Dan Nathan

Guy Adami, veteran trader and market strategist; Karen Finerman, professional investor; Tim Seymour, global-equities specialist; and Dan Nathan, options-market analyst, examine the mega-cap AI rally and zero-coupon financing behind the buildout. They also dig into Lululemon’s shaky turnaround, Tesla’s Cybercab test, yen risks, gold and silver, and AI-fueled luxury real estate.

Dan Nathan, options trader and RiskReversal founder; Guy Adami, veteran trader; Carter Braxton Worth, technical strategist; Megan Swiber, Bank of America rates strategist; and Tim Seymour, emerging-markets investor, dissect a volatile market. They debate surging bond yields, Fed policy, oil and Middle East tensions, Dell’s AI boom, Palo Alto’s valuation, Apple’s leadership transition, bearish industrial charts, and the latest market movers.

Guy Adami, founding trader and market commentator; Dan Nathan, options trader and investor; and Steve Grasso, NYSE trader and analyst, dissect Broadcom’s results, Nvidia’s proposed mega-buyback and Snowflake’s AI-fueled momentum. They debate bank stocks, rising rates and oil, explore a Venezuela deal’s market and national-security stakes, and assess Berkshire’s bullish case for Alphabet.

Ben Ammons, founder and CIO at FedWatch Advisors, gives his short take on Fed policy and rates. Guy Adami, trader and market commentator, offers trading color on financials and semiconductors. Dan Nathan, market commentator, adds cyclical trading perspective. They discuss Micron's strong results and long-term contracts, Fed rate odds and inflation signals, sector rotation, and dollar and yield dynamics.

Dan Nathan, a savvy panelist known for his keen market insights, discusses Tesla's ambitious robotaxi plans straight from Elon Musk's recent interview. They dive into the mounting competition in the EV space and how these innovations could impact Tesla's valuation. Nathan also addresses investor concerns about shifting recession expectations, examining the implications of recent economic shifts and the challenges posed by inflation. The talk wraps with reflections on big pharma collaborations and the evolving retail landscape as companies adapt to market pressures.

Megan Casella, CNBC’s economic policy and markets correspondent, joins traders Dan Nathan and Tim Seymour, a derivatives strategist and global-investing expert. They debate soaring Treasury yields, Fed rate decisions, and energy stocks amid geopolitical risk. The panel also examines Apple’s AI transition, Bitcoin’s rally, healthcare pricing shifts, Alphabet’s outlook, and warning signs in hotel stocks.

Guy Adami, a short-term trading pro; Dan Nathan, options and volatility commentator; Steve Grasso, technical trading specialist. They break down Apple’s WWDC AI moves and its Google LLM tie-up. They discuss surging energy and freight stocks, the hype around SpaceX’s IPO, and whether markets can rebound after the recent pullback.

Guy Adami, a technical market analyst; Dan Nathan, an options trader and strategist; and Lori Calvasina, RBC’s U.S. equity strategist, examine stocks under pressure as the 10-year yield reaches a 19-year high. They debate Fed hike expectations, lofty valuations, AI safety and investment risks, Goldman Sachs, surging oil and refinery constraints, crypto regulation, and the Premier Lacrosse League’s rapid growth with Paul Rabil.

Tim Seymour, investor focused on industrials and AI-related trades. Katie Stockton, technical analyst who reads market charts. Dan Nathan, trader offering market color and trading ideas. They debate Micron's memory surge and its pressure on device makers. They cover semiconductor technicals, rotation risks across tech and industrials, and massive Bitcoin ETF outflows rattling crypto proxies.

Karen Feinerman, Metropolitan Capital Advisors managing director; Dan Nathan, market strategist and options trader; and Tim Seymour, emerging-markets investor, examine Meta’s soaring Muse-fueled rally and the AI arms race. They tackle rising Treasury yields, data-center financing risks, NVIDIA’s valuation, Oracle’s delays, Trump-Xi talks, Costco’s results, and Gary Marcus’s call to halt OpenAI over alleged cybersecurity failures.