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CNBC's "Fast Money"

Big Tech On Deck, A Transports Warning… And Foreign Money At Risk 4/28/25

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.31.2K Ratings

🗓️ 28 April 2025

⏱️ 44 minutes

🧾️ Download transcript

Summary

Big tech earnings are coming up and top tech analyst Dan Niles says the bar has been raised for the group. Where he sees the space heading next. Plus, Why transport stocks are flashing warning signs, prices hikes from China retailers, a bearish call on pharma, and why foreign investors could pull out of U.S. assets. Fast Money Disclaimer

Transcript

Click on a timestamp to play from that location

0:00.0

Life in the NASAC market site in the heart of New York City's Times Square. This is fast money.

0:05.4

Here's what's on tap tonight. Big Tech on deck. More than $10 trillion worth of market cap reporting this week.

0:11.3

The stocks have been under pressure this year, but will the results help turn things around?

0:15.0

We'll talk with one top tech investor, Dan Niles, to find out. And sell America, new science foreign investors are cutting their exposure to U.S. assets,

0:23.1

just how much money is at stake and what could it mean for the markets?

0:26.2

Plus one analyst trimming his expectations for Eli Lilly.

0:29.2

UPS gets ready to report this week, can it deliver?

0:32.4

And Chinese discounters, Timu and Sheen, raising their prices, what this all says about the state of the consumer.

0:38.4

I'm Melissa Lee. I'm Melissa Lee. Come to you live from Studio B at the NASDAQ on the desk tonight.

0:41.0

Tim Seymour, Karen Fireman, Dan Nathan, and Rebecca Patterson, former chief strategist at Bridgewater.

0:46.6

And we start off with the countdown to MegaCap tech earnings, Apple, Microsoft, Amazon, and

0:50.6

Meta, headlining the action this week with but names like Qualcomm, Snap, Reddit,

0:54.7

and Block also on the calendar.

0:56.5

The Tech Titans quiet to start the week, although Meta and Apple both pulled off a fifth

1:00.6

straight day of gains.

1:01.9

This is the Dow and S&P managed to claw their way into the green of the close.

1:05.9

The NASAC was down slightly, but will this week's reports help jumpstart the major indices where they raise more

1:11.7

questions about the state of the AI trade? Google certainly seemed to have maybe lifted the bar

1:17.3

even for these results since the results were pretty solid. Maybe a little bit. I mean, so I think

1:22.0

the advertising part was a good read-through to meta. I think it's going to be easy for companies to not give a lot of

1:29.5

clarity, guidance, or this dual guidance that we've seen, because how can you possibly know? I actually

1:36.2

think giving guidance, I don't understand giving guidance in this environment at all. So I don't know

...

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