CNBC's "Fast Money"

Amazon Reports Earnings.. And The Fed Decision On Deck 4/30/24

This podcast episode delves into various topics such as Amazon's quarterly performance, the valuation of AWS, the potential impact of oral drugs in the pharmaceutical industry, interest rates and inflation, NBA broadcasting rights, Lemonade's low-cost insurance model, and the reclassification of marijuana. It provides ...

The Revenge Of Apple… And Tesla Clears A Key Hurdle In China 4/29/24

This podcast episode explores the recent surge in Apple stock and the potential impact of upcoming earnings, discussed the challenges faced by Japan due to its weakening currency, delves into the complexities of the current economic landscape, discusses SoFi Technologies' earnings report, Freeport-McMoran's CEO Richard...

Markets Picking AI over the Fed?... Plus A Semi Slide For Intel 4/26/24

This podcast episode explores the impact of artificial intelligence (AI) on the market and the ongoing debate between the influence of the Federal Reserve and the impact of AI. It discusses the performance of AI-related stocks, the potential market impact of the Fed's actions, and the importance of a soft landing for t...

Alphabet soars after earnings, plus results from Microsoft, Snap and Intel 4/25/24

This podcast episode analyzes the recent earnings reports and performance of various tech companies, including Alphabet, Microsoft, Meta, Intel, and Snap. The discussions focus on the impact of AI on these companies' strategies and growth, as well as the market's reaction to their earnings. Additionally, the episode de...

Meta’s Big Earnings Report… Plus Tesla Charges Higher After Results 4/24/24

This podcast episode explores the recent financial results and market reactions of Meta Platforms and IBM. Meta's revenue guidance fell below expectations, leading to a decline in its stock price. Despite this, analysts remain bullish on Meta's long-term prospects in AI. IBM reported a revenue miss and announced the ac...

Tesla’s Big Earnings Report… And Goldman Sachs’ Record Close 4/23/24

This podcast episode discusses the recent earnings reports of Tesla, Visa, Gucci, Spotify, Goldman Sachs, J.P. Morgan, and Meta. It delves into the challenges and opportunities faced by these companies, including declining revenue, executive departures, strong financial performances, the potential impact of new models ...

Stocks Snap Losing Streak… And Tesla Earnings On Deck 4/22/24

This podcast episode explores the recent market movements and upcoming earnings reports for Big Tech companies. The hosts discuss the surge in the S&P 500 and Nasdaq after a six-day losing streak, led by the tech sector. They speculate on how the market will react to the earnings reports from Meta, Microsoft, Alphabet,...

Semi Selloff… And Tech Giants Caught In The Middle Of U.S./China Tensions 4/19/24

This podcast episode discusses the significant decline in semiconductor stocks, particularly NVIDIA, and the overall struggles of the tech sector. The speakers analyze various data points, such as disappointing earnings announcements and bookings numbers, to understand the shift in sentiment. They also discuss the mark...

Netflix’s Earnings Report… And TikTok’s Time Crunch 4/18/24

This podcast episode explores various topics including Netflix's recent earnings report, the potential impact of live events on advertising revenue, market sentiment and technical indicators, Elon Musk's pay package and its impact on Tesla's market cap, a potential TikTok ban, Netflix's future strategy, the volatility ...

Higher Rates Helping The Economy?... And More Bruises For Boeing 4/17/24

This podcast episode explores the impact of higher interest rates on the economy, market, and consumers. The panelists present a contrarian view that suggests higher rates could be contributing to the economic boom rather than suppressing it, benefiting U.S. households through increased income from short-term interest-...

What The Big Banks Are Telling Us… And The Yen At A Key Level 4/16/24

This podcast episode explores the divergence in performance between investment banks and money centers, the impact of Federal Reserve Chair Jerome Powell's comments on money center banks, the challenges faced by regional banks due to rising interest rates and exposure to commercial real estate, the perspectives of fina...

Stock Rebound Falls Short… And Tesla’s Major Job Cuts 4/15/24

This podcast episode discusses various topics, including market volatility, geopolitical risks, the conflict between Iran and Israel, the decline in Apple's iPhone sales, Goldman Sachs' earnings report, Trump's media company filing, potential buyers of declining stocks, Tesla's workforce cut, and upcoming earnings repo...

Can Earnings Save Stocks?.... And Gold Glistens To New Highs 4/12/24

This podcast episode discusses a variety of topics related to the market, including the volatility index, geopolitical concerns, interest rates, earnings reports, rising tensions in the Middle East, the semiconductor industry, challenges faced by companies like Lululemon and Starbucks, and the trend in gold prices. The...

Morgan Stanley in a legal mess, and just how high could rates go 4/11/24

This podcast episode explores ongoing regulatory probes into Morgan Stanley's wealth management unit, the potential impact of these probes on the company's stock performance, and the issues faced by Morgan Stanley in general. It also discusses Bank of America's stock performance and the impact of interest rates, Apple'...

A Potential Rate Cut-less Year?... And Rising Rates Tank Real Estate 4/10/24

This podcast episode discusses the latest inflation report and its impact on the markets and the Federal Reserve's policy outlook. The report showed higher-than-expected consumer prices, leading to a spike in bond yields and a decline in the stock market. It also dampened hopes for Fed rate cuts, with the probability o...

Alphabet’s New AI Chip… And Rising Power Bills No Matter What Happens With Inflation 4/9/24

This podcast episode explores various topics including Google's new chip announcement and its implications for the cloud market, Google Cloud's strategy to differentiate itself, the competitive landscape of the cloud industry, potential market reactions to the CPI report, Wells Fargo Securities' price target for the S&...

Alphabet Ascends… And Getting Technical On Some Big Names 4/8/24

This podcast episode explores the recent performance of tech companies like Alphabet, Nvidia, Google, and Apple, analyzing their stock prices, market sentiment, and potential catalysts. It also discusses the growth of private credit and its risks, Jamie Dimon's warning about inflation, Elon Musk's predictions and strat...

A Puzzling End To The Week… And More Room To Run In Energy’s Price Spike 4/5/24

This podcast episode explores the market's reactions to various news and economic data, including the jobs report, interest rates, and geopolitical risks. The speakers express cautious optimism about the market, noting positive indicators such as low unemployment and strong earnings growth, but also raise concerns abou...

Markets Big Reversal… And A Potential Small Cap Comeback 4/4/24

This podcast episode discusses various topics including the late-day market sell-off and the factors contributing to it, the Federal Reserve's stance on interest rates and the impact of geopolitical tensions, the spike in oil prices and its potential consequences, Meta's recent performance and valuation, the aftermath ...

Powell’s Balancing Act.. And Ford’s Sales Pick Up 4/3/24