CNBC's "Fast Money" Fast Money 5/14/25
May 14, 2025
Discover how major tech stocks like Tesla and NVIDIA are performing amidst rising Treasury yields. The discussion highlights Boeing's new deals and the possible merger between Dick's Sporting Goods and Foot Locker, examining their strategic implications. Learn about the intricate relationship between gold prices and inflation risks. Insights into Cisco's strong earnings and CoreWeave's growth reveal key trends in customer behavior. Tune in for investment strategies amidst market volatility and prepare for Walmart’s earnings report!
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Treasury Yields Signal Economic Confidence
- The current rise in Treasury yields to near 5% signals confidence in the economy rather than inflation worries.
- Investors see this as a normalization after extreme lows rather than a threat to stocks currently.
Caution Advised on Boeing Stock
- Approach Boeing stock cautiously due to ongoing FAA manufacturing restrictions and safety scrutiny.
- Consider selling on rallies rather than buying into strength for now.
Earnings Growth Drives Investment
- Long-term earnings growth drives investment flows, mainly favoring mega-cap tech and AI leaders.
- Disruptors don’t always profit; investing based on monopoly power is safer.