Tesla and Microsoft climbing as the two Mag7 laggards pace for their best weeks of the year. The semi and data center details boosting those names, and if this could be the start of a tech turnaround for the stocks. Plus, the restrictions weighing on ASML, Bank of America gets a bump after reporting, and the state of metals and critical minerals as geopolitical tensions weigh on the space.<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.

Mag7 Laggards Take A Leap… And The Oulook For Critical Minerals 4/15/26

CNBC's "Fast Money"

# Full Transcript

**Podcast:** CNBC's "Fast Money"

## Participants

- **Melissa Lee** (CNBC)
- **Tim Seymour** (CNBC)
- **Karen Feinerman** (CNBC)
- **Guy Adami** (CNBC)
- **Julie Beal** (CNBC)
- **David Riedel** (Riedel Research)
- **Brian Pace Braga** (Metals Royalty Company)
- **Megan Casella** (CNBC)
- **Dom Chu** (None)
- **Brandon Gomez** (None)

## Transcript

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Live from the Nasdaq market, sitting in the heart of New York City's Times Square, this is Fast Money. Here's what's on tap tonight. Running to records. The Nasdaq notching its first record high since October. And it was some recently struggling names leading the charge. What the rally in the dogs of the MAG7 say about the market. And farm finances. How the surge in fertilizer prices impacting America's farm belt. And the impact it could have on your grocery bills. Plus, is ASML having a micron moment? Target gets some love on Wall Street.

In tracking the gains and copper prices, we'll talk to one critical mineral CEO about the metal moves and the impact on the U.S. economy. I'm Melissa Lee. Come to you live from the studio. Be at the Nasdaq. On the desk tonight, Tim Seymour, Karen Feinerman, Guy Adami, and Julie Beal. We start off with two dogs of the Mac 7 finally having their day. Tesla and Microsoft boasting their best days and pacing for their best weeks of 2026. Let's start off with Elon Musk's auto slash AI slash robotics company.

Tesla riding a five-day winning streak up more than 14 percent in that time. Today's leg higher coming after Musk overnight unveiled Tesla's A15 AI chip, a next-generation inference chip designed for full self-driving. Musk also saying that work is underway in the next next-gen chip as well as a new AI model trading initiative. So does the recent action of this name show that the Mac 7's second-worst performer this year is back on track? Guy, what do you think? Yeah, I absolutely think so.

I mean, we've seen drawdowns and rallies in tests like this many times over the last few years. I don't think it's anything out of the norm. I'l...

Mag7 Laggards Take A Leap… And The Oulook For Critical Minerals 4/15/26

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Mag7 Laggards Take A Leap… And The Oulook For Critical Minerals 4/15/26

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.