7/5/24: Tech stocks rallying as Meta, Alphabet, Apple, Microsoft, and Amazon all closing at all-time highs. How today’s jobs report could impact tech’s tear, and the Fed’s next move. Plus Energy in the second half. How oil and energy stocks will play out for the rest of the year. And why price action may be lumpy as the summer wears on. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Pharma Stocks Get Hit As Biden Weighs In… Plus Tesla’s Delivery Beat 7/2/24: Eli Lilly and Novo Nordisk getting hit as President Biden says they’re “ripping off Americans”. The rising costs of weight loss drugs, and the political impact on the pharma space. Plus Tesla charges higher. The EV maker reporting strong delivery numbers, extending the stock’s recent win streak. But could shares be nearing a key resistance level? How the technicals are looking in this name. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Apple Nears New Highs… And The Second Half Playbook 7/1/24: Shares of Apple nearing record highs as reports of a China iPhone rebound helps fuel investor optimism. But not everyone’s believing the reversal. What analysts are saying about the recovery in the mainland. Plus Hedging into the second half. After a strong first half, here’s how you should position for the rest of the year. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Nike’s Historic Drop… And Payment Stocks Getting Burned 6/28/24: Shares of Nike plummeting after reporting results, as the sneaker giant warns of a major sales slowdown. But one of our traders is using the plunge as an opportunity. Plus the fast food price wars are heating up, but could the payment stocks be getting burned in the process. How that space is being impacted. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Nike Reports Results… And Economic Track Records Ahead Of Presidential Debate 6/27/24: Nike swooshing lower after reporting a revenues miss. The details out of the company’s conference call, and how you should play the retailer. Plus Presidential impact. A look at the economic records under President Biden and Former Presiden Trump, as the two go head-to-head in tonight’s presidential debate. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Nvidia’s Shareholder Meeting…. And Bank Stress Test Results 6/26/24: Nvidia leading a semi selloff, as the company’s shareholder meeting sheds light on growing competition. What the moves mean for the chip trade. Plus Bank stocks in focus after the Fed’s stress test results. Why one investment firm’s CEO says the group is in great shape. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

FedEx’s Big Jump Post Earnings, and Housing Market Headache 6/25/24: Shares of FedEx soaring after its latest earnings report. The numbers behind the move and all the details out of the conference call. Plus, all things housing taking a hit, as economists forecast a “stuck” market for the next few years. And it’s not just the builders feeling the pain. The related names seeing some losses. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Markets Shrug Off Semi Weakness…And One Biopharma Stock Surges After Trial Results 6/24/24: Nvidia notching another day of losses, but the broader markets aren’t taking it too hard. How investors are handling the semi slide. Plus A big jump for one biopharma stock as Alnylam delivers promising new heart drug results. What the CEO had to say about the data, and the impact it could have on the space. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Fever Breaking For Momentum Stocks… And Sarepta Surges After FDA Approval 6/21/24: Has the fever broken for the high momentum stocks? Nvidia running out of steam this week, as some other high fliers also pull back. Is this just a bump in the road or the beginning of a summer slowdown? Plus Sarepta’s big surge. The biotech company getting expanded approval from the FDA for its muscular dystrophy drug. What the CEO says is next for the company. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Momentum Stocks Hit A Wall… And Gilead’s Shot To The Arm 6/20/24: Some of this year’s red hot stocks have seemed to hit a wall. Nvidia, Chipotle, Netflix… all taking a leg lower in today’s session. Is the pullback temporary? Or could there be more downside ahead. Plus Gilead’s big boost. Shares jumping after the biotech company’s latest trial results. What the data could mean in the fight against HIV. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Unstoppable Nvidia and Signs of Strain on the Consumer 6/18/24: There’s a new biggest bull on Wall Street, as Evercore’s Julian Emanuel ups his year-end price target on the S&P by 25% to a whopping 6,000/ What’s going to drive those returns and how should you play the market? Plus Industrials have been struggling so far in 2024, but one top technician says these names are about to witness a turnaround. We go off the charts to get the details. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

Even More Reason to Be Bullish? And the Beaten Down Sector Setting Up For Gains 6/17/24: There’s a new biggest bull on Wall Street, as Evercore’s Julian Emanuel ups his year-end price target on the S&P by 25% to a whopping 6,000/ What’s going to drive those returns and how should you play the market? Plus Industrials have been struggling so far in 2024, but one top technician says these names are about to witness a turnaround. We go off the charts to get the details. Fast Money Disclaimer by CNBC's "Fast Money"

44 min listen

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

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The Rising Tech Tide, Isn’t Lifting All Boats, and the Two Sides of the U.S./China Decoupling 5/30/23

The Rising Tech Tide, Isn’t Lifting All Boats, and the Two Sides of the U.S./China Decoupling 5/30/23

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