Mag7 Laggards Take A Leap… And The Oulook For Critical Minerals 4/15/26
CNBC's "Fast Money"
CNBC
3.9 • 1.3K Ratings
🗓️ 15 April 2026
⏱️ 44 minutes
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| 0:00.0 | Live for the NASDAQ markets, I'm in the heart of New York City's Times Square. |
| 0:05.1 | This is Fast Money. |
| 0:06.1 | Here's what's on tap tonight. |
| 0:07.2 | Running to Records. |
| 0:08.6 | The NASAC notching its first record high since October, and it was some recently struggling |
| 0:12.5 | names leading the charge. |
| 0:14.1 | What the rally in the dogs of the Mac 7 say about the market. |
| 0:18.0 | And farm finances, how the surge in fertilizer prices impacting America's farm belt and the impact it could have on your grocery bills. Plus, is ASML having a microne moment? Target gets some love on Wall Street and tracking the gains in copper prices. We'll talk to one critical mineral CEO about the metal moves and the impact on the U.S. economy. I'm Melissa Lee. Home to you Lockham Studio, Studio, B, the NASDAQ, on the desk tonight, Tim Seymour, Karen Feinerman, Guy Adami, and |
| 0:41.4 | Julie Beal. We start off with two dogs of the Mag 7, finally having their day. Tesla and Microsoft |
| 0:48.0 | boasting their best days and pacing for their best weeks of 2026. Let's start off with Elon Musk's auto slash AI |
| 0:55.7 | slash robotics company. Tesla riding a five-day winning streak up more than 14% in that time. |
| 1:01.5 | Today's leg higher coming after Musk overnight unveiled Tesla's A15 AI chip, a next generation |
| 1:07.2 | inference chip designed for full self-driving. Musk also saying that work is underway in the next-gen chip, as well as a new AI model |
| 1:16.4 | trading initiative. |
| 1:17.5 | So does the recent action of this name show that the MAG 7's second worst performer this year |
| 1:22.1 | is back on track? |
| 1:24.5 | Guy, what do you think? |
| 1:25.0 | I think, yeah, I absolutely think so. |
| 1:27.2 | I mean, we've seen drawdowns and rallies and tests like this many times over the last few years. I don't think it's anything out of the norm. I'll say quickly about Microsoft, that's the one I think you want to hone in on. I think finally, for the first time in a while, although it didn't get down to last April's low, it might have gotten close enough. Reports on April 29th. |
| 1:45.0 | This is one that inline slightly better, and I think this stock is sort of on a hair trigger to do a lot |
| 1:50.2 | better. I also think, and we thought this a few weeks ago, maybe incorrectly, but the IGV might |
| 1:55.3 | have put in a short-term bottom as well. So I think Microsoft in earnings becomes very interesting. |
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