Big Tech Reports… And Opportunities in Private Credit 1/29/25

CNBC's "Fast Money"

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46:55

The War and Treaty’s Michael and Tanya Trotter grew up in Cleveland, Ohio, and Washington, DC, respectively, but both have family roots in the South. They also grew up in the musical traditions of their churches – Tanya in the Black Baptist Church and Michael in the Seventh Day Adventist Church – where they learned the power of song to move people. After becoming a father at a very young age, Michael eventually joined the armed forces and served in Iraq and Germany, where he took up songwriting as a way of dealing with his experiences there. Meanwhile Tanya embarked on a singing and acting career after a breakthrough appearance in Sister Act 2 alongside Whoopi Goldberg and Lauryn Hill. Now, after a long and sometimes traumatic journey, Michael and Tanya are married, touring, winning all sorts of awards, and set to release their fifth album together, and their fourth as The War and Treaty. Sid talks to Michael and Tanya about the new record, Plus One , as well as their collaboration with Miranda Lambert, what it was like to record at FAME studios in Muscle Shoals, and how they’re blending country, soul, gospel, and R&B. Learn more about your ad choices. Visit podcastchoices.com/adchoices…

about a year ago 43:48

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Big Tech earnings are underway, with Microsoft, Meta, and Tesla all delivering results. The trades on these names, and how Nvidia is faring amid DeepSeek concerns, as well as latest chip restrictions from the White House. Plus Opportunities in Private Credit. How rising interest are impacting the space, and where our next guest is seeing the best returns.

1896 episodes

Big Tech Reports… And Opportunities in Private Credit 1/29/25

CNBC's "Fast Money"

3,228 subscribers

published about a year ago

MP3•Episode home

Fast Money Disclaimer

1896 episodes

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1
Market Sell-Off Intensifies… And The Tech Wreck’s Next Move 3/10/25 43:49

10 hours ago43:49

43:49

Stocks dropping hard to kick off the week, as recession fears grip Wall Street. The sectors seeing the most pain, and what our traders need to see to believe the sell off is nearing an end. Plus Tech taking it on the chin, as the Nasdaq falls even farther into correction territory. What one top tech analyst sees in store for the Magnificent 7 names, and how much more turmoil the tech trade will endure. Fast Money Disclaimer…

1
Stocks Wrap Up Volatile Week… And Dissecting The Tech Wreck 3/7/25 43:45

3 days ago43:45

43:45

Stocks bouncing back Friday after a very volatile week. The S&P posting its worst week since September as a weak jobs report, Fed comments, and more tariff headlines rock markets. So will the volatility continue? And A take on Tech, as Meta erases nearly all of its record rally gains. Why one VC investor expects mor “chop” in the trade, and where he’s putting his money to work. Fast Money Disclaimer…

1
Financials Hit Hard In Sell-Off… And Tesla’s Reputation At Risk 3/6/25 43:52

4 days ago43:52

43:52

Trade War concerns sending stocks plunging, as the Nasdaq enters correction territory. But it wasn’t just Tech getting wrecked. How the financials are faring, and how some of the biggest banks are getting hit the hardest. And Global backlash over Elon Musk taking a toll on Tesla. Why one leadership expert says a CEO split could push the EV maker back in the right direction. Fast Money Disclaimer…

1
Impact Of Currency & Energy Declines.. And Market Reality Check On China 3/5/25 42:57

5 days ago42:57

42:57

Declines in the U.S Dollar and Crude Oil taking hold of the market this week, as geopolitical tensions heat up. How the latest tariff headlines are hitting currencies and commodities, and the impact it has on the broader market. Plus Markets in need of a China reality check? Why one expert warns investors aren’t as concerned about geopolitical risks as they should be. Where he sees the tariff trade war heading next. Fast Money Disclaimer…

1
Trade War Escalates… And Target’s Big Drop 3/4/25 43:47

6 days ago43:47

43:47

Stocks paring losses as trade war tensions escalate. The latest tit-for-tat of tariffs, and the impact it’s having on nearly every part of the market. Plus Retail earnings getting underway, and Target is kicking things off with a drop. The sales warning they’re forecasting, and what it’s saying about the health of the consumer. Fast Money Disclaimer…

