CNBC's "Fast Money"
Hosted by Melissa Lee and a roundtable of top traders, “Fast Money” breaks through the noise of the day, to deliver the actionable news that matters most to investors. Fast Money airs weeknights at 5p ET on CNBC.
Episodes
Drama in DRAM Memory ETF… And Trading Apple & Others At Record Highs… 10/13/26
Memory stocks under pressure yet again, as China competition threats weigh on the space. How the DRAM Memory ETF is holding up, and why a post by Elon Musk is adding to the drama. Plus, J&J drops on weak medical device sales, Disney’s touch of magic on an 8-day win streak, and Apple hits record on the back of a hardware event; how our traders are handling the tech giant at all-time highs, and
Trump strikes Russian diesel deal... And Apple’s latest iPhone woes 10/9/26
Energy markets volatile after President Trump said he struck a deal with Russian president Vladimir Putin to supply millions of tons of diesel to the global market. The traders react to the latest headlines and the potential impact on global energy prices. Then, Apple shares come under pressure after a report signaled weaker demand for the newly-launched iPhone 18 Pro and Pro Max models. Plus, cou
Stocks Fall As Oil Spikes… And White House CTO On Trump Science Summit 10/8/26
Stocks taking a hit as oil prices popped following the latest developments in the U.S.-Iran conflict. The tech losses leading the drop, and the next move in energy prices as WTI crude hovers around $91 per barrel. Plus, a potential burrito and brew tie up as Starbucks reportedly looks to buy Chipotle, the technical setup for banks ahead of earnings season, and the White House CTO on President Trum
Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26
Stocks retreating from record highs as rates resume their march higher. How a stronger than expected bond auction helped ease yields off their highs of the day, and what the latest Fed minutes told us about the central bank’s plan. Plus, cybersecurity in focus as AI safety concerns grow, SpaceX shares return to earth after blasting off, and changing lanes in the used car market; how decreasing val
S&p 500 Hits Record High… And 10/6/26
The S&P 500 hitting its first record high in nearly 2 months, but the equal weighted index isn’t following suit. What the divergence could mean for the broader markets, and how our traders are positioning with stocks at records. Plus, Google’s nuclear deal boosts Constellation Energy, Wall St. still sees some upside in Netflix, and a diesel downer… why higher-for-longer diesel prices could hit
Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
The greenback showing strength, as the dollar index hits its highest level since April 2025. How the climb in the currency, alongside rates, will impact equities… and where Citi’s JP Coviello is putting money to work. Plus, Wells gets upgraded ahead of earnings season, Chipotle’s rough run continues, and the outlook for the pharma sector; Fast Money Disclaimer Hosted by Simplecast, an AdsWizz
Nasdaq Hits Record After Soft Jobs Report… And The Fed’s Next Move After Jobs Report 10/2/26
Nvidia helping fuel Nvidia’s run to all-time highs, hitting its own intraday record for the first time since May. The renewed optimism for the chip giant on Wall Street, and if the tech rally can continue. Plus, next move in oil as Europe releases diesel reserves, Tesla charges up after its deliveries report, and a full percentage point from here. Why a former Trump treasury official sees the Fed
Rate Peak or Pause?... Nike Reports Results 10/1/26
Stocks bouncing off session lows as rates pull back from multi-decade highs. Have the yields reached a peak, or is this just a pause in the surge? Plus, Wall Street bulled up on more Meta gains, Airbnb rolls out new AI features after a rough month, and Nike reports results; where a top retail analyst sees shares heading next as the sneaker giant paces for its worst year since 1993. Fast Money
Micron Reports Results… And Sights & Sounds From Robinhood’s Hood Summit 9/30/26
Micron on the move after reporting results.How the semi stock’s latest quarterly numbers are impacting shares after-hours, and how the traders are navigating the chip trade. Plus, crude climbs as WTI trades around $90 per barrel, bank stocks show weakness leading up to earnings season, and Robinhood’s new offerings; how the brokerage is expanding trading hours and implementing AI tools to push use
Yields Spike As Consumer Confidence Drops… And Altman Weighs In On AI Pacing 9/29/26
Stocks slightly lower as interest rates continue to rise, with consumer confidence dropping to its lowest level in more than a decade. The impact on equities, and where a top market strategist sees rates heading next. Plus, Muse to take a bite of Apple, Wall St. gets bullish on Netflix, and slowing down AI; what OpenAI CEO Sam Altman had to say about the pace of growth as calls for regulation arou
Rates Keep Rising… And The Quiet Playbook For A Noisy Market 9/28/26
Stocks taking a leg lower to start the week as interest rates continue to tick higher. What a top market strategist sees in store for the Fed’s next move, and the sectors of the market that could show strength in a high yield environment. Plus Boeing’s software glitch hits shares, Netflix’s bingeing bummer continues, and quieting a noisy market; how a top money manager is silencing a hectic market
Market Resilience Despite Surge In Yields… And Options Action Ahead Of Micron Results 9/25/26
Stocks closing out the week with a gain, as markets hold up despite the surge in yields. How the historic move in bond market are impacting equities, and the stocks and sectors showing strength in the face of rising rates. Plus, Microsoft looks to beef up Copilot to catch-up to the competition, Moderna’s massive move higher continues, and an old school options action on Micron; where the Chartmast
Meta’s Rally Keeps Rocking… And A Major AI Safety Warning 9/24/26
Meta shares continuing to climb, now up 25% since launching Muse, and with the latest hardware unveiling at its ‘Connect’ conference, the optimism seems to grow and grow. Where it places the social giant in the AI race, and how they can get ahead of the competition. Plus, the latest developments out of the Trump/Xi summit, Costco on the move after reporting results, and an AI alarm bell: why a pro
U.S. 10-Year Yield Hits 19-Year High… And The Ripple Effects From Meta’s Muse 9/23/26
Stocks taking a leg lower as the 10-Year yield hits its highest level in nearly two decades. The impact of rising rates on markets, and the sectors and stocks that could see the biggest jumps and drops. Plus, McDonald’s shares get grilled after an unimpressive investor day, one quantum computing stock leaps on a major breakthrough, and Meta’s ‘Muse’ inspires more than just a boost for the social m
Meta’s Muse Ripple Effects… And A Coiled Spring In Google 9/22/26
Meta’s roll out of its new AI agent ‘Muse’ causing some ripple effects through out other parts of the market. The brokerage and financial stocks getting hit, and how the new tech could be disrupting these areas. Plus, KB Home report results, Viking Therapeutics surges on new obesity trial data, and a coiled spring in Google’s technicals; what the chartmaster sees in store for the tech giant.
