CNBC's "Fast Money"

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.

Stuart Kaiser, Citi's head of equity trading strategy, explains what he needs to see before buying a dip. Christina Park Nevelis reports live from NVIDIA's GTC with takeaways from Jensen Huang's keynote. They discuss Nvidia’s new chips and trillion-dollar demand forecast. Markets, oil, memory and AI supply-chain winners are also covered in short, fast-moving segments.

A legal twist halts a high-profile Fed subpoena and sparks debate about central bank leadership and rate expectations. Traders weigh inflation, oil shocks, and resilience amid geopolitical risk. Attention turns to Nvidia’s big GTC event, Micron earnings, and broader AI semiconductor catalysts. Boeing’s wiring fix and Meta’s AI delays add corporate drama to market positioning.

On-scene reporters Eamon Javers, Pippa Stevens, Kate Rooney, Leslie Picker and Brandon Gomez bring live market dispatches and field reporting. They cover oil spiking past $100 and threats to the Strait of Hormuz. They discuss fuel and fertilizer supply risks, private credit stress and gated funds, and how big tech earnings and pharma alerts are moving stocks.

Eamon Javers, journalist known for live on-the-ground political reporting, gives real-time updates from the president’s remarks in Kentucky. The conversation covers the IEA’s record 400 million-barrel release and its effect on crude prices. Other topics include market volatility, bond yields, sector stress tests for $100 oil, and where investors might look amid shifting market signals.

Gil Loria, Managing Director and Head of Tech Research at DA Davidson, offers quick takes on Oracle’s quarter and what its margins and backlog signal. He breaks down AI-driven cloud demand, data-center plans and valuation of Oracle’s TikTok stake. Markets also swing as energy and Middle East developments roil stocks and memory names.

Paul Sankey, energy analyst and founder of Sankey Research, explains why oil may now have a higher price floor and what shipping and Strait of Hormuz risks mean for supply. He outlines potential long-term damage to Middle East flows and gives a near-$60 sustainable floor estimate. The conversation centers on supply disruptions, insurance and infrastructure impacts, and upside price risks after crude topped $100.

Mark Zandi, chief economist at Moody's Analytics, explains the macro fallout from surging oil and gas costs. He discusses how higher fuel prices pinch household budgets and push up costs across goods and services. Short takes cover potential winners in chemicals and pharma, bank stress from private credit, and whether oil-driven inflation will force policy shifts.