Apple Reports Results… And Crude Climbs Amid Middle East Tensions 1/29/26

The "Fast Money" podcast episode analyzes recent earnings reports and market trends, focusing on Apple, software stocks, and the energy sector. Apple's impressive earnings, driven by strong iPhone sales in China, contrasted with a muted stock reaction due to concerns about memory prices and AI strategy. The discussion highlights a broad sell-off in software stocks, attributed to fears of AI disruption and sustainability of growth. SanDisk's soaring performance, fueled by AI-driven demand for memory, sparks debate about a potential bubble. Rising crude oil prices, influenced by Middle East tensions and potential supply disruptions, lead to a discussion on energy stocks and the evolving outlook for oil demand.

Outlines

Part 1: Introduction, Market Context

Part 2: Apple Earnings, AI Strategy

Part 3: Hardware, Semiconductors, Software

Part 4: Corporate Moves, Consumer Trends

Part 5: Financial Guidance, Industrial Updates

Part 6: Energy, Commodities, Final Trades

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CNBC's "Fast Money"

Part 1: Introduction, Market Context

Thirsty Turtle's Business Level-Up with Shopify

Introduction to Fast Money: Apple Earnings and Market Trends

Part 2: Apple Earnings, AI Strategy

Apple's Impressive Q1: China Surge, AI Partnership, and Privacy

Analyzing Apple's Earnings: China, Memory, and Upgrade Cycles

Market Reaction and AI Strategy: Apple's Muted Response

Part 3: Hardware, Semiconductors, Software

SanDisk's Soaring Earnings: Demand Outpacing Supply Beyond 2026

SanDisk's Bubble: Skepticism Amidst Secular Growth

Supply Response and Market Dynamics: Beyond the NVIDIA Moment

Software Stocks Crushed: AI Threat and Negative Narrative

Microsoft and Apple: AI Sustainability and Validation

Microsoft's Buying Opportunity: Reassessment and Potential

Part 4: Corporate Moves, Consumer Trends

SpaceX and Tesla: Potential Merger with XAI

Consumer Spending: Visa, MasterCard, and Tax Refunds

Part 5: Financial Guidance, Industrial Updates

Apple's Conference Call Update: Guidance and Memory Prices

Analyzing Apple's Guidance: Memory Concerns and AI Chops

United Rentals' Stock Plunge: Revenue and Earnings Miss

Part 6: Energy, Commodities, Final Trades

Crude Oil Surge: Iran Premium and Demand Drivers

Energy Stocks: Schlumberger and Terminal Value

Coca-Cola: Chartmaster's Buy Recommendation

Final Trades: Materials, SLB, URI, and Microsoft

Apple Reports Results… And Crude Climbs Amid Middle East Tensions 1/29/26

CNBC's "Fast Money"

Part 1: Introduction, Market Context

00:00Thirsty Turtle's Business Level-Up with Shopify

Thirsty Turtle's Business Level-Up with Shopify

00:30Introduction to Fast Money: Apple Earnings and Market Trends

Introduction to Fast Money: Apple Earnings and Market Trends

Part 2: Apple Earnings, AI Strategy

01:56Apple's Impressive Q1: China Surge, AI Partnership, and Privacy

Apple's Impressive Q1: China Surge, AI Partnership, and Privacy

04:15Analyzing Apple's Earnings: China, Memory, and Upgrade Cycles

Analyzing Apple's Earnings: China, Memory, and Upgrade Cycles

07:33Market Reaction and AI Strategy: Apple's Muted Response

Market Reaction and AI Strategy: Apple's Muted Response

Part 3: Hardware, Semiconductors, Software

11:18SanDisk's Soaring Earnings: Demand Outpacing Supply Beyond 2026

SanDisk's Soaring Earnings: Demand Outpacing Supply Beyond 2026

13:40SanDisk's Bubble: Skepticism Amidst Secular Growth

SanDisk's Bubble: Skepticism Amidst Secular Growth

15:20Supply Response and Market Dynamics: Beyond the NVIDIA Moment

Supply Response and Market Dynamics: Beyond the NVIDIA Moment

18:24Software Stocks Crushed: AI Threat and Negative Narrative

Software Stocks Crushed: AI Threat and Negative Narrative

20:30Microsoft and Apple: AI Sustainability and Validation

Microsoft and Apple: AI Sustainability and Validation

23:47Microsoft's Buying Opportunity: Reassessment and Potential

Microsoft's Buying Opportunity: Reassessment and Potential

Part 4: Corporate Moves, Consumer Trends

25:24SpaceX and Tesla: Potential Merger with XAI

SpaceX and Tesla: Potential Merger with XAI

27:50Consumer Spending: Visa, MasterCard, and Tax Refunds

Consumer Spending: Visa, MasterCard, and Tax Refunds

Part 5: Financial Guidance, Industrial Updates

29:18Apple's Conference Call Update: Guidance and Memory Prices

Apple's Conference Call Update: Guidance and Memory Prices

32:02Analyzing Apple's Guidance: Memory Concerns and AI Chops

Analyzing Apple's Guidance: Memory Concerns and AI Chops

34:56United Rentals' Stock Plunge: Revenue and Earnings Miss

United Rentals' Stock Plunge: Revenue and Earnings Miss

Part 6: Energy, Commodities, Final Trades

37:22Crude Oil Surge: Iran Premium and Demand Drivers

Crude Oil Surge: Iran Premium and Demand Drivers

40:45Energy Stocks: Schlumberger and Terminal Value

Energy Stocks: Schlumberger and Terminal Value

42:03Coca-Cola: Chartmaster's Buy Recommendation

Coca-Cola: Chartmaster's Buy Recommendation

44:21Final Trades: Materials, SLB, URI, and Microsoft

Final Trades: Materials, SLB, URI, and Microsoft