meta_pixel
Tapesearch Logo
Log in
CNBC's "Fast Money"

Big Tech Earnings On Deck… And Charter’s Post-Results Slide 7/25/25

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.31.2K Ratings

🗓️ 25 July 2025

⏱️ 43 minutes

🧾️ Download transcript

Summary

Looking forward to a packed slate next week, with Apple, Meta, Amazon and Microsoft earnings on deck and a looming Fed decision. Plus, details on the Synovus-Pinnacle merger and a top analyst’s take on Charter’s post-earnings plunge. Fast Money Disclaimer

Transcript

Click on a timestamp to play from that location

0:00.0

Live from the NASDAQ market site in the heart of New York City's Times Square, this is fast money.

0:06.3

Here's what's on tap tonight.

0:07.6

An $11 trillion-plus week of earnings, Microsoft, Apple, Amazon, and META, headlining next week's results.

0:13.9

Will the numbers power markets even higher highs?

0:16.2

We'll debate that.

0:17.3

An unchartered territory.

0:18.9

The cable company stocks seeing its worst stay on record. What is the latest results say about the state of the industry and is their hope for a comeback in the name? Plus Intel on the outs after its latest earnings report, luxury leaders with the Pops and LVMH and Estée Lauder say about the strength of the high-end consumer and the AI adjacent names that could benefit from big tech's KAPX. I'm Melissa Lee. Come to you last from studio B at the NASDAQ on the desk tonight. Karen Feinerman, Courtney Garcia, Tim Seymour, and Carter Braxton Worth. Mark is setting new records to end the week, the S&P and NASAC both closing at all-time highs again today. While the NITDAO ended the session just a quarter percent from its own record,

0:55.3

the action comes ahead of a big week for tech earnings for the six biggest companies in the S&P on the clock.

1:01.2

Microsoft and META on Wednesday, Apple and Amazon a day later, but those aren't the only market-moving events on the calendar.

1:07.3

We'll also get a Fed decision Wednesday, jobs report on Friday, as well as President Trump's trade deadline.

1:12.2

So will all of next week's events help stocks keep their records rolling?

1:16.2

Are we in for a reckoning?

1:18.8

All right, that's a little dramatic.

1:20.3

You know what I mean, though.

1:22.0

Karen, the setup is not necessarily great.

1:26.0

No, I don't love the setup going in, right?

1:28.8

So you have this levitation into earning season for the Mag 7.

1:33.6

So we had one, we had alphabet, that was good, we saw that.

1:37.0

Next week we're going to get a whole lot more.

1:39.0

I don't love the setup going in, although I am heavily long the space.

1:43.4

I just feel like this has been such a big run.

1:46.0

The VIX broke 15 today.

...

Transcript will be available on the free plan in 6 days. Upgrade to see the full transcript now.

Disclaimer: The podcast and artwork embedded on this page are from CNBC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of CNBC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.