Trump Rally Overdone?... And Netflix’s Subscriber Surge 1/22/25

CNBC's "Fast Money"

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The Agile Brand with Greg Kihlström®

1
#644: AI-augmented human recommendations for retail customers with Noah Zamansky, Stitch Fix 27:12

6 days ago27:12

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27:12

We are here at eTail Palm Springs and seeing and hearing the latest and greatest in e-commerce and retail. Question: Do you need to choose between AI and human recommendations as a customer? Why not have both? After all, don’t each have their strengths? AI in the retail experience is all the rage these days, but today I’m talking with someone from a brand that has been incorporating AI-personalized experiences and shopping combined with expert human recommendations for over 14 years, and continues to innovate today. Today we’re going to talk about how AI-based personalization plus human creativity and input makes an amazing customer experience at Stitch Fix. To help me discuss this topic, I’d like to welcome Noah Zamansky, Vice President of Product and Client Experience at Stitch Fix. About Noah Zamansky Noah Zamansky serves as the Vice President of Product and Client Experience at Stitch Fix, where he leads cross-functional teams spanning Product, Design, Engineering, Algorithms, and Platform Development. A seasoned leader, Noah has a proven track record of shaping product vision and strategy, designing exceptional user experiences, and spearheading the launch of new business ventures. Before joining Stitch Fix, Noah held the role of Senior Director of Product Management at eBay, overseeing Fashion and Vertical Experiences. Resources Stitch Fix: https://www.stitchfix.com eTail Palm Springs: https://etailwest.wbresearch.com/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Listen to The Agile Brand without the ads. Learn more here: https://bit.ly/3ymf7hd Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…

about a year ago 43:46

MP3•Laman utama episod

Stocks back to record highs as strong earnings and optimism around the Trump trade boost equities, but not everyone’s buying the hype. The concerns from top CEOs that are throwing cold water on the market surge. Plus A subscriber surge from Netflix. The streaming giant posting a big hike in subs, as well as one in prices. The results pushing that name to record highs, and what it means for the streaming wars.

Fast Money Disclaimer

1825 episod

#Trading #Business #News #CNBC

Trump Rally Overdone?... And Netflix’s Subscriber Surge 1/22/25

CNBC's "Fast Money"

14 subscribers

published about a year ago

Kongsi

MP3•Laman utama episod

Fast Money Disclaimer

1825 episod

#Trading #Business #News #CNBC

همه قسمت ها

1
Trade War Escalates… And Target’s Big Drop 3/4/25 43:47

20 hours ago43:47

43:47

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…

1
Stocks Drop On Canada, Mexico Tariff Update… And Impact Of A Crypto Reserve 3/3/25 43:39

2 days ago43:39

43:39

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…

1
Stock Wrap Up February Flop… And Bitcoin’s Dip 2/28/25 46:34

5 days ago46:34

46:34

Stocks closing out a rough February, as the tech unwind pushes the Nasdaq to close out its worst month in nearly a year and a half. And the Oval Office clash didn’t help things either. How the traders are handling the markets with March trading kicking off on Monday. Plus Crypto’s pullback. Bitcoin briefly dipping below $80,000 as the crypto market continues to drop. Where one crypto firm CEO sees the space heading next. Fast Money Disclaimer…

1
Fast Money 2/27/25 46:33

6 days ago46:33

46:33

Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed. Fast Money Disclaimer

1
Nvidia Reports Results… And A Big Move In The Pharma Space 2/26/25 43:43

7 days ago43:43

43:43

Shares of Nvidia on the move after reporting its latest results. How the Fast Money traders are handling the semi giant, and the impact it has on the broader market. Plus Madrigal Pharma surging on the back of results. The latest drug data pushing that name higher, and what the CEO has to say about the company’s next move. Fast Money Disclaimer…

1
Risk On Gets Wrecked… And What’s Behind The Move In Rates? 2/25/25 43:06

8 days ago43:06

43:06

The risk on trade gets wrecked, as most of the Mag-7 stocks and the broader tech trade fall deeper into the red. Where investors are moving their money, and if there’s more pain ahead for the group. And that flight to safety helping push rates even lower… as economic uncertainty fuels the bond market moves. Where Treasurys are heading next, and the impact on the broader market. Fast Money Disclaimer…

