CNBC's "Fast Money"

Rich Greenfield, a media and tech analyst at Lightshed Partners, dives into Netflix's impressive earnings, highlighting significant subscriber growth and the effectiveness of its ad-supported plans. He discusses competition in the streaming arena and the implications for Netflix's stock. Additionally, Greenfield examines China's recent stimulus efforts, revealing why they're failing to alleviate housing market woes, leaving investors disheartened. The conversation also touches on emerging trends in tech investments and market dynamics.

Dan Suzuki, Deputy Chief Investment Officer at Richard Bernstein Advisors, shares his insights into the current market rally and sector performances. Tom Rogers, media veteran and founder of CNBC, discusses shifts in financial dynamics. Phil Lebeau sheds light on alarming growth in underwater auto loans, raising questions about its impact on the automotive industry. The conversation navigates optimism in consumer savings while highlighting the challenges posed by rising loan delinquencies, setting the stage for potential market shifts ahead.

Dan Niles, founder and portfolio manager of Niles Investment Management, discusses the recent downturn in chip stocks, particularly ASML’s warning about weak sales in China. He examines if the semiconductor surge has peaked and where potential investment opportunities might lie. Sarah James, Managing Director at Cantor Fitzgerald, analyzes UnitedHealth's troubling earnings report, emphasizing rising medical costs and its worst day since the pandemic, sparking discussions about future strategies in the healthcare sector.

Venture investor Bradley Tusk, CEO of Tusk Venture Partners and notable backer of companies like FanDuel and Coinbase, dives into the vibrant world of tech, crypto, and AI regulation. He discusses the soaring stock performance of NVIDIA, fueled by AI advancements, and shares insights on emerging market trends as earnings season approaches. Tusk highlights opportunities within the evolving tech landscape and the regulatory challenges that lie ahead, providing a forward-looking perspective on investment strategies.

Phil LeBeau, a CNBC reporter, dives into Boeing's dismal outlook with a projected $10 loss per share and major workforce cuts. Meanwhile, Gene Munster, an analyst, analyzes Tesla's underwhelming Cybercab reveal, raising questions about its future in the autonomous vehicle race against competitors like Uber. The podcast highlights market highs driven by strong banking performance while discussing broader economic implications, from hurricane impacts on insurance stocks to China's economic shifts and their effects on the global market.

A deep dive into the illicit trade of weight loss drugs reveals a shocking counterfeit crisis surrounding popular medications like Ozempic and Wegovy. The investigation uncovers dangers posed to consumers, particularly from fake products flooding the market, often sourced from places like China. Tactics used by criminals and the broader implications for public safety are explored. The global ramifications of this counterfeit epidemic highlight urgent regulatory challenges and risks to patient health.

Greg Friedman, CEO of Peachtree Group, dives into the complexities of the commercial real estate market amid rising interest rates. He discusses the recent Fed rate cuts and how they're affecting deal-making opportunities. The conversation touches on the struggles facing the office sector while identifying potential growth areas in hotels and multifamily properties. Friedman also highlights contrasting strategies among banks as they prepare for quarterly earnings, offering insights into the broader economic outlook and the implications for investment strategies.

Eamon Javers, a CNBC reporter, dives into the DOJ's bold move to break up Google, discussing the potential impacts on the tech giant and investors. Andy Constant shares insights on the economy and interest rates, highlighting market uncertainties. Gene Munster offers a bullish perspective on Tesla while teasing an upcoming robotaxi event. They also uncover the alarming rise of counterfeit obesity drugs, exposing health risks and the chaos in the weight loss market, encouraging consumer awareness amidst this hidden danger.

John Rutledge, Chief Investment Strategist at Safinad, breaks down Nvidia’s impressive stock rebound and its status in the AI market. Phil LeBeau provides insights into General Motors’ aggressive electric vehicle production goals and their recent profitability forecasts. Contessa Brewer reports from the Global Gaming Expo, touching on industry trends and innovations. Together, they explore the broader market implications and the challenges posed by economic shifts and geopolitical tensions.

This discussion features Peter Bookvar, CIO of Bleakley Financial Group, who dissects rising bond yields and their impact on stock investors. CNBC reporter Angelica Peebles brings fresh insights on market dynamics amid geopolitical tensions. Analyst Brent Thill shares thoughts on Amazon's recent stock downgrade and the importance of AWS for its future. The panel explores the effects of Hurricane Milton and the contrasting fortunes of tech stocks, while discussing strategic shifts in major companies, including Pfizer's financial recovery efforts.