In this episode of Fast Money, the panel dives into the healthcare sector's sluggish performance, largely due to worries over policy shifts with the Trump administration, especially concerning vaccines. They explore the potential impact on pharmaceutical giants like Pfizer and Moderna while pointing out promising prospects in areas like oncology and GLP drugs. The conversation then transitions to Broadcom's impressive strides in AI, contrasting this with NVIDIA's possible future hurdles.
Additionally, they evaluate the homebuilders sector amid fluctuating interest rates. The panel also prepares for the upcoming Fed meeting, discussing expected rate cuts and their effects on the dollar and corporate bond spreads. The episode wraps up with a look at substantial tech donations to the new administration and an overview of anticipated earnings reports from major players like Nike and FedEx.
