Tech recovering to kick off the week, but all eyes are on Apple, as the company seeks approval to buy chips from blacklisted Chinese company CXMT. How the Trump admin will respond, and what it could mean for the U.S. chip trade. Then, Jefferies chief market strategist David Zervos gives his take on the Supreme Court’s block of Trump’s attempt to fire Lisa Cook, and why he’s still bulled up for the second half of the year. Plus, Microsoft’s next move as it paces for its worst month since 2000, Comcast stock surges after announcing plans to spin off NBCUniversal and Sky, and if Nike can bounce back from its rough year with its earnings report tomorrow.<br><br>Fast Money Disclaimer<br><br>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple Potential Blacklisted China Chipmaker Deal …And Optimism In The Second Half 6/29/26

CNBC's "Fast Money"

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Apple taking a bite into the blacklist, how the memory shortage is pushing the tech giant towards a blacklist, the Chinese company, and the impact it could have on the semi-space if the Trump administration allows it. And second half optimism. Stock's looking to round out a solid first half of the year with just one trading day left. And a top market strategist is doubling down on his bull thesis, what he sees in store for the markets heading into the rest of the summer.

Plus, Microsoft pacing for its worst month since Y2K, Comcast's latest media spinoff, and the ABCs of technical analysis, where the chart master sees Alphabet heading next after its June drop. I'm Melissa Lee. Come to you live from the studio. Be at the Nasdaq.

Apple Potential Blacklisted China Chipmaker Deal …And Optimism In The Second Half 6/29/26

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Apple Potential Blacklisted China Chipmaker Deal …And Optimism In The Second Half 6/29/26

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.