AI Battle Royale… And The State Of U.S.-China Relations 12/19/25

AI战斗皇家……以及中美关系现状 12/19/25

CNBC's "Fast Money"

2025-12-20

43 分钟
PDF

单集简介 ...

Just a few trading days left in 2025, and there’s an AI battle royale brewing between hardware and hyperscalers. The moves in Micron, Nvidia, and Oracle as Mag-7 hyperscalers largely sit out of today’s rally. Plus A TikTok spinoff deal, and an $11B weapons package to Taiwan. All the headlines swirling around U.S.-China relations, and how it can all impact global markets. 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.
更多

单集文稿 ...

  • What made you confident that you could do something that hadn't been done before?

  • I have no fear of failure.

  • Trailblazing women changing the game.

  • One of my favorite pieces of advice.

  • Think about what your boss's boss needs.

  • Leadership can look in many, many different forms.

  • It really does come down to just trusting yourself.

  • Life is short and you just got to think big to accomplish big things.

  • Julia Boorston hosts CNBC Changemakers and Power Players.

  • New episodes every Tuesday wherever you get your podcasts.

  • Live from the Nasdaq Market site in the heart of New York City's Times Square, this is fast money.

  • Here's what's on tap tonight.

  • An AI rebound,

  • tech stocks are leaving the market to close out the week with microns serving another 7 percent today.

  • What do these moves tell us about the state of the trade?

  • How should you position going into the new year?

  • And drug price dealing, a slate of pharma companies agreeing to voluntarily lower drug prices.

  • What it means for the stocks in the state of health care?

  • Plus, Nike swooshes lower after earnings.

  • Rivian revs upwards best week of the year.