CNBC's "Fast Money" The Ultimate Would You Rather… And Trade or Fade Stocks At Records 6/25/25
Jun 25, 2025
The hosts engage in a lively 'Would You Rather' game, debating whether to invest in tech giants like Microsoft, Nvidia, and Apple. They analyze recent stock performances and the implications for the future, particularly for Microsoft's AI advancements. The podcast also delves into the housing market's slowdown and its impact on tech stocks, while examining changes in consumer preferences affecting General Mills. Lastly, they explore the booming demand for data centers driven by AI, highlighting both opportunities and challenges.
AI Snips
Chapters
Transcript
Episode notes
Microsoft Stands Out Among Tech Giants
- Among Microsoft, Nvidia, and Apple, Microsoft is seen as the most defensible and attractively valued stock by analysts.
- Apple, despite being a laggard, holds potential due to its large install base and service revenues.
Tech Giants Face AI & Valuation Challenges
- Apple struggles with AI integration and low R&D spend, making its future products less desirable.
- Microsoft leads in cloud and AI with significant CapEx, but valuations for big tech are generally high now.
Trade J.P. Morgan
- Buy J.P. Morgan for exposure to money center banks benefiting from regulation tailwinds and a steepening yield curve.
- Despite big recent moves, it remains best of breed in the banking sector.