CNBC's "Fast Money"
Big Tech On Deck, A Transports Warning… And Foreign Money At Risk 4/28/25
Apr 28, 2025
In this discussion, Rebecca Patterson, former chief strategist at Bridgewater, dives into the heightened expectations surrounding big tech earnings and the potential challenges for key players like Google and Amazon. The conversation highlights alarming indicators in the transport sector and bearish sentiments in pharma stocks as they face significant hurdles. Patterson also explores the implications of U.S.-China trade tensions on foreign investment, raising concerns about a potential withdrawal of foreign capital from U.S. assets.
43:35
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Quick takeaways
- Tech earnings expectations are high, with analysts unsure if companies will provide clear guidance amidst market uncertainties and AI demand shifts.
- Foreign investors may reduce their U.S. asset holdings due to rising tariffs and economic concerns, potentially leading to significant capital outflows.
Deep dives
Big Tech Earnings Expectations
Major tech companies, including Apple, Microsoft, Amazon, and Meta, are expected to report earnings that could significantly impact their stock prices this week. Despite a challenging year for these tech giants, some investors remain hopeful that robust earnings could reverse the downtrend in their market caps, which collectively exceed $10 trillion. Analysts express concern over whether these companies will provide clear guidance amidst uncertainties. The focus is on understanding growth rates, particularly in areas such as AI demand, which may influence overall market sentiment.
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