1
Losing Momentum?... And How Nvidia’s Results Will Impact Stocks 2/24/25 43:51

9 days ago43:51

43:51

The momentum trade losing just that… as the tech heavy Nasdaq flirts with negative territory for the year. The stocks seeing the biggest drops, and the sector heading higher amid the volatility. Plus Nvidia results just days away, and as markets look to shake off last week’s sell-off, the report could have a big impact on the broader markets. What to expect from Nvidia, markets, and more. Fast Money Disclaimer…

1
Stocks Drop With Nvidia Results On Deck… And State Of The Housing Market 2/21/25 43:53

12 days ago43:53

43:53

Stocks tumbling as weaker-than-expected consumer sentiment data, as well as a big drag from UnitedHealth, weigh on investors. And with all eyes on Nvidia’s earnings report next week, how should you position ahead of the week ahead? Plus A big week for housing data. Home sales dropping sharply as prices hit an all-time high for January. What one top economist sees in store for housing, and if the spring shopping season can turn things around. Fast Money Disclaimer…

1
Banks Break Down… And Alibaba’s Big Run 2/20/25 43:49

13 days ago43:49

43:49

Financial stocks getting hit in today’s session, with the likes of JPMorgan, Goldman Sachs, and Morgan Stanley all taking it on the chin. And one of our traders is seeing even more pain in one section of the trade. Plus Alibaba surging more than 60% this year, and it’s only February! The latest earnings results that had investors boosting that name even higher, and how it could impact the broader China trade. Fast Money Disclaimer…

1
Walmart’s Report More Important Than Nvidia’s?... And Apple’s Cheaper AI IPhone 2/19/25 1:25:52

14 days ago1:25:52

1:25:52

Walmart results due out after the bell tomorrow, and one of our traders says this could be the most important report of the season. How higher earners are helping boost the retail giant’s numbers, and if the growth has staying power. Plus AI capabilities, but for less. Apple’s latest iPhone unveiling, and what the lower cost model will mean for the tech giant’s lagging sales. Fast Money Disclaimer…

1
Checking In On The Housing Market… And The Future of Pharma & Health Care 2/18/25 43:36

15 days ago43:36

43:36

A check in on the housing market, as builder sentiment drops to a 5-month low. The concerns they have over looming tariffs, and the latest results out of one of the top players in the space. Plus Pharma in focus, as the country’s health agencies deal with funding cuts and personnel changes. How industry execs are positioning, and what billionaire investor Mark Cuban is saying about the future of the space. Fast Money Disclaimer…

1
Meta’s Record Run… And Treading Lightly in Europe 20/14/25 42:25

19 days ago42:25

42:25

Meta’s record run continues, as the tech giant hits its 20th day of gains. But not all of the Mag7 are following in Meta’s footsteps. What the underperformance means for the broader market. Plus Investing overseas? Tread lightly. Why Rebecca Patterson is using caution across the pond, and how you can navigate any volatility across the pond. Fast Money Disclaimer…

1
Reciprocal Tariffs Boost Stocks… And The Impact of RFK Jr’s Confirmation 02/13/25 42:59

20 days ago42:59

42:59

Stocks taking a leg higher as President Trump lays out his plan for reciprocal tariffs. How those tariffs could impact markets, and what companies are saying about the effects on their businesses. Plus RFK Jr. passing a key vote to lead the Dept. of Health and Human Services. How one of Trump’s most controversial picks could impact the health care space, and the federal agency changes that could follow. Fast Money Disclaimer…

1
Rates Rise After hot CPI data… And The Latest On China’s Property Crisis 02/12/25 42:22

21 days ago42:22

42:22

Rates on the rise, with the 10-year yield seeing its biggest jump in nearly two months. The hotter-than-expected CPI print sending treasuries higher, and what it could mean for the Central Bank’s next rate decision. Plus China’s real estate developers too big to fail? The latest in the country’s property crisis, and how regulators are looking to fix the problem. Fast Money Disclaimer…

1
Tesla’s Stall Continues… And The Long Term Impact From Trump’s Economic Policies 02/11/25 42:29

22 days ago42:29

42:29

Shares of Tesla hitting the skids, as the stock hits its lowest level since November. Why investors are concerned about a potentially distracted Elon Musk, and if Tesla’s has more problems under the hood. Plus Short-term optimism, but long-term concern. Why some of President Trump’s latest policies could spell trouble for the economy down the line. Fast Money Disclaimer…

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Trump Rally Overdone?... And Netflix’s Subscriber Surge 1/22/25