Shares of Disney tumble as the media giant looks to make its streaming business profitable. The hurdles they face, and how a consumer under pressure will impact the company. Plus relying on Nvidia. Can the AI trade continue its run? Or does a pullback in the name spell trouble for the broader market? Fast Money Disclaimer
10-year yields are down about 25 basis points from their recent highs, but are they falling for the right reasons? And what does the move mean for the markets? Plus, former Starbucks CEO Howard Schultz weighing in on the company’s latest earnings report and the leadership of the man he chose to replace him. How will his comments impact the company now? Fast Money Disclaimer
Shares of Apple surging after the company announced the biggest share buyback in history, but was the news just a bit of financial engineering to distract investors from slowing sales? Plus Starbucks continued to drop after its disappointing earnings report. Is this stock actually so bad it's good? Fast Money Disclaimer
How can investors use the timeless investing strategies and sage teachings of the iconic Warren Buffett to make their own investing decisions? What does the portfolio of Berkshire-owned companies and stocks say about your own portfolio? CNBC Pro goes on a deep dive of all things Buffett with a longtime Berkshire shareholder and follower. CNBC’s Dominic Chu interviews Berkshire investor Bill Stone, the CIO at Glenview Trust Company, in this special CNBC Pro Talk ahead of the 2024 Berkshire annual...
Apple on the move after its results. We’re diving into the numbers and the call from the iPhone maker. Plus shedding the pounds and the prices. Novo Nordisk lowering prices for its blockbuster weight loss drugs. How an increase in competition is tipping the scales in the space. Fast Money Disclaimer
Stocks losing steam late in the day after the central bank leaves rates unchanged. What Jerome Powell is saying about the Fed’s next rate move. Plus Grinding into Starbucks. The coffee store chain sinking after reporting, as the company slashes its forecast. What the CEO had to say about the results, and if analysts are still sipping on the stock. Fast Money Disclaimer
Amazon jumping after posting better-than-expected results. How the e-commerce giant’s report stacks up against its big tech peers. Plus All eyes on the Fed as the central bank gears up to make their next interest rate decision. And our next guest says two cuts may not be enough. How tomorrow’s decision could determine the market moves in May. Fast Money Disclaimer
Apple bucking the mega cap trend lately, rising today after an analyst upgrade. But with just 3 trading days left before the tech titan reports, will the stock follow its peers with an earnings report drop? Plus Tesla all charged up. Shares of the EV maker electrified in today’s session, as the company clears a major hurdle for its Full Self-Driving software. Why CEO Elon Musk made a surprise visit to the country, and what the deal means for the future of Tesla. Fast Money Disclaimer...
Despite a slew of negative economic data, markets notched a positive week ahead of a key Fed decision. So do the AI-fueled gains in big tech mean more to the market than the central bank? Plus Intel’s post-earnings slide. The chipmaker’s results disappointing investors as forecast falls short. But there’s still some bulls on Wall Street betting on a comeback. Fast Money Disclaimer
Earnings season rolls on, and all eyes are on big tech. How Alphabet, Microsoft, IBM, and Snap did in their latest quarters. Will it be enough to reverse the market’s losses from today and get the rally back on track. Plus two gold miner stocks soar and a look at this morning’s earnings movers. Fast Money Disclaimer
Meta dropping after-hours as guidance disappoints. So has the social stock’s recent climb come to an end? Plus Investors plug into Tesla post-earnings, as CEO Elon Musk gives updates on the EV maker’s new models and robotaxi plans. What he’s saying about the timeline and if these promises can deliver. Fast Money Disclaimer
Tesla on the move after reporting a miss on the top and bottom line. What it means for the EV maker, and if these results could hit the brakes on its recent downhill slide. Plus Goldman Sachs’ record close. The bank continuing its run since earnings last week, but will the goldman glow keep shining? Fast Money Disclaimer
Stocks getting a reprieve after last week’s tech-led selloff as investors gear up for Big Tech earnings. So will those results keep markets afloat? Plus Where gold could be heading next. And All eyes on Tesla. The EV maker gearing up to report after a brutal start to the year. So can this stock pull a U-turn, or will investors continue to unplug? Fast Money Disclaimer
Chip stocks leading today’s tech sell off. The group down 15% from its record last month. Will the semi slip continue? Or can earnings next week help fuel a rebound? Plus Tech between a rock and a hard place. Apple and Meta under pressure as U.S./China tensions heat up. So is the latest move a TikTok retaliation? Fast Money Disclaimer
Netflix on the move after delivering quarterly earnings. What it means for the stock, and where the streaming wars go from here as password sharing takes center stage. Plus TikTok nearing midnight. Lawmakers fast tracking a ‘divest or ban’ bill that could force the hand of Chinese owner Bytedance. What it means for the app, and if this bill will pass. Fast Money Disclaimer
Could higher interest rates be boosting the economy, instead of hurting it? The contrarian view of how elevated rate levels are helping fill the consumers pocket, rather than leaving them squeezed. Plus More tailwinds for Boeing. A company whistleblower sounding off on safety concerns on Capitol Hill. But there could be another storm cloud heading for the planemaker. Fast Money Disclaimer
Bank earnings are sending mixed signals, as the money centers and investment banks painting different pictures for the financial space. How results are impacting markets, and what it could mean for the rest of earnings season. Plus A pivotal moment for Japan, as the Yen hits fresh 34-year lows. So will regulators step in? And what it means for investing overseas. Fast Money Disclaimer
The market starting the day with gains, but losing steam fast as geopolitical tensions escalate. Rates also making a big move today, with the 10-year yield hitting its highest level since November. Will the overseas conflict continue to weigh on stocks? Plus Tesla cutting jobs. The EV maker slashing 10% of its global workforce, as shares continue to slide this year. What CEO Elon Musk told employees, and what the layoffs could mean for the company’s future. Fast Money Disclaimer...
