This Fast Money episode primarily analyzes the record high in gold prices, exploring its implications for various markets including crypto and interest rates. The discussion then shifts to a comparison of Alphabet and Meta's performance, contrasting their differing responses to similar investments in AI. Finally, the panel examines Ford's earnings report, highlighting concerns about 2025 profit guidance and the impact of potential tariffs. A segment on FTAI Aviation addresses short-seller allegations and a Jefferies analyst's counter-argument. The episode concludes with a review of investor sentiment, revealing cautious optimism despite concerns about US-China relations and AI's potential disruptions.
