CNBC's "Fast Money"

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.

David Zervos, Chief Market Strategist at Jefferies, shares his insights on the current macroeconomic landscape and Fed policy. He emphasizes a bullish outlook despite valuation concerns expressed by Fed Chair Powell. The discussion also dives into AI's transformative effects on jobs and monetary policy. Additionally, there’s an intriguing exploration of market volatility, particularly regarding Intel’s financial strategies and Alibaba's ambitious AI plans. Zervos maps out how evolving policies could shape growth expectations, all while considering the auto sector's resilience.

Gil Luria, a Managing Director at D.A. Davidson, joins to dissect the complexities of capital allocation within AI infrastructure, questioning which tech giants truly benefit from these investments. Meanwhile, Rich Greenfield, a co-founder of Lightshed Partners, dives into the controversy involving Disney and Jimmy Kimmel, exploring the shifting dynamics between broadcast and streaming, and what this means for advertisers. The conversation also touches on Micron's encouraging earnings and the surprising effects of weight-loss drugs on restaurant visits.

Eamon Javers, a CNBC reporter focused on international and economic policy, shares insights on U.S.-Argentina market developments. Angelica Peebles, covering the latest from the White House, discusses administration statements regarding acetaminophen and its implications for public health. Dr. Ashish Jha, Dean of Brown University School of Public Health, critiques the evidence linking acetaminophen use in pregnancy to autism. Exciting market movers are also explored, including NVIDIA's massive investment and impressive iPhone sales.

DeWardrick McNeil, a former Obama administration official and senior policy analyst at Longview Global, shares insights on U.S.-China relations. He discusses the complexities of TikTok's regulatory landscape and the implications for trade. The conversation also highlights the impact of recent equity highs and rising yields on markets. Don't miss the detailed analysis on how geopolitical factors influence investment strategies, alongside the latest trends in Apple launches and the EV sector.

Traders dive into market risks, spotlighting David Tepper's caution on valuations and the significance of small caps. The impact of NVIDIA's $5B investment in Intel sends ripples through the chipmaker sector. FedEx impresses with a revenue outlook boost and plans for a freight spinoff. Discussions also include Comcast's decision to spin off Versant and the implications for revenue trends. The panel wraps up with insights on media implications from Jimmy Kimmel's suspension and a mixed quarter from Lennar amid housing affordability concerns.