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

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

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.31.2K Ratings

🗓️ 29 January 2025

⏱️ 44 minutes

🧾️ Download transcript

Summary

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. Fast Money Disclaimer

Transcript

Click on a timestamp to play from that location

0:00.0

Live in the I Connections Global Alt Conference in Miami Beach, this is a special edition of fast money.

0:08.0

Here's what we've got on top for you tonight.

0:10.0

A big night of big earnings, nearly $6.5 trillion worth of companies reporting after the bell from Microsoft and META to Tesla and Big Blue.

0:17.0

We've got all the numbers covered.

0:19.0

We're bringing you all the trades.

0:20.0

And Trump versus the Fed, the president having some harsh words for the central bank after

0:23.6

it held rates steady at his latest meeting, what he had to say and what the Fed had to say about inflation.

0:29.6

Quasa, Bitcoin Bonanza, the crypto up nearly 50% since President Trump was elected,

0:33.6

what the new administration will mean for the coin and the rest of the crypto space. You've got a huge slate of guests tonight to cover all of that. Goldman Sachs,

0:41.4

Elizabeth Burton, Jeffries David Zervos, Armin Phonogian, co-CE of Oak Tree Capital, and Steve

0:47.0

Kerr's of Galaxy Global. You won't want to miss a second. Welcome to Fast Money here in Miami.

0:52.2

I'm Melissa Lee, and I'm joined on the Terrace at the convention center by Dan Nathan and Guy Adami on this very, very big day, too.

0:58.8

Huge day. It's been a great couple days. It has been. You've been out front. People love Melissa Lee. I just want people to understand.

1:05.9

They don't think they're bad either. Well, it's not get carried away. Prolific. She's a prolific guy. But it's been a really great conference and we've got a really great lineup.

1:12.6

Yeah, and you know it's funny.

1:13.6

We started this week out talking about this deep seek and what it meant for one of the biggest

1:18.1

secular trades that has really gripped the markets.

1:20.6

Obviously a lot of the performance of the last two and a half years has been tied to that. It feels like, especially as we get into tonight's earnings, there's kind of some

1:27.5

kinks in the armor here a little bit. We're seeing decelerating growth. You could have made that

1:31.3

call on any occasion over the last two years, but maybe this is the week where we start to see it a bit more.

1:36.3

All right, well, let's dig in here. We start off with a big trifecta, a big tech earning shares on Microsoft meta Tesla, all on the move after their reports. We've got full team coverage of the results.

1:45.9

Julia Borson is standing by in Meta, Philibault, has got all the details on Tesla.

...

Please login to see the full transcript.

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.