CNBC's "Fast Money"

Stocks paring losses as trade war tensions escalate. The latest tit-for-tat of tariffs, and the impact it’s having on nearly every part of the market. Plus Retail earnings getting underway, and Target is kicking things off with a drop. The sales warning they’re forecasting, and what it’s saying about the health of the consumer.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks selling off as President Trump confirms tariffs on Mexico and Canada will go into effect tomorrow. The implications for the broader market, and the sectors seeing the most pain in today’s brutal day on Wall Street. Plus Crypto prices jump, then drop… as Trump announces plans for a strategic crypto reserve. The digital assets being included, and what it means for prices in the near term.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Eamon Javers, a seasoned White House reporter, joins former President Trump to dissect a tumultuous February for stocks, particularly the tech-heavy Nasdaq. They discuss the fallout from a heated Oval Office meeting between U.S. and Ukrainian leaders and its impact on investor sentiment. Additionally, they tackle Bitcoin's dip below $80,000 and speculate on its future potential amid increasing regulatory interest and market volatility. Insights into the housing market and global dynamics also add layers to their conversation.

Delve into the impact of NVIDIA's stock drop on the Nasdaq and AI markets, coupled with insights on retail investor sentiment. Explore the challenges in the semiconductor sector, and the competitiveness of companies like Starbucks and Dell. Hear personal experiences with major financial firms and strategies for portfolio management. The discussion also touches on the shift to higher-yield money market options amid rising interest rates. Audience engagement brings in stock queries and witty exchanges, culminating in diverse investment strategies and final trades.

Bill Sibble, CEO of Madrigal Pharmaceuticals, dives into the company's impressive Q4 results, highlighting the impact of their promising MASH drug. He discusses how this recent success is contributing to Madrigal's stock surge. The conversation also touches on the competitive pharmaceutical landscape and the strategic moves required to navigate it effectively. Additionally, the podcast examines Nvidia's latest financial performance and its ripple effects on the broader market, alongside emerging trends in tech and pharmaceuticals.

The risk-on trade is crashing, with major tech stocks suffering significant losses. Investors are rushing towards safer options as uncertainty looms. Amidst this turmoil, gold prices exhibit surprising behavior. The tech sector faces challenges from inflation fears and international dynamics, particularly affecting companies like NVIDIA. Bitcoin's recent plunge also raises eyebrows after a notable crypto hack. Meanwhile, Home Depot sees a sales recovery despite high mortgage rates, shedding light on evolving consumer behavior in a fluctuating market.

Joe Moglia, former chairman and CEO of TD Ameritrade, brings his market expertise to the discussion. The podcast dives into the recent downturn in major tech stocks like Meta and Alibaba, highlighting shifts towards defensive sectors. Predictions about Nvidia's upcoming results underscore its potential market impact. Insights on hedge fund strategies, the ramifications of economic indicators on the consumer landscape, and Nike’s surprising stock surge add depth to the analysis of current trading dynamics.

The podcast covers a turbulent market with stocks dropping amid disappointing consumer sentiment and UnitedHealth's struggles. Attention turns to Nvidia's upcoming earnings report and predictions for the housing market as home sales decline sharply despite rising prices. Experts discuss retail earnings, contrasting stock performances in staples and technology, and regional housing trends influenced by rising mortgage rates. With a cautiously optimistic outlook for 2025, the conversation highlights the delicate balancing act of market confidence.

David Zervos, Chief Market Strategist at Jefferies and a CNBC contributor, discusses the significant downturn in major financial stocks like JPMorgan and Goldman Sachs. He dives into the surprising surge of Alibaba, which has skyrocketed over 60% this year due to strong earnings, and its implications for the broader China trade. Zervos also examines the factors driving market trends, including rising gold prices and the impact of retail performances, particularly Walmart's struggles despite solid sales.

Donald J. Trump, the former President of the United States, shares insights from the Future Investment Initiative summit. He emphasizes the significance of Walmart's upcoming earnings report as a barometer for consumer behavior, particularly spotlighting high-income shoppers. The conversation shifts to Apple's new budget-friendly iPhone and its implications for sales amid tech market challenges. Trump also touches on the political landscape, economic optimism, and the pressing need for strategic energy policies in the face of global tensions.