CNBC's "Fast Money"

Discussion on Nvidia's impressive growth and the potential market pullback. Analyzing the strain on consumers, Micron's role in AI, and performance of discretionary stocks. Exploring challenges in the real estate sector, Boeing's safety culture, and KB Home's earnings report.

Wall Street's biggest bull raises S&P year-end target, Industrials poised for a turnaround. Market rally predictions, tech companies' performance, home builders analysis, REITs trends, Best Buy's AI growth potential, industrial sector bounce, AI in insurance industry, Broadcom and Tesla stock analysis.

Apple and Netflix soar to record highs, Gilead gains on obesity pill news. Market analysis of big tech companies and impact of AI on Apple. Comparing Walmart and Target performance. Boeing's challenges in aviation industry. Gilead's new GLP-1 drug entry into weight loss market.

Elon Musk's controversial $56 billion pay package at Tesla, relocation discussions, media stock trends. Trump's economic policies, tax reforms, and market updates. Adobe's strong earnings, Paramount-Warner Bros Discovery changes. Musk's future plans for Tesla, media stocks under pressure, liver disease treatment competition.

Federal Reserve keeps rates unchanged, focus on inflation progress. Impact on financial stocks discussed. Broadcom's stellar performance, stock split announced. Market performance, investment opportunities in AI highlighted. Bank trades analyzed, potential impact of Fed decision on financials.

The CEO of Structure Therapeutics discusses the weight loss market and their promising GLP-1 pill. Apple's stock hits record highs post-AI announcement. The podcast also covers market momentum, tech stocks, labor market impact, and the competitiveness of Structure Therapeutics' weight loss drug.

Apple introduces Apple Intelligence at WWDC with AI advancements, including ChatGPT. European elections leaning right impact markets. Nvidia and AMD stock performance post-split analyzed. Eli Lilly gains FDA support for Alzheimer's drug. European political landscape and market performance discussed.

Rates surge after strong jobs report, impacting Fed rate cut likelihood. Gamestop dips with stock sale plans. Roaring Kitty's livestream fails to boost shares. Apple's AI strategies and Gamestop woes discussed.

Jim Lebenthal, a veteran investor with a science-minded approach to fundamental analysis and value investing, discusses his unique background and how he uses different fundamental analytical tools to find price-to-earnings growth ratios of stocks like Amazon and Nvidia. He also talks about incorporating tools from technical analysis and answers stock-specific questions from Pro subscribers, emphasizing the importance of going back to the fundamentals for better investment decisions.

Commodities prices rise while rates fall, signaling market trends. FDA flags concerns over Eli Lilly's Alzheimer's drug impact. Discussing investments in changing market landscape, Amazon vs. Walmart growth, and antitrust investigations into AI industry players.