CNBC's "Fast Money"

The industrial average posted its biggest point gain since November 2022 as investors rushed out of the red-hot tech trade and into the tried but true. Is this the sign that the Great Market Rotation has taken hold? And where does it go from here? Plus China sales weighing on luxury retail results recently. Is this a sign that that consumer is under real stress? And how will shifting China policy impact that economy? 

 

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Stocks and sectors that would be buoyed by a Trump victory in November soared today on expectations for a GOP win. How you should play the moves, and what a Trump presidency could mean for the markets and the economy. Plus shares of Burberry sinking after a CEO shake-up. We’ll dive into the company’s struggling turnaround and the impact on the high-end retail sector. 

 

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Is there a market rotation or broadening taking place? Areas of the market that have underperformed so far this year are on a tear, so is tech’s tear finally rippling across the market? Plus Earnings season is underway. And the options pits are lighting up as investors look ahead to next week’s big reports. The names to watch, and how to trade them using options strategies.

 

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Yields dropping to their lowest level in months, as this morning’s inflation report boosted hopes of a rate cut. So is the rate retreat the greenlight for investors to rotate into the laggards? Plus Pfizer’s getting in on the weight loss drug battle. How the pharma giant is moving forward with an obesity pill after encouraging data.

 

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Shares of Apple keep climbing, and analysts are giving the tech titan the thumbs up as shipment estimates reportedly grow. But can you count on the comeback, or should you stick with the big AI winners. And speaking of AI… the tech revolution taking center stage at Allen & Company’s Sun Valley conference. How players from across various industries are aiming to use AI to boost their companies.

 

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Banks heading higher ahead of the group kicking off earnings season this Friday. The move in rates, and what Fed Chair Powell had to say on the hill. Plus No glut in the housing space. How inventory and prices are at a disconnect, and the impact on the housing in the 2nd half. 

 

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Consumer cracks starting to form, as fast food, gaming, and retail stocks all continue their decline. What the drops in these spaces could mean for consumers. Plus Presidential pressure adding up. As more calls out of Washington for President Biden to step aside. What the election volatility could mean for markets.

 

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Tech stocks rallying as Meta, Alphabet, Apple, Microsoft, and Amazon all closing at all-time highs. How today’s jobs report could impact tech’s tear, and the Fed’s next move. Plus Energy in the second half. How oil and energy stocks will play out for the rest of the year. And why price action may be lumpy as the summer wears on.

 

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Eli Lilly and Novo Nordisk getting hit as President Biden says they’re “ripping off Americans”. 

The rising costs of weight loss drugs, and the political impact on the pharma space. Plus Tesla charges higher. The EV maker reporting strong delivery numbers, extending the stock’s recent win streak. But could shares be nearing a key resistance level? How the technicals are looking in this name.

 

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Shares of Apple nearing record highs as reports of a China iPhone rebound helps fuel investor optimism. But not everyone’s believing the reversal. What analysts are saying about the recovery in the mainland. Plus Hedging into the second half. After a strong first half, here’s how you should position for the rest of the year.

 

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Shares of Nike plummeting after reporting results, as the sneaker giant warns of a major sales slowdown. But one of our traders is using the plunge as an opportunity. Plus the fast food price wars are heating up, but could the payment stocks be getting burned in the process. How that space is being impacted.

 

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Nike swooshing lower after reporting a revenues miss. The details out of the company’s conference call, and how you should play the retailer. Plus Presidential impact. A look at the economic records under President Biden and Former Presiden Trump, as the two go head-to-head in tonight’s presidential debate.

 

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Nvidia leading a semi selloff, as the company’s shareholder meeting sheds light on growing competition. What the moves mean for the chip trade. Plus Bank stocks in focus after the Fed’s stress test results. Why one investment firm’s CEO says the group is in great shape.

 

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Shares of FedEx soaring after its latest earnings report. The numbers behind the move and all the details out of the conference call. Plus, all things housing taking a hit, as economists forecast a “stuck” market for the next few years. And it’s not just the builders feeling the pain. The related names seeing some losses. 

 

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Nvidia notching another day of losses, but the broader markets aren’t taking it too hard. How investors are handling the semi slide. Plus A big jump for one biopharma stock as Alnylam delivers promising new heart drug results. What the CEO had to say about the data, and the impact it could have on the space.

 

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Has the fever broken for the high momentum stocks? Nvidia running out of steam this week, as some other high fliers also pull back. Is this just a bump in the road or the beginning of a summer slowdown? Plus Sarepta’s big surge. The biotech company getting expanded approval from the FDA for its muscular dystrophy drug. What the CEO says is next for the company.

 

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Some of this year’s red hot stocks have seemed to hit a wall. Nvidia, Chipotle, Netflix… all taking a leg lower in today’s session. Is the pullback temporary? Or could there be more downside ahead. Plus Gilead’s big boost. Shares jumping after the biotech company’s latest trial results. What the data could mean in the fight against HIV.

