CNBC's "Fast Money" Risk On Gets Wrecked… And What’s Behind The Move In Rates? 2/25/25
9 snips
Feb 25, 2025 The risk-on trade is crashing, with major tech stocks suffering significant losses. Investors are rushing towards safer options as uncertainty looms. Amidst this turmoil, gold prices exhibit surprising behavior. The tech sector faces challenges from inflation fears and international dynamics, particularly affecting companies like NVIDIA. Bitcoin's recent plunge also raises eyebrows after a notable crypto hack. Meanwhile, Home Depot sees a sales recovery despite high mortgage rates, shedding light on evolving consumer behavior in a fluctuating market.
AI Snips
Chapters
Transcript
Episode notes
Risk-Off Trade Wreckage
- Tech-heavy NASDAQ led market losses, closing at a three-month low.
- MAG-7 stocks lost a combined $300 billion in market cap, and other tech high-flyers also fell.
Growth Scare vs. Inflation
- Market anxiety is shifting from inflation to growth concerns.
- High-growth tech companies and levered ETFs are most affected by this shift.
Tech Bubble Bursting
- Some high-flying tech stocks like AppLovin and Palantir show signs of a bubble bursting.
- Their rapid growth and high valuations are unsustainable in the current market.