CNBC's "Fast Money" Trump Rally Overdone?... And Netflix’s Subscriber Surge 1/22/25
Jan 22, 2025
U.S. stocks are hitting record highs thanks to strong earnings and positive sentiment around the Trump trade, but some CEOs warn about sustainability. Netflix is making headlines with a substantial subscriber increase and a price hike, pushing its stock to new heights. The podcast dives into tech challenges like Apple's struggles in China and explores mergers in the gaming sector, particularly the Microsoft-Activision deal. Insights on airline earnings also reveal surprising profits as the streaming wars heat up.
AI Snips
Chapters
Transcript
Episode notes
Market Euphoria and Risk
- The market believes Trump's promises will come true, boosting stock prices.
- However, indicators show the market is overbought, leaving less room for error.
MAG-7 and Stargate AI Project
- MAG-7 stocks are leading the NASDAQ, driven by the Stargate AI project.
- However, funding for the project is uncertain, raising concerns.
International Market Opportunities
- Consider international markets, which have outperformed recently, like the DAX in Germany.
- European banks offer cheaper valuations and higher payouts compared to US banks.