 

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There’s a new biggest bull on Wall Street, as Evercore’s Julian Emanuel ups his year-end price target on the S&P by 25% to a whopping 6,000/ What’s going to drive those returns and how should you play the market? Plus Industrials have been struggling so far in 2024, but one top technician says these names are about to witness a turnaround. We go off the charts to get the details.

 

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There’s a new biggest bull on Wall Street, as Evercore’s Julian Emanuel ups his year-end price target on the S&P by 25% to a whopping 6,000/ What’s going to drive those returns and how should you play the market? Plus Industrials have been struggling so far in 2024, but one top technician says these names are about to witness a turnaround. We go off the charts to get the details.

 

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Apple and Netflix both having strong weeks as the stocks trade near record highs. What’s next for the names and what could their rise mean for the rest of the markets? Plus long-struggling Gilead getting a boost today on early results of its experimental obesity pill. Can it effectively compete with the likes of Eli Lilly and Novo Nordisk?

 

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Tesla shareholders voting on CEO Elon Musk’s pay package. The billions that could come his way, and if the EV maker’s incorporation will stay in Delaware or head to the lone star state. Plus Media stocks in the red as the future of television and streaming continue to evolve. What the stock moves could be telling us about the media landscape.

 

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Another pause out of Powell, as the Federal Reserve leaves rates unchanged, noting some progress on inflation. What the central bank is forecasting for rate cuts this year. Plus The rate decision’s impact on financial stocks. Why one top bank analyst says it could be a boost for the group.

 

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Shares of Apple jumping to record highs just a day after falling flat on its new AI announcements. The turnaround for the tech titan, and what it means for the market. Plus The weight loss wars rage on… and we’re honing in on oral version of GLP-1’s. How one pharma stock is faring in the space, and how their results stack up against the competition.

 

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Apple upping the AI wars with their latest announcement: Apple Intelligence. How the new tech titan’s new push into AI will stack up, and how they’re incorporating ChatGPT. Plus European elections skewing to the right, all while investors here at home await a key Fed decision. How it all will impact markets.

 

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Rates surging after this morning’s stronger-than-expected jobs report. How the hot data is impacting the likelihood of a Fed rate cut. Plus Gamestop taking a big leg lower, as the company plans a big stock sale. What they could do with the money, and how Roaring Kitt’s livestream didn’t seem to help shares.

 

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Veteran "Halftime" guest and investor Jim Lebenthal sat down with CNBC's Dominic Chu to discuss how the former nuclear engineer and U.S. Navy officer created a science-minded approach to fundamental analysis and value investing that has led to a decades-long career on Wall Street. Lebenthal goes into detail on how he uses different fundamental analytical tools, walking Pro subscribers through how he finds price-to-earnings growth ratios of stocks like Amazon and Nvidia. He also gives examples of how to incorporate tools from technical analysis to help augment his decision-making process, and fields stock-specific questions from Pro subscribers. CNBC Pro Talks features one-on-one interviews with Wall Street’s top investors, smartest traders and rising stars. CNBC’s Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC Pro Talks is a monthly interview series that’s part of CNBC’s premium subscription service, CNBC Pro. To hear the full Pro Talk interview—including specific stock picks and investment strategies—listeners can subscribe to [cnbc.com/protalks].

Commodities rising across the board, as oil, metals, and agricultural prices all climb. But as those all head higher, rates continue to fall. What the moves could be saying about the market. Plus Eli Lilly’s Alzheimer’s treatment raising some eyebrows at the FDA. What regulators are flagging, and how it could impact the future of the drug.

 

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Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed. 

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The traders lay out the one chart telling the real market story. How the levels and price action in these areas could detail where stocks head next. Plus One telehealth company launching a weight loss drug tracker, as the surge in popularity causes shortages. How they’re tipping the scales in the obesity drug wars.

 

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Barrels, builders, and the big semi trade. Three areas of the market with major moves today. How you should play oil, homebuilders, and the chip stocks. Plus India and Mexico markets heading in very different directions as election results impact stocks. What the divergence means for your money. 

 

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May trading in the books, and after a tame inflation read this morning, investors are honing in on June trading. How to position, and where your money can get the best bang for its buck. Plus A crude reality for oil, as the commodity notches its worst month of the year. And with the latest OPEC meeting kicking off Sunday, will energy be able to turn things around?

 

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Stocks tumbling as investors eye tomorrow’s key inflation read. But will the PCE data show the Fed’s finally getting on top of inflation. Plus… Foot Locker kicking higher after earnings. How the sneaker company is implementing their turnaround plan… and if this name can keep running.

 

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Rates continue their climb higher, and besides a powerhouse move in Nvidia, stocks have been feeling the pain. Will the rising rate environment continue to be a headwind for companies? Plus… Retailers rising after results. Dicks Sporting Goods, Chewy, and Abercrombie & Fitch all soaring after reporting. But will those same rising rates put pressure on the consumer? Why a former retail exec says the shopper can handle it.

