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

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.3 • 1.2K Ratings

🗓️ 19 February 2025

⏱️ 86 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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

Transcript

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0:00.0	And live from the NASDAQ market site right here in the heart of New York City's Times Square,
0:06.2	this is Fast Money, the big show.
0:08.2	Here's what's on tap for tonight.
0:10.0	It's the one to watch.
0:11.3	Walmart reports before the bell tomorrow what the retail giant could say about the consumer
0:16.3	and how it could impact the rest of the market.
0:19.1	And Apple unveiling a new lower cost iPhone,
0:22.7	complete with all the AI fixings. Will it be enough to jumpstart sales and propel the stock
0:27.9	back to new highs? We're going to debate that. Plus, what's behind Eli Lilly's stealth rally?
0:33.7	Devon Energy shares get energized. And my beloved 49ers, go mining for a new valuation to trade behind all those stories coming right up.
0:43.2	I'm Dominic Chewin from Melissa Lee tonight coming to you live from Studio B at the NASDAQ here on the desk tonight.
0:49.6	Karen Feinerman, Dan Nathan, Guy Adami, and Steve Grasso.
0:54.5	We're going to start with what one of our traders says is the most important.
0:59.0	The most important earnings report of the season.
1:01.8	Even more important than NVIDIA next week.
1:04.8	Oh, there you go.
1:05.7	I know.
1:06.1	I can hold me back here, guys.
1:08.1	Walmart reporting before the bell tomorrow, the stock is already up more
1:10.8	than 15% this year, hitting a record high just last week, gains driven by an unlikely group,
1:19.1	households earning more than $100,000 a year made up 75% of Walmart's market share gains
1:27.0	in the third quarter. The company pushed higher
	...

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