CNBC's "Fast Money"

Gil Loria, Head of Technology Research at D.A. Davidson, shares insights on Apple’s AI strategies and Oracle’s cloud growth. Lori Calvasina from RBC discusses market sentiment at record highs and investment strategies amidst geopolitical concerns. They analyze potential market corrections, the impact of China’s declining manufacturing data, and the competitive landscape in tech. With Home Depot's strategic moves and evolving investor attitudes toward AI, the conversation offers a comprehensive view of current market dynamics and future opportunities.

Markets experienced a brief surge before pulling back, influenced by stalled U.S.-Canada trade talks. Big banks passed stress tests, while Nike celebrated its best stock day in years after a strong earnings report. Tensions rise between President Trump and Fed Chair Jerome Powell, with speculation around a potential 'shadow chair' at the Fed. Discussions also highlight Boeing’s recovery amid competitive challenges, alongside investment strategies in the crypto and oil sectors, showcasing the interplay of politics and market dynamics.

In this insightful discussion, Sarah Eisen, a seasoned financial journalist reporting live from the NYSE, breaks down Nike's recent earnings amidst a backdrop of rising stock indices. She delves into the stealth rally in various sectors, particularly the impact of market dynamics on banking stocks. The conversation highlights Nike's strategic shifts in response to challenges in key markets like China, tariffs, and evolving competition in athleisure. Eisen's expert analysis brings clarity to the intricate landscape of consumer trends and investment opportunities.

The hosts engage in a lively 'Would You Rather' game, debating whether to invest in tech giants like Microsoft, Nvidia, and Apple. They analyze recent stock performances and the implications for the future, particularly for Microsoft's AI advancements. The podcast also delves into the housing market's slowdown and its impact on tech stocks, while examining changes in consumer preferences affecting General Mills. Lastly, they explore the booming demand for data centers driven by AI, highlighting both opportunities and challenges.

The S&P 500 is approaching record highs as investors react to recent Middle Eastern developments. FedEx shares are struggling despite positive earnings, casting shadows over the logistics sector. Exciting news in the weight loss drug space unfolds with Scholar Rock's promising trial data and CEO insights. Meanwhile, financial innovations emerge in the stablecoin market, reshaping payment dynamics. Overall, the podcast navigates through the volatile interplay of stocks, geopolitics, and new medical breakthroughs.

Crude oil prices are tumbling following Iranian missile strikes on U.S. bases in Qatar, raising eyebrows about market resilience amid geopolitical tensions. The talk shifts to Novo Nordisk’s decision to sever ties with Hims & Hers, sending ripples through the weight loss drug market. In addition, cybersecurity firms see a surge as threats escalate, while homebuilders face significant challenges with rising costs and demand drops. Lululemon also struggles with disappointing earnings, fueling discussions of shifting consumer behavior and market dynamics.

In this discussion, Paul Sankey, an expert in oil market analysis, shares insights on how geopolitical tensions affect oil prices. Steve Leisman dives into the Federal Reserve's debates over potential interest rate cuts, highlighting differing views from key officials. They also explore the implications of a newly passed stablecoin bill and its potential impact on the cryptocurrency market, particularly with Circle’s rising fortunes. Together, they unpack how these elements could reshape the financial landscape this summer.

Michael Kontopoulos, Deputy Chief Investment Officer at Richard Bernstein Advisors, shares insights on the Federal Reserve's steady interest rate decision and its implications for financial markets. Halima Croft, RBC's global head of commodity strategy, discusses how geopolitical tensions, particularly the Israel/Iran conflict, could disrupt oil prices. The conversation also navigates the risks of stagflation, consumer behavior amidst rising energy costs, and the future outlook for stocks like Oracle, highlighting the intricate ties between global events and financial performance.

Eamon Javers, a CNBC reporter, provides crucial insights on how the escalating Iran-Israel conflict is affecting U.S. markets, particularly through rising oil prices and defense stocks. Peter Bookfar, Chief Investment Officer at Bleakley Financial Group, discusses the declining dominance of the dollar and central bank diversifications. They also examine significant impacts on solar stocks due to new tax legislation and debate whether these companies can recover. Geopolitical tension, currency dynamics, and tech advancements create a complex financial landscape.

Stocks are showing gains as investors monitor the escalating Israel-Iran conflict. The discussion shifts to whether the Mag7 or Legacy tech stocks will lead the charge in market recoveries. A significant drop in Sarepta Therapeutics causes concern, with expert insights on the future of the biotech sector. Additionally, the tech industry's booming valuations amidst geopolitical tensions is highlighted, alongside the performance shifts in both large banks and luxury markets.