 

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Is there more trouble brewing in the office real estate space? The shocking stat that could mean big problems for lenders, and why the government may need to get involved. Plus Insmed’s incredible day. The pharma stock surging as new drug trial results blow past expectations. What it could mean for the future of the company.

 

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The Nasdaq closed at a record, as did a slew of stocks across sectors. But should you buy into these names now? Plus, Burger King following McDonald’s lead in offering a $5 menu, but will it be enough to draw in customers and drive up sales?

 

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Shares of Nvidia surging after earnings and its 10-for-1 stock split announcement, but after another big jump, is the stock still a buy? If the chip giant’s rally can keep running. Plus More headwinds for Boeing. The company announcing it expects to burn cash this year, and that deliveries won’t be getting any better. The latest Boeing bruise, and if this stock can turn things around.

 

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Shares of the semi giant jumping after it reported a big beat on earnings and revenue and announced a 10-for-1 stock split. It also raised its dividend by 150% percent. So did the company just give the green light for the AI trade? Plus two very different reads from retail stocks and where Ether is going from here.

 

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Potential homebuyers are feeling the pain as housing affordability hits a staggering new milestone. The data keeping Americans out of the real estate market. Plus Could Lululemon’s business be getting strained? The stock’s biggest bear lays out why he sees this company going downward dog next year.

 

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Shares of JPMorgan losing steam in the session after CEO Jamie Dimon’s comments on owning the bank, and his own succession plans. Where the financial heavyweight is heading next. Plus Telehealth provider Hims & Hers surging after announcing it will offer GLP-1 injections. How they’re hoping to tip the scales in the obesity drug wars.

 

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Tech in focus as Microsoft and Nvidia both gear up for big events next week. How Microsoft’s AI ambitions are being received, and if Nvidia can beat expectations when results cross the wires. Plus China’s central bank to the rescue. How regulators are hoping to get consumers spending again.

 

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The Dow Jones Industrial Average hitting 40,000 for the first time ever as the surge in Walmart boosts the group. But could the retailer’s strength be short-lived? Plus A housing market divided. Commercial and residential real estate showing signs of stress, but there’s one area of housing seeing a boom. How luxury real estate is building a strong foundation.

 

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The S&P, Dow, and Nasdaq all hitting fresh record highs after this morning’s lighter-than-expected CPI data. How the new inflation data could impact the Fed’s rate cut timeline. Plus Banks breaking out. The KBW index hitting a 52-week high, and Chris Verrone is hitting the charts to find out where the group could be heading next.

 

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Volatilty at multi-month lows as investors brace for tomorrow’s big CPI data. Are investors just holding their breath before the key inflation report? Plus Lionsgate out with a roar. The studio debuting on the nasdaq today, as one of the largest pure play content companies in the world. So how will the studio stand out from competition?

 

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Chinese stocks staging a stealth rally as EV tariffs loom. How U.S - China relations will impact the space, and the names that could get hit the hardest. Plus The Kitty Comeback. Shares of Gamestop soaring as the trader behind 2021’s meme-stock mania makes his online return. What it could mean for Gamestop and the other stocks rallying on the hype.

 

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McDonald’s rolling out a new low-priced meal as cash-strapped customers tighten their purse strings. The latest signs of the consumer crunch, and the sentiment at its lowest level of the year. Plus China stocks rebound. Mainland momentum picking up, as China’s FXI outperform the S&P 500 this year. How the overseas opportunities could help boost your portfolio.

 

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Stocks jumping as investors await another big round of economic data, so where are traders waiting things out? Their highest conviction trades, and if the names are right for your portfolio. Plus Media companies looking to make the shift into streaming. But they better get a move on…as Netflix’s recent comeback proves why it’s currently the king of streaming.

 

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Earnings keep rolling in, and different stories are being told about the consumer. The areas seeing strength, and the groups raising the red flag. Plus… A check on chips. From a U.S-China license revoking… to the names that could keep surging. Where one semi analyst sees this trade heading next.

 

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Shares of Disney tumble as the media giant looks to make its streaming business profitable. 

The hurdles they face, and how a consumer under pressure will impact the company. Plus relying on Nvidia. Can the AI trade continue its run? Or does a pullback in the name spell trouble for the broader market?

 

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10-year yields are down about 25 basis points from their recent highs, but are they falling for the right reasons? And what does the move mean for the markets? Plus, former Starbucks CEO Howard Schultz weighing in on the company’s latest earnings report and the leadership of the man he chose to replace him. How will his comments impact the company now? 

 

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Shares of Apple surging after the company announced the biggest share buyback in history, but was the news just a bit of financial engineering to distract investors from slowing sales? Plus Starbucks continued to drop after its disappointing earnings report. Is this stock actually so bad it's good? 

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