CNBC's "Fast Money" Mag7 Results On Deck… And The Non-U.S. Equity Trade 1/23/26
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Jan 23, 2026 Bonoan, market valuation pro who focuses on fundamentals and allocation. Mike Coe, options and equities trader known for trade ideas and flow reads. Tim Seymour, investor with a macro and international lens on markets and metals. They preview big tech earnings and MAG7 risks. They also debate surging gold and silver and what emerging markets and heavy metals might do next.
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Add Microsoft Around Earnings
- Consider Microsoft into earnings as a defensive MAG7 play with AI exposure and margin strength.
- Buy or add on weakness since valuation has reset and Azure growth remains key.
Meta: Cheap But Capex Overhang Persists
- Meta is the cheapest MAG7 name but carries capex and privacy overhangs.
- Market worries center on ad demand and Meta's willingness to rein in spend versus pursue growth.
Factor Storm Disruption Into Retail Earnings
- Expect retail and restaurants to see material disruption from the upcoming winter storm and possible Q4 sales impact.
- Prepare for short-term store closures and supply-chain strain that could show up as downside surprises in earnings.