CNBC's "Fast Money"

The first half of the year ends with chips and semiconductors soaring and software sinking. How the Magnificent 7 can stay afloat after the major software losses, and if gains in the chip and semi space will continue in the second half. Then, Neuberger senior research analyst Kevin McCarthy lays out what’s next for Nike after its fourth-quarter earnings results, and if investors are running to other discretionaries. Plus, Bitcoin on track for its lowest levels since 2024, the trillion-dollar defense industry, and telecom trading at near-two year lows.

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Tech recovering to kick off the week, but all eyes are on Apple, as the company seeks approval to buy chips from blacklisted Chinese company CXMT. How the Trump admin will respond, and what it could mean for the U.S. chip trade. Then, Jefferies chief market strategist David Zervos gives his take on the Supreme Court’s block of Trump’s attempt to fire Lisa Cook, and why he’s still bulled up for the second half of the year. Plus, Microsoft’s next move as it paces for its worst month since 2000, Comcast stock surges after announcing plans to spin off NBCUniversal and Sky, and if Nike can bounce back from its rough year with its earnings report tomorrow.

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A rough week for Big Tech as investors shy away from AI and memory stocks. Deepwater Asset Management’s Gene Munster lays out why the AI trade may not be dead and how investors can navigate the tech sell-off. Then, why investors might find better returns outside of the software trade in lower-middle-market businesses. Plus, the next move in biotech after a big week, SpaceX falls back down to earth, and if Nike can run past its rough year when results cross the wires next week.

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Micron surging on the back of its earnings report but leaving hardware stocks worse for wear. The impact on device makers like Apple, Microsoft, and Dell, and if the memory surge is crowding out the rest of tech. Plus, where is AI heading after a rough week for tech? One Point BFG Wealth Partners CIO Peter Boockvar warns investors of a faltering AI trade but also lays out where he sees an important buying opportunity. Then, massive bitcoin outflows hit the crypto market, SpaceX prepares for landing near its IPO price, and airline stocks gaining altitude.

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Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.