CNBC Television
Fast Money: DAL, ROKU, AAPL, GPCR
11/5/2025, 11:21:14 PM
Economic Summary
- Delta (DAL) is benefiting from positive momentum and positive earnings revisions, implying stronger travel demand and improving airline profitability near-term.
- Roku (ROKU) is described as making a turn, signaling improving operating or sentiment dynamics in streaming/advertising that could lift revenue growth.
- Apple (AAPL) is showing an improving narrative and fundamentals, but participants recommend trimming positions on strength, indicating some valuation or near-term risk considerations.
Bullish
- DAL: Positive momentum and upward earnings revisions for Delta suggest continued share-price strength and improved airline fundamentals.
- ROKU: Roku appears to be turning around operationally or in sentiment, presented as a buy for a recovery play in streaming.
- AAPL: Apple’s story is improving, though recommend trimming into strength — bullish fundamentals with cautious position sizing.
- STRUCTURED THERAPEUTICS: Mentioned as a pick, indicating bullish interest in this name (company name provided as given).
Bearish
No bearish cases captured.
Bullish tickers
DALROKUAAPLSTRUCTURED THERAPEUTICS
DAL
Bullish
Positive momentum and positive earnings revisions driving upside for Delta.
ROKU
Bullish
Making the turn; recommended as a buy for a recovery in streaming sentiment.
AAPL
Bullish
Story is shaping up with improving fundamentals.
Bearish
Recommend trimming into strength; cautious on position sizing despite improvement.
STRUCTURED THERAPEUTICS
Bullish
Mentioned as a final pick, indicating bullish interest in this company name.
People mentioned
StephenCarter Braxton-WorthDanGuyMel