Nvidia’s Record Setting Run… And Trump’s Powell Pressure Ramps Up 7/15/25

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.3 • 1.2K Ratings

🗓️ 15 July 2025

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Nvidia gunning for a license to sell its H20 chips in China, and one asset manager’s thoughts on what it means for the future of AI investments. Plus A hefty week of earnings, starting with big banks. And Trump’s ongoing threats to fire Fed chair Powell. Why one Wall Street forecaster says doing so would feed inflation and hurt stocks.

Transcript

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0:00.0	Live from the NASDAQ market site in the heart of New York City's Times Square.
0:06.0	This is Fast Money. Here is what's on top tonight, nonstop in VINI.
0:11.0	The chip giant adding an entire AMAT to its market cap today.
0:16.0	The stock now up nearly 55% since Liberation Day. Can the Bull Run continue? We're going to talk about that.
0:23.3	I don't know if we're going to debate it because we all agree it's awesome. Plus tracking inflation,
0:28.9	the latest CPI data showing prices ticked up in June. So what does that mean for the Fed and the
0:34.2	economy? And then later breaking down the banks, ahead of Goldman's report tomorrow.
0:40.3	A boom and Baba, can you still bet on Chinese tech stocks?
0:43.3	And we're going live to the Pennsylvania Energy and Innovation Summit with the CEO of Natural
0:49.8	Gas Company EQT.
0:53.0	I'm here.
0:54.0	I'm Joe Kernan. In for Melissa Lee. Come to you live from above
0:58.2	squawk boxes studio at the NASDAQ. It feels good. Moving up in the world.
1:02.5	It's moving up in the world. It took an elevator up. I decided I'm not going to kid about it.
1:07.2	People, you know, we are pamperedpered highly paid idiots and people that deserve no tax
1:13.3	on overtime they deserve no tax that's not why i'm here i'm not getting you drew the long straw
1:18.4	today i drew i drew the long straw long straw yeah mel does a lot for me she comes in and and she
1:24.5	was in three times last week you too by the way can i, can I say this? I'm allowed to say it.
1:27.8	They're still playing the music.
1:29.0	I think you're saying it anyway.
1:30.2	You two are wonderful together.
1:32.5	I love you too.
	...

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