CNBC's "Fast Money"

The podcast dives into the recent stock market downturn, primarily due to inflation fears reaching a 32-year high. Major tech companies, particularly the 'Magnificent Seven,' face significant challenges. The looming 'Liberation Day' promises potential tariff changes that could impact consumer prices. Discussions include the struggles of retailers like Amazon and Lululemon amid changing consumer trends, and an intriguing AI acquisition worth $80 billion. The importance of diversification and a balanced investment strategy in a volatile climate is emphasized.

Auto stocks are feeling the heat from a new 25% tax on imported vehicles, raising concerns across multiple sectors. The ripple effects may hit pharmaceuticals and raw materials hard. Meanwhile, an oil analyst shares insights on the energy market's resilience, as prices hold steady at $70 a barrel. The discussion also touches on Lululemon's disappointing earnings and the evolving strategies of financial services targeting high net worth individuals. Tune in for a deep dive into these impactful market shifts and emerging trends!

Former President Donald Trump discusses the newly announced auto tariffs, detailing their potential ramifications for major automakers like GM, Ford, and Tesla. Phil LeBeau, a seasoned automotive analyst, breaks down the expected impact on vehicle costs and the supply chain. They explore how these tariffs could shift the industry landscape, affect consumer behavior, and spark job growth in domestic manufacturing. The conversation also touches on emerging tech trends in the automotive sector and the broader economic implications of the tariffs.

Walmart's stock plunge signals a drop in consumer confidence, hinting at a possible recession. A Chinese tech leader warns of an AI bubble, while some analysts remain optimistic about the AI market's potential. The podcast also dissects the dynamics of the job market and how economic fears are reshaping consumer spending. Meanwhile, casino stocks are fluctuating amid changing investor interests, and excitement brews around Waymo's new robo-taxi service. Insights into biotech deals and Chinese IPOs round out this informative discussion.

Stocks are soaring as optimism grows around potential tariff adjustments. The conversation dives into the implications for key sectors, including a weight loss pharmaceutical company that's innovating with oral treatments. Insights on how traditional players are faring in the competitive obesity drug market and the challenges facing Disney at the box office add to the intrigue. The episode wraps up with analysis of stock performances and highlights future strategies for navigating market dynamics.

The discussion kicks off with President Trump's flexible tariff comments and their potential boost to the stock market. There's a deep dive into how U.S. sanctions on Iran and OPEC's strategies are shaping oil prices. The financial struggles of Nike following a dismal earnings report highlight leadership challenges, while Boeing celebrates a significant contract amid fluctuating tariffs. Finally, insights into high yield bonds and strategic investment recommendations wrap up the conversation, showcasing the current market dynamics.

In this discussion, Frank Holland, a CNBC reporter with a keen eye on market dynamics, dives into Nike's latest earnings amid revenue challenges and strategic shifts. He highlights the company's performance in key markets and emphasizes the importance of product innovation. The conversation shifts to the political spotlight on Tesla, exploring how it became a hot topic and gauging its future potential as shares remain significantly down. The impact of economic uncertainties on both companies offers listeners valuable insights into navigating the current market landscape.

Stocks ticking higher as the central bank leaves rates unchanged. What Powell had to say about the next move in rates, and where they stand in the fight against inflation. Plus SoundHound AI expanding its partnership with Nvidia, as the AI voice tech company looks to grow out its models and applications. What the CEO says about the collaboration, and if this stock can make a comeback. Fast Money Disclaimer

All eyes on Nvidia as the AI chip giant gets underway. What CEO Jensen Huang had to say about the next moves in its AI strategy, and if the stock can bounce back from its recent drop. Plus Another key Fed decision on deck, as investors await the central bank’s next rate move amid the market volatility. How one top market strategist sees tomorrow playing out, and where he’s finding opportunity these days. Fast Money Disclaimer

International markets have outperformed the U.S. in a big way this year, but will the trend continue into Q2? Where are out traders see the biggest global gains, and if they’re betting on more divergence between the markets. Plus NIH funding cuts putting drug development on the chopping block. The names feeling the impact, and what’s at stake in the pharma space.Fast Money Disclaimer