CNBC's "Fast Money"

Market concerns are rising as the ISM Services Index hits a slump. Insights on stagflation present a complex picture for consumers, with mixed signals from job growth. Upcoming earnings from Disney and McDonald’s could reveal crucial insights about consumer health. The podcast also dives into the volatility of stocks like Coinbase and highlights the competitive landscape of companies like AMD against giants like NVIDIA. There’s a look at trading behaviors and the ongoing challenges in the healthcare sector as well.

Traders debate the likelihood of a Fed rate cut while tech stocks like Palantir soar with record revenue. As back-to-school shopping looms, retailers weigh the impact of new tariffs. Insights on the housing market reveal how rising unemployment could affect mortgage rates. A humorous take on home improvement leads into cautionary discussions about stock volatility, particularly for Figma post-IPO. Overall, the podcast navigates the maze of market movements and retail challenges in a dynamic economic landscape.

David Zervos, Chief Market Strategist at Jefferies, dives into the recent market sell-off following a disappointing jobs report. He urges calm despite the turmoil, highlighting the resilience of sectors like home construction and biotech. Zervos discusses Amazon's sharp declines and strategic concerns, while exploring the volatility in job statistics amidst political tensions. His insights aim to guide investors through turbulent market waters with a focus on future opportunities, all sprinkled with a dose of humor.

Apple and Amazon unveil their latest earnings, revealing significant insights into their growth and market strategies. Jamie Dimon offers his perspective on market trends, Fed policies, and the stock outlook amidst ongoing economic uncertainties. The discussion also touches on the implications of Trump's drug price reforms and the challenges facing the pharmaceutical sector. Additionally, there's a look at the competitive landscape for tech giants and the growing interest in private market investments. Investors won't want to miss these crucial analyses!

Joe Lubin, co-founder of Ethereum and chairman of Sharplink Gaming, reflects on Ethereum's remarkable journey over the past decade. He shares insights on its staggering 700,000% growth and its potential to reshape the cryptocurrency landscape. The discussion also touches on the strong earnings from tech giants like Microsoft and Meta, emphasizing their integration of AI and the implications for future market valuations. Additionally, the episode explores how macroeconomic factors like inflation and interest rates may impact investor sentiment.

Kate Rogers, a CNBC correspondent known for her insights on Starbucks earnings, takes listeners through a lively analysis of market dynamics. She discusses the underlying warning signs in stocks and the impact of U.S.-China trade talks. The conversation touches on Novo Nordisk's significant stock drop and why retail investors are wary after recent volatility. Additionally, the contrasting performances of Starbucks and Chipotle are examined, along with rising consumer spending trends in China, bringing a blend of caution and opportunity to the market narrative.

It's a whirlwind week for investors as more than 100 companies report earnings, with major tech players like Google and Microsoft in the spotlight. The podcast dives into the potential effects of U.S.-China trade talks, exploring how tariffs may reshape market dynamics. Nike's stock is soaring post-upgrade, while UnitedHealth faces challenges affecting the Dow. Plus, insights on market volatility and trading recommendations provide listeners with strategies for navigating this busy financial landscape.

Big tech companies like Apple, Amazon, and Microsoft are set to release earnings, creating buzz in the market. Charter is facing subscriber losses, impacting its stock amid fierce competition from fiber and mobile providers. The merger between Synovus and Pinnacle signals changes in the banking sector, while the tech landscape wrestles with regulatory hurdles. Discussions also highlight AI's transformational role in energy infrastructure and the evolving dynamics of the cable industry, presenting both challenges and investment opportunities.

Tensions rise as President Trump visits the Federal Reserve, sparking discussions on interest rates and economic impact. UnitedHealth faces scrutiny over its Medicare operations, causing significant stock drops. Chipotle struggles with disappointing earnings, while the airline industry flounders amid poor forecasts. The podcast also dives into Alphabet's competitive challenges in AI and Intel's mixed earnings report, highlighting key market movements and trading insights.

Get ready for a whirlwind of earnings insights! Alphabet and Tesla set the stage as tech giants report mixed results. The latest tariff news has stocks soaring, especially with Trump’s deal in Japan. Chipotle faces challenges as fast-casual dining shifts, while IBM surprises investors with unexpected results. Dive into the potential of robo-taxis and how geopolitical factors shape the future of major players like GE Vernova and Las Vegas Sands. The hosts share their top stock picks to watch, blending humor with market savvy!