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.

Dan Nathan, market strategist and investor; Steve Grasso, veteran trader; Eamon Javers, CNBC national security correspondent; Leslie Picker, financial markets correspondent; and Tim Seymour, emerging-markets investor, examine fresh pressure on memory stocks from Chinese competition and Elon Musk’s comments. They debate bank earnings, OpenAI espionage allegations, Apple’s record highs, Disney’s winning streak, J&J’s stumble, Starlink’s telecom threat, and quantum-stock volatility.

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.

Rebecca Patterson, former Bridgewater chief strategist, Dan Nathan, options trader and RiskReversal founder, and Tim Seymour, emerging-markets investor, discuss oil surging above $90 amid Iran tensions, rising yields pressuring AI stocks, and speculation over a Starbucks-Chipotle deal. They also examine Starlink’s telecom disruption, oversold banks, Brazil’s rally, White House technology initiatives, and their market picks.

Dan Nathan, a market strategist and options expert, joins Gene Munster, a technology analyst focused on AI and innovation. They examine Meta’s massive AI spending and uncertain Muse payoff, Tesla’s ambitious autonomy and robotics plans, and IBM’s mixed results. CoreWeave’s debt, customer concentration, and potential ripple effects across the AI trade also come under scrutiny, alongside pressure on Chipotle and a frozen housing market.