CNBC's "Fast Money"

David Steinberg, CEO of Zeta Global, discusses the powerful synergy between AI and copper mining, highlighting the rising demand driven by data centers. He reveals how Zeta leverages first-party data and AI to enhance marketing ROI, targeting significant revenue returns for clients. The conversation also touches on recent M&A strategies and Zeta's strengths in integrating AI for marketing effectiveness. Lastly, the panel analyzes the Fed's policy insights and market implications ahead of the upcoming meetings.

Oracle is facing cloud margin pressures related to Nvidia chip costs, raising concerns about the AI sector's stability. Meanwhile, Amazon's Prime Day and strategic sales might breathe life into struggling retail stocks. Experts discuss consumer trends, inventory strategies, and how off-price retailers like TJX could benefit. In the commodities market, gold prices are soaring amid institutional buying, sparking debates on sustainability. Finally, sector picks for investment opportunities are shared, focusing on defensive plays and resilient homebuilders.

Mackenzie Sigalos, a tech reporter renowned for her insights on AI developments, provides an on-the-ground update from OpenAI's Dev Day, highlighting new initiatives and hardware ambitions. Osung Kwan, Wells Fargo's Chief Equity Strategist, shares his earnings preview, backed by a machine-learning model predicting market performance driven by AI and semiconductors. The guests dive into market volatility, AMD's stock movement, and discuss retail weaknesses while reflecting on broader economic trends.

Andrew Oppen, a senior industrials analyst at Bank of America, dives deep into the booming demand for data-center infrastructure driven by AI. He highlights the crucial role of cooling systems and electrical upgrades as industries adapt to AI needs. Oppen identifies key players like Vertiv and Eaton, benefiting from this shift due to their service expertise and recurring revenue models. The discussion also touches on market volatility, seasonal patterns, and standout stocks, painting a vibrant picture of the current investment landscape.

Julie Beal, a seasoned portfolio manager and regular contributor, joins to explore the current stock market landscape. She delves into the high valuations of tech stocks, questioning their sustainability amidst potential Federal Reserve adjustments. The discussion shifts to tactical asset decisions, weighing the merits of equities versus a 4% CD. Beal emphasizes long-term strategic allocations, particularly favoring small and mid-cap stocks while cautioning about downside risks. The episode also examines shifting trends in energy funding and emerging opportunities in China.

Pharma stocks are on the rise after a significant drug pricing deal, signaling optimism in the healthcare sector. The hosts analyze technical indicators that suggest a bullish trend for major companies like Pfizer and Merck. Meanwhile, Elon Musk stirs controversy by encouraging Netflix users to cancel subscriptions, raising questions about content creation and subscriber loyalty. The discussion also touches on the broader market outlook, with S&P hitting new highs, and advice for young professionals on work-life balance.

The hosts delve into the volatility of the markets, discussing banking weaknesses and rising delinquency rates. Holiday spending trends show a shift towards value retailers, while limited retail real estate construction poses challenges. There's excitement about Nike's turnaround and government stakes in critical minerals. A significant deal in pharma reveals new pricing strategies, and Instacart faces tough competition issues. The chat wraps up with innovative partnerships like Amazon and FanDuel for in-stream betting, leaving listeners informed and intrigued.

In a lively debate, traders weigh the pros and cons of investing in U.S. versus Chinese tech stocks. They explore whether the AI sector is in bubble territory amidst soaring demand. The impact of a potential government shutdown on markets is dissected, alongside Trump's tariff threats affecting furniture and media stocks. A surge in gold prices and miners' success sparks discussion on commodities. Lastly, innovative tech solutions like OpenAI's instant checkout are reshaping e-commerce, while Robinhood and crypto trends are also analyzed.

Eamon Javers, a Washington correspondent known for covering political developments and their corporate implications, dives into the impact of President Trump's comments on Microsoft regarding Lisa Monaco. He highlights the political fallout and how it could affect corporate strategies. The discussion also explores market reactions to Trump's tariffs, with insights on how they're reshaping healthcare and pharma. Javers provides valuable context on navigating the volatility and potential investment opportunities as well.

Brent Thill, a Managing Director and senior technology analyst at Jefferies, dives into the fascinating world of tech valuations. He argues that TikTok's proposed $14B valuation is woefully underestimated due to its powerful algorithm and competitive landscape. Brent also explores Oracle's focus on AI infrastructure, discussing execution risks. The conversation touches on Costco's impressive membership dynamics and Starbucks' $1B restructuring plan as market pressures rise, giving listeners keen insights into navigating today's volatile financial climate.