CNBC's "Fast Money"

Dive into the latest stock movements with insights on Nvidia's AI-driven growth, Netflix's modest decline, and Boeing's unexpected rise. Explore the implications of Constellation Energy's nuclear pact with Meta on the energy market. Unpack Elon Musk's shift from political ally to critic, and its effects on business dynamics. Discover shareholder activism trends with CrowdStrike's performance and Warner Brothers' CEO compensation concerns. Plus, learn about the evolving private credit landscape and a surprising boom in discount retailers.

Steve Eisman, a prominent investor known for predicting the 2008 financial crisis, joins CNBC host Brian Sullivan to discuss the cracks emerging in the housing sector as construction spending declines for two consecutive months. They explore the effects on homebuilders and retailers amidst high mortgage rates. The duo also delves into the controversial Alaskan LNG project, weighing the White House's push against potential costs. With financial markets in turmoil, they analyze the broader economic implications and strategies for navigating these turbulent waters.

David Zervos, CNBC contributor and Jefferies' chief market strategist, shares his insights on the shifting dynamics of the bond market and the recent struggles faced by Nvidia after its earnings report. He discusses U.S.-China trade tensions affecting tech stocks and compares Nvidia's performance against competitors like AMD and Google. Zervos also addresses alarm bells from Jamie Dimon regarding bond market stability, while offering a cautious but optimistic perspective on the market's resilience amidst geopolitical challenges.

The podcast dives into the reinstatement of Trump's tariffs and its ripple effects on the stock market. Traders discuss strategies for navigating this volatility. Retail giants like Costco and Gap share mixed earnings results, revealing insights into consumer behavior. The complexities of U.S.-China trade relations remain a focal point, highlighting uncertainty in the market. Additionally, the session analyzes retail performance, contrasting Costco’s success with challenges faced by competitors like Walmart, while also reflecting on investment strategies and the allure of traditional coffee brewing.

Nvidia is making waves with its latest earnings, showcasing growth in the data center sector. The panel discusses chip giant's challenges in the Chinese market while remaining cautiously optimistic. On the mortgage front, potential changes to Fannie Mae and Freddie Mac by the White House could shake up mortgage rates and the housing market. Plus, the impact of geopolitical tensions on major tech firms sets the stage for a complex investment landscape, highlighting key economic indicators and market dynamics.

The market is buzzing after the EU tariff delay sparked a surge, fueled by heightened consumer confidence. Traders are eyeing Nvidia’s upcoming earnings report, wondering how the chip giant will fare. Meanwhile, geopolitical tensions influence market volatility, particularly in the context of U.S.-EU relations. There's also a rising interest in Bitcoin amid export challenges for China, alongside notable trends in sports franchise valuations driven by private equity investments. It's a mix of optimism and trepidation in a dynamic financial landscape.

Apple's stock faces turbulence as tariff threats loom, creating uncertainty for investors and manufacturing strategies. The team discusses the fallout from potential 25% tariffs on iPhones and the company's pivot to India. Meanwhile, Novo Nordisk's shares plummet, sparking debate over possible mergers to reverse the decline. The podcast also dives into market reactions to trade tensions, strategic moves in options trading, and the nuclear energy sector's revival amid executive orders. Insights into biotech dynamics further highlight competitive challenges and growth strategies.

Mike Wilson, CIO and chief equity strategist at Morgan Stanley, shares his insights on the financial landscape following President Trump’s tax bill approval. He discusses whether this marks the final hurdle for stocks to reach new heights. The conversation turns to the struggling housing market, with April home sales hitting their lowest since 2009, and speculates on possible recovery signs. Wilson also highlights where he sees significant investment opportunities amidst these shifting market conditions.

Stocks took a hit as long-term bond yields rose to new highs, influenced by a shaky 20-year auction. OpenAI made waves by acquiring a startup led by a former Apple exec, hinting at potential shifts in tech design. The conversation also touched on how retailers like Target and Walmart are adjusting to tariffs while navigating supply chain issues. Meanwhile, Uber's future looks intriguing amid self-driving predictions, and there are whispers of Tesla eyeing potential acquisitions in the ride-hailing space.

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.