CNBC's "Fast Money"

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!

The discussion kicks off with the potential elimination of capital gains taxes on housing sales and its predicted impact on home prices. A chief economist warns of the consequences for first-time homebuyers amid rising mortgage rates and supply shortages. The hosts dive into Netflix's shaky quarterly figures, raising concerns about the streaming giant’s future. Meanwhile, Texas Instruments faces a stock drop due to a cautious outlook on the automotive sector, all while meme stocks like Kohl's experience unpredictable surges.

Google is poised for a promising earnings report, aiming for its longest win streak in years, bolstered by advancements in AI. Japan's election results have strengthened the Yen against the dollar, impacting market dynamics. Meanwhile, Sarepta's stock faces dire predictions as the company defends its gene therapy drug against FDA scrutiny. Analysts raise alarms about its future, suggesting it could plummet to zero. The podcast also touches on broader market trends, including semiconductor challenges and retail shifts.

Major tech companies gear up for big earnings reports, with a spotlight on Google's competition with Microsoft and ongoing AI developments. The market reacts cautiously to Netflix's struggles despite positive numbers. In cryptocurrency news, the newly signed GENIUS Act brings hope for regulatory clarity and stability, impacting Bitcoin and stablecoins alike. Experts weigh in on how these changes could drive future investment strategies amidst ongoing economic uncertainties.

Netflix reports strong earnings but faces stock challenges amid high production costs. GE Aerospace shines with impressive growth, while Elevance Health struggles in the market. The conversation shifts to crypto regulations as new bills progress in Congress, spotlighting Bitcoin's surge and stablecoin implications. Market dynamics are explored, including shifts in the dollar's strength and gold prices, alongside trading strategies influenced by recent corporate earnings and the evolving landscape for streaming services.

Steve Liesman, CNBC's Senior Economics Reporter, dives into the escalating feud between President Trump and Fed Chair Jerome Powell and its impact on the bond market. He discusses how political pressures are shaping interest rates and risks tied to monetary policy independence. The conversation also touches on the mixed earnings report from United Airlines and the implications for the airline industry. Steve shares insights on tech earnings expectations, especially with AI's influence, and the rising importance of cryptocurrency as a hedge against fiat devaluation.

Tim Seymour, a seasoned trader and market commentator, dives deep into Nvidia's pursuit of a license to sell H20 chips in China and its implications for AI investments. The conversation shifts to the anticipated earnings from major banks and the potential market reactions. Lastly, Seymour discusses Trump's threats against Fed Chair Powell and a Wall Street forecaster's warning about the inflation risks tied to such political pressures. It's a mix of market insight, economic analysis, and geopolitical concerns that keep listeners on their toes.