In this episode of Fast Money, the sudden removal of Intel's CEO, Pat Gelsinger, sparks a discussion about the company's future and the market's reaction, which hints at deeper issues beyond just leadership changes. The panelists explore possibilities for restructuring, potential partnerships, and the evolving landscape of a stock-pickers' market. They also highlight the impressive performance of retail stocks during the holiday season, the surge in box office revenues, and the promising outlook for the obesity drug market, considering how political shifts and new drug approvals could influence it. Lastly, the episode addresses rising geopolitical tensions between the US and China, touching on potential tariff impacts and visa challenges facing Chinese tech firms at CES.
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