CNBC's "Fast Money"

Jared Holes, a Mizuho healthcare specialist who covers biotech and pharma, discusses Eli Lilly’s push into GLP-1s and a surprising new use case in addiction trials. He also breaks down recent biotech deals and what these moves mean for the broader pharmaceutical landscape. Short, sharp takes on catalysts and sector implications.

Peter Boockvar, chief investment officer at BFG Wealth Partners, offers macro and fixed-income perspective. He dissects a global bond sell-off and rising yields. He talks about yen weakness and intervention chatter. He also covers Citi deal rumors, bitcoin near $65K, and Nike facing a big earnings test.

Phil LeBeau, aviation reporter who covered TSA staffing, jet fuel costs, and DHS shutdown effects on travel. He discusses TSA call-outs and staffing quits. He highlights surging jet fuel and how the DHS shutdown is pressuring airlines. He also touches on broader travel impacts and operational challenges facing carriers.

Markets jump and wobble on Middle East headlines and a reported peace plan to Iran. Traders point to key charts in semiconductors, two-year yields and high-yield credit as telltales. Strange oil and futures spikes tied to political announcements spark talk of suspicious trading patterns and possible oversight. M&A, AI chip ambitions and mortgage weakness round out the market themes.

Michael Schumacher, head of macro strategy at Wells Fargo Securities, breaks down the bond market's bunker mentality. He talks yields spiking after a weak Treasury auction and what that means for stocks and policy. He also explores timing risks for stagflation and how global inflation and geopolitics could pressure earnings.

Markets spike after reports of U.S.-Iran talks, then lose momentum as traders weigh bond signals and geopolitical uncertainty. Discussion of who was actually involved in the reported talks. Exploration of rising yields, private credit redemptions, and tech setbacks at Microsoft. Sports-betting rulings boost operators briefly. Airlines brace for sustained higher jet fuel and capacity cuts.

Steve Grasso, active trader known for technical and short-term market calls. Julie Beal, market commentator with sector-focused strategy insights. They discuss a steep market sell-off and Nasdaq correction. They cover rising oil and an energy shock reaching a critical stage. They analyze options expiry, rising yields, geopolitical strains, and implications for banks and specific names.

Jared Holtz, a Mizuho healthcare specialist, breaks down competition in the obesity and GLP-1 drug space. He discusses Eli Lilly’s trial data, Novo Nordisk’s recent approval, and a looming patent expiration. Short takes cover pricing, competitive dynamics, and strategic moves by drugmakers.

Julia Boorstin, CNBC reporter covering Disney who sketches Josh D’Amaro’s first-day priorities. Melissa Otto, Head of Research at S&P Global Visible Alpha, who breaks down Micron’s AI-driven memory demand and earnings beats. They discuss Micron’s results and capex plans, Fed rate holding and market reaction, and private-credit stress spilling into consumer loans.

Storage and memory names racing to record highs as AI demand heats up. Debate over Micron and whether the memory rally is sustainable. Discussion of Nvidia’s influence and rotation into other AI-related plays. Lululemon’s latest quarter and where retail could head amid a tricky macro backdrop. Geopolitics, Fed positioning, and defensive trades also pop up in the conversation.