April has gotten off to a rough start, as stocks drop and rates rise. But can earnings season help boost markets, or will results be the nail in the coffin? Plus Yellow Metal Musings. Gold rallying to another all-time high. What’s driving the surge? And what other commodities could come along for the ride? Fast Money Disclaimer
Shares of Morgan Stanley fell as much as 7.2% after a report that multiple federal agencies are looking into how its wealth management unit vets clients for money laundering risks. What it means for the company as we get ready for bank earnings season. Plus 10-year yields hit a high of 4.6% today, and one top analyst says it could be testing record highs soon. We lay out the case.
Stocks selling off after this morning’s hot CPI print. Could the inflation gauge push The Fed to delay rates into 2025? Plus A Real Estate rough spot. That CPI data sending all things real estate into the red. How commercial property, housing stocks, and the homebuying proxies are all being impacted. Fast Money Disclaimer
Alphabet surging to an all-time high as the tech titan unveils a new AI chip. What it means for the Cloud space, and how it stands up to the competition. Plus… why your power bill doesn’t care about the Fed’s inflation fight. The rise in energy costs and how consumers are paying up no matter which way rates go.
Alphabet rises, while Nvidia stalls out. Is the tide turning in the AI trade? And how should you position yourself in the space. Plus Digging in on the technicals. How Nvidia, Apple, and a payment player is shaping up Fast Money Disclaimer
Stocks bouncing back after yesterday’s big sell off. But between a hot jobs report, hawkish Fed talk, and even a literal earthquake… is a market rally the normal reaction? Plus even more room to go in energy’s price spike. The pain at the pump, and where energy stocks could be heading next. Fast Money Disclaimer
Stocks reversing course as investors fear it could take the Fed even longer to cut rates. So could a potential delay keep markets from continuing their climb? Plus… is there a small cap comeback on the horizon? The signs starting to emerge, and where you look for leadership in the space. Fast Money Disclaimer
Fed Chair Jerome Powell weighing in on the fight against inflation… as stocks continue their weak start to Q2. So has inflation really gotten under control? Plus Ford picking up as new sales numbers help boost the stock. What the data means for the auto stock… and where consumers are leaning to when picking out some new wheels. Fast Money Disclaimer
Tesla stalling out as EV deliveries fall short of expectations. And even some long-term bulls are losing charge. Could this be the inflection point for the EV maker? Plus U.S.-China tensions in focus. President Biden speaking with Chinese President Xi Jinping on a wide range of topics. What to know from that call, and how TikTok got weaved into the conversation. Fast Money Disclaimer
The second quarter kicking off with a big move higher in rates, gold, and oil… after Fed Chair Powell’s bullish economic comments. So should investors brace for a prolonged pause out of the Fed? Plus Japan’s currency issues. How the drop in the yen could have central bankers intervening. Fast Money Disclaimer
Q1 is in the books, and stocks are heading into Q2 with some major accomplishments. Can the market rally keep raging? And where you should be positioned going into the second quarter. Plus… what it really costs to craft these diabetes drugs. A new study pointing to a $5 price tag for a month’s worth of one blockbuster GLP-1 drug. The dollar dichotemy… and if prices will come down for the public. Fast Money Disclaimer...
CNBC Pro Talks features one-on-one interviews with Wall Street’s top investors, smartest traders and rising stars. CNBC’s Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC Pro Talks is a monthly interview series that’s part of CNBC’s premium subscription service, CNBC Pro. To hear the full Pro Talk interview—including specific stock picks and investment strategies—listeners can subscribe to cnbc.com/protalks....
