Hosted by Melissa Lee and a roundtable of top traders, “Fast Money” breaks through the noise of the day, to deliver the actionable news that matters most to investors. Fast Money airs weeknights at 5p ET on CNBC. Visit http://fastmoney.cnbc.com for additional information.
This podcast episode dives into various topics related to the current state of the economy and markets. It covers the increase in loan modifications in the office market, concerns about REITs and commercial real estate, the potential impact of commercial real estate on the broader economy, the state of the U.S. economy...
This podcast episode discusses the current record-breaking week on Wall Street, exploring various sectors that are contributing to the market gains. It highlights concerns about a potential correction, particularly in the tech sector, and raises questions about the concentration of stocks. The podcast also delves into ...
This podcast episode discusses the impact of Nvidia's performance on the market and its implications for the AI rally. It explores the movements of the S&P, technical analysis using moving averages, and the breakout of Nvidia. The episode also covers the option strategy of using a call spread risk reversal, the growth ...
This podcast episode explores Nvidia's Q4 performance and the positive market impact of their earnings report. It highlights the importance of a stock split and the strong demand and growth in the hyperscaler industry. The discussion also covers Apple's potential impact on Nvidia's performance, as well as the challenge...
This podcast episode covers various topics including the homebuilders market, the potential of Apple in the AI space, the impact of inflation on the economy, concerns about universities, updates on Eli Lilly's drugs, the approval of an ETF for Ethereum, challenges faced by Lululemon, and NVIDIA's earnings report. The s...
This podcast episode explores various topics including the valuation and interest rates of JPMorgan, the potential impact of generative AI on companies, the unusual market environment characterized by meme stocks, the record-low VIX, Palo Alto Networks' approach to cyber security consolidation, Microsoft's new generati...
This podcast episode covers various topics such as concerns about inflation, unusual correlations in the market, trading strategies for Nvidia's earnings, the adoption of AI technologies, the surge in precious metals, the impact of limiting uranium imports, China's policies to address economic challenges, the current s...
This podcast episode discusses various topics, including the valuation and market positions of Walmart and Amazon, the potential impact of inventory dynamics on Walmart and Target's performance, the shift to digital commerce and the challenges it poses for Walmart, the potential impact of inflation and the fear of a st...
This podcast episode explores various topics such as the market's expectations of interest rate cuts, loose financial conditions and the wealth effect, inflation outlook, the likelihood of interest rate cuts, job growth indicators, Apple's stock performance, Cisco's transformation into a software provider, updates from...
This podcast episode dives into various topics, including the current state of the market with record highs in the Nasdaq and low volatility across multiple asset classes. The speakers discuss whether this low volatility is sustainable or if it's the calm before the storm, highlighting how people are not reacting to ho...
This podcast episode explores the potential impact of tariffs on Chinese stocks and the American consumer, the role of Chinese EV production in circumventing tariffs, the dependency of American companies on China for growth, the introduction of OpenAI's GPT-4.0 AI model and its potential implications, the sudden rally ...
This podcast episode explores the concerns about consumer behavior and its impact on the economy, with a focus on inflation, debt, and the housing market. It also discusses the challenges surrounding Social Security and the long-term budget deficit. The episode delves into the relationship between deficits, GDP, produc...
This podcast episode explores various topics including subprime auto and delinquencies in the consumer market, conviction trade in European blue chips, the importance of fund flows and the highest conviction trade in John Deere, the potential impact of interest rates on the market, the significance of the deficit probl...
This podcast episode explores the cracks in the consumer economy, including negative earnings and slow sales growth reported by companies like Uber and Shopify. It discusses concerns regarding consumer debt and the impact of Buy Now Pay Later services, highlighting the rising consumer debt and the potential risks assoc...
This podcast episode explores the challenges and expectations faced by Disney, Lyft, Starbucks, Nvidia, and Rivian. The discussion revolves around the struggle for profitability in Disney's streaming business, the impressive earnings report of Lyft, the struggles faced by Starbucks and the potential return of Howard Sc...
This podcast episode explores the current state of the economy, the impact of inflation and monetary policy, as well as the market sentiment and potential challenges. The speakers analyze factors such as issuance, yields, consumer spending, and earnings growth to provide insights into the overall market outlook. They a...
This podcast episode explores Apple's financials and its strategy, highlighting the impact of the company's stock buybacks, the importance of financial engineering, and the question of whether Apple deserves a peak market multiple. The discussion also covers the concerns about the China market, Apple's position in the ...
This podcast episode features a conversation with Bill Stone, a longtime follower of Warren Buffett and a Berkshire shareholder. Bill shares his background and experiences on Wall Street, highlighting the significance of Warren Buffett and Berkshire Hathaway in his career. The episode discusses the upcoming Berkshire H...
This podcast episode explores various topics including Apple's revenue growth, the company's focus on artificial intelligence and China, the performance of Amgen's obesity treatment, the potential impact of a quarterly injection on Amgen's valuation, the competitive challenges faced by Novo and Lilly in the pharmaceuti...
This podcast episode explores various topics such as the Fed's stance on inflation and the reduction of the balance sheet runoff, the concept of stagflation in the current economy, the performance of banks and the concerns about the lower-end consumer, the importance of regional banks and Qualcomm's earnings results, t...
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