China Trade Tensions Ramp Up… And Takeout Targets In The Pharma Space 6/4/25

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.3 • 1.2K Ratings

🗓️ 4 June 2025

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

U.S.-China trade tensions ramping up, as President Trump weighs in on his exchanges with China’s President Xi Jinping. How the markets are handling the latest developments, and what we can expect from other trade deals in the works. Plus Doses and Deals. Pharma in focus as M&A heats up in the space. The names one top health care anlayst is watching as potential takeout targets. Fast Money Disclaimer

Transcript

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0:00.0	Life in the NASAC market site in the heart of New York City's Times Square, this is fast money.
0:06.1	Here's what's on tap tonight.
0:07.5	Rising tensions, President Trump with some very early morning social posts as trade negotiations with China remain strained.
0:13.9	What are markets pricing in and what are the risks ahead for investors?
0:17.5	In a rare downgrade, a top analyst cutting her rating on Apple ahead of next week's
0:21.9	big developers conference. Can the tech giant write its course in the back half of the year?
0:26.0	Plus Dollar Tree, getting a big discount after earnings. A new report puts self-driving technology
0:31.2	in the spotlight and Curry, Inc. how the Golden State Star has grown as business empire way off the
0:36.6	court. I'm Melissa Lee.
0:37.9	Come to you live from Studio B at the Nazak on the desk tonight.
0:40.3	Steve Grasso, Carter Worth, Dan Nathan, and Guy Adani.
0:43.4	We start off at the latest sign of rising tensions in the U.S.-China trade battle.
0:47.2	President Trump taking a true social early in the morning to comment on the difficulties
0:50.9	in negotiating with his Chinese counterpart. When markets seem to have taken his comments in stride, the Nazak and S&B both slightly higher on the day,
0:58.2	the early morning post highlights the lack of progress in negotiations between the two countries.
1:03.5	Our Megan Kosella is in Washington with the very latest, Megan.
1:07.1	Melissa, that's right.
1:08.0	It's been a day and a half now since the White House first said that President Trump
1:11.1	and Xi were likely to talk this week, but no news yet today on whether and when that
1:16.4	call might happen.
1:17.4	In fact, the only news on the China front coming in that 2 AM tweet were the president
1:21.7	called Xi extremely hard to make a deal with.
	...

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