2025-11-19
40 分钟Life in the Nasdaq Market site in the heart of New York City's Times Square.
This is Fast Money.
Here's what's on top tonight.
An AI warning.
Shares of Amazon syncing as one Wall Street firm raises the red flag on its artificial intelligence ambitions.
What stage is that set as we get ready for Nvidia's earnings tomorrow?
And health care headaches, ACA tax credits set to expire in a matter of weeks,
some startling numbers and how much premiums could rise and what's at stake for the health insurers.
Plus a shaky foundation for Home Depot after earnings could Eli Lilly be the next trillion dollar company and investing in uranium,
what to expect from nuclear stocks in the year ahead.
I'm Melissa Lee, coming to you live from the studio at the NASDAQ.
On the desk tonight, Tim Seymour, Karen Finerman, Courtney Garcia, and Steve Grasso.
We start off with a reality check for a pair of AI hyperscalers on the eve of Nvidia's latest results.
Ross Child downgrading both Amazon and Microsoft,
saying generative AI's economics are much weaker than investors realize.
Analysts writing that management teams are getting way too much benefit of the doubt and that any missteps in AI deployment can quickly make investments in this massive build out.
value negative, both stocks were cut from buy to neutral.
In video meantime, now riding a five day losing streak into earnings tomorrow,
it is down over 14% from its record high.
So what do we do here?