The "Fast Money" podcast episode discusses current market trends, focusing on AI, Apple's upcoming iPhone event, and the China trade. The panel analyzes Broadcom's post-earnings performance, Meta's potential AI investments, and concerns about AI adoption rates. They debate whether Apple's focus on hardware over AI is a misstep, and discuss Tesla's declining market share in the EV market. The panel also discusses Robinhood and Apple's inclusion in the S&P 500, and the differing results from Summit Therapeutics' lung cancer drug trial in US and China patients. They conclude with a discussion on Chinese stocks, export data, and struggling fast-casual restaurant stocks, and an interview with Gen Digital's CEO about their acquisition of MoneyLion.
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