1
Stocks Drop On Canada, Mexico Tariff Update… And Impact Of A Crypto Reserve 3/3/25 43:39

7 days ago43:39

43:39

Stocks selling off as President Trump confirms tariffs on Mexico and Canada will go into effect tomorrow. The implications for the broader market, and the sectors seeing the most pain in today’s brutal day on Wall Street. Plus Crypto prices jump, then drop… as Trump announces plans for a strategic crypto reserve. The digital assets being included, and what it means for prices in the near term. Fast Money Disclaimer…

1
Stock Wrap Up February Flop… And Bitcoin’s Dip 2/28/25 46:34

10 days ago46:34

46:34

Stocks closing out a rough February, as the tech unwind pushes the Nasdaq to close out its worst month in nearly a year and a half. And the Oval Office clash didn’t help things either. How the traders are handling the markets with March trading kicking off on Monday. Plus Crypto’s pullback. Bitcoin briefly dipping below $80,000 as the crypto market continues to drop. Where one crypto firm CEO sees the space heading next. Fast Money Disclaimer…

1
Fast Money 2/27/25 46:33

11 days ago46:33

46:33

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

1
Nvidia Reports Results… And A Big Move In The Pharma Space 2/26/25 43:43

12 days ago43:43

43:43

Shares of Nvidia on the move after reporting its latest results. How the Fast Money traders are handling the semi giant, and the impact it has on the broader market. Plus Madrigal Pharma surging on the back of results. The latest drug data pushing that name higher, and what the CEO has to say about the company’s next move. Fast Money Disclaimer…

1
Risk On Gets Wrecked… And What’s Behind The Move In Rates? 2/25/25 43:06

13 days ago43:06

43:06

The risk on trade gets wrecked, as most of the Mag-7 stocks and the broader tech trade fall deeper into the red. Where investors are moving their money, and if there’s more pain ahead for the group. And that flight to safety helping push rates even lower… as economic uncertainty fuels the bond market moves. Where Treasurys are heading next, and the impact on the broader market. Fast Money Disclaimer…

1
Losing Momentum?... And How Nvidia’s Results Will Impact Stocks 2/24/25 43:51

14 days ago43:51

43:51

The momentum trade losing just that… as the tech heavy Nasdaq flirts with negative territory for the year. The stocks seeing the biggest drops, and the sector heading higher amid the volatility. Plus Nvidia results just days away, and as markets look to shake off last week’s sell-off, the report could have a big impact on the broader markets. What to expect from Nvidia, markets, and more. Fast Money Disclaimer…

1
Stocks Drop With Nvidia Results On Deck… And State Of The Housing Market 2/21/25 43:53

17 days ago43:53

43:53

Stocks tumbling as weaker-than-expected consumer sentiment data, as well as a big drag from UnitedHealth, weigh on investors. And with all eyes on Nvidia’s earnings report next week, how should you position ahead of the week ahead? Plus A big week for housing data. Home sales dropping sharply as prices hit an all-time high for January. What one top economist sees in store for housing, and if the spring shopping season can turn things around. Fast Money Disclaimer…

1
Banks Break Down… And Alibaba’s Big Run 2/20/25 43:49

18 days ago43:49

43:49

Financial stocks getting hit in today’s session, with the likes of JPMorgan, Goldman Sachs, and Morgan Stanley all taking it on the chin. And one of our traders is seeing even more pain in one section of the trade. Plus Alibaba surging more than 60% this year, and it’s only February! The latest earnings results that had investors boosting that name even higher, and how it could impact the broader China trade. Fast Money Disclaimer…

1
Walmart’s Report More Important Than Nvidia’s?... And Apple’s Cheaper AI IPhone 2/19/25 1:25:52

19 days ago1:25:52

1:25:52

Walmart results due out after the bell tomorrow, and one of our traders says this could be the most important report of the season. How higher earners are helping boost the retail giant’s numbers, and if the growth has staying power. Plus AI capabilities, but for less. Apple’s latest iPhone unveiling, and what the lower cost model will mean for the tech giant’s lagging sales. Fast Money Disclaimer…

1
Checking In On The Housing Market… And The Future of Pharma & Health Care 2/18/25 43:36

20 days ago43:36