CNBC's "Fast Money" Markets Digest Latest Inflation Read… And Trade Desk Turmoil Deepens 8/14/25
Aug 14, 2025
Markets are reacting to hot inflation data, affecting interest rates and stock predictions. The potential reshuffle in the advertising space with Trade Desk and Walmart sends shockwaves through the industry. Insights reveal Berkshire Hathaway's boost to UnitedHealth and concerns regarding Chinese market divestments. The podcast highlights unique stock opportunities, like Alibaba, amidst external pressures. Also discussed are Eli Lilly's pricing strategies and how they influence broader market trends. A mix of market analysis and investment recommendations keeps listeners engaged!
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Talk Of U.S. Stake Sent Intel Rallying
- Reports the U.S. may take a stake in Intel sent the stock sharply higher despite official non-denials.
- Policy signaling can move strategic-sector valuations even without clear deal terms.
Government Stakes Change Investment Dynamics
- Government stakes in strategic firms blur public-private boundaries and shift investor expectations.
- National security framing lets governments access sectors they deem critical, reshaping globalization norms.
PPI Raises Doubts About Multiple Rate Cuts
- Hot July PPI pushes markets to question further rate cuts beyond September rather than September itself.
- Markets still price a high probability of a September cut but are less confident about additional cuts in October and December.