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CNBC's "Fast Money"

Fast Money 5/14/25

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.31.2K Ratings

🗓️ 14 May 2025

⏱️ 44 minutes

🧾️ Download transcript

Summary

Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed. Fast Money Disclaimer

Transcript

Click on a timestamp to play from that location

0:00.0

All right, live from the NASDAQ market site in the heart of New York City's Times Square,

0:05.2

this is fast money, and here's what's on tap tonight. Lurking in the shadows, while tech's been

0:09.8

on a tear and the mag seven are back on the climb. Rates are quietly backing up to the upside as well.

0:15.8

The 30-year, within a whisper of 5% is a rate reality check coming soon.

0:21.2

We're going to debate that.

0:22.1

Plus, wheels up for Boeing.

0:24.1

The aerospace giant making a record deal from Cutter Airways

0:27.4

as part of the president's Middle East investment tour,

0:30.5

can this deal keep fueling a Boeing surge?

0:33.9

And then later, inside the numbers of Cisco and Corwee

0:36.9

checking out Walmart ahead of earnings tomorrow,

0:39.7

and the latest of E Toro's big debut on the IPO market could have unlocked the entire IPO pipeline.

0:46.3

I'm Dominic Chu in from Melissa Lee, coming to you live from Studio B at the NASDAQ and on the desk with me tonight.

0:52.5

Tim Seymour, Karen Feinerman, Steve Grasso,

0:55.6

and Julie Beale. And we're going to start with the tech meltup that keeps rolling and

1:00.3

rolling on. The NASDAQ gaining 136 points today. And just since Monday, the tech heavier indexes

1:07.8

up nearly 7%. The MAG 7 names, Teslavidia, Amazon, Alphabet leading the charge.

1:14.1

Tesla, by the way, rallying at 26% over the past week. Invita is up a very respectable 16%.

1:20.6

Invidia, by the way, turning positive for the year today and overtaking Apple in terms of market cap.

1:26.8

But lurking in the shadows of those outsized moves, a slow, steady climb in Treasury yields,

1:32.8

the 10-year yield back of a 4.5% and check out the 30-year long bond.

1:37.6

It's within just a whisper, a stone's throw, a 5%.

...

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