Meta Surges As Muse Optimism Grows… And Novo’s Growth Plans Disappoint 9/21/26
Shares of Meta surging as optimism grows for its personal AI agent ‘Muse’. What analysts are making of the tech, and what we could hear from CEO Mark Zuckerberg at the company’s ‘Meta Connect’ conference on Wednesday. Plus, global diesel prices hit record highs, bitcoin breaks above $85K, and Novo’s stock drops as growth plans disappoint; where a top pharma analyst sees the sector heading next.&nb
Semis At An Inflection Point… And Navigating An ‘Expensive’ Market 9/18/26
A potential inflection point for semi stocks, as the group underperforms the software space this quarter. The divergence in the tech trade, and how it could set up the chip trade in Q4. Plus, an iPhone sales test for Ternus, how AI could take center stage at next week’s Trump-Xi summit, and navigating an ‘expensive’ market; how one money manager is putting cash to work amid the volatility. Fa
Stocks Climb as Oil, Yields Retreat… And Impact Of Fed Rate Hike On Housing Market 9/17/26
Stocks rallying on Wall Street as oil prices and bond yields pull back after yesterday’s Fed-induced sell-off. The sectors seeing the biggest bounce, and where one market strategist sees the 10-year heading next. Plus the nuclear trade goes radioactive, the technical take on cyber stocks, and the next move in the housing market; where a top analyst sees the market heading next after yesterday’s Fe
Stocks Drop As Fed Hikes Rates… And Energy’s Next Move As Crude Surge Cools Off 9/16/26
Stocks dropping after the Federal Reserve hiked interest rates for the first time in 3 years. The persistent inflation warning from Chairman Kevin Warsh, and the areas of the market that could see the biggest impact from the rate change. Plus, Lennar reports results, semi stocks make some moves, and the crude climb cools off; where RBC’s Helima Croft sees WTI heading next after the recent energy s
10-Year Yield Hits 19-Year High… And The Energy Outlook As Oil Surges 9/15/26
Stocks getting hit as the 10-year treasury yield soars to a 19-year high ahead of tomorrow’s Fed rate decision. The likelihood of a hike, and what it will mean for markets heading into the Fall. Plus OpenAI CEO weighs in on AI safety concerns, Goldman Sachs nears a key level, and the energy outlook as crude oil surges above $106 per barrel. And Premiere Lacrosse League’s Paul Rabil joins the Fast
Rates, Oil Rise As AI Warnings Sweep Wall St… And Banking On Blockchain 9/14/26
Stocks mostly shaking off rising rates and oil prices, as AI leaders sound the alarm on potential threats from the fast-growing tech. How the Fast Money traders are navigating the market moves, and how it all sets the stage ahead of the Fed rate meeting this week. Plus, cyber stocks surge, Novo’s rebrand as the weight-loss drug race heats up, and banking on blockchain; what the ceo of OpenReserve
Last Data Ahead Of Fed Decision… And Commemorating The 25th Anniversary Of 9/11 9/11/26
The Fed getting its final data reading before next week’s rate decision. How this morning’s CPI number all but cemented a hike, and where stocks will go after snapping a four-day losing streak. Plus, analyst reaction to the crude cool down, charting Amazon’s next move after its recent pullback, and commemorating the 25th anniversary of 9/11. Goldman Sachs CEO David Solomon joins Fast Money ahead o
Oracle Reports Results… And Mortgage Rates Top 7% 9/10/26
Oracle on the move after reporting earnings. The latest numbers and details from the quarter, and what a top tech analyst makes of the latest results. Plus how copper’s record run is impacting miners, Apple’s folding follow up, and a homebuying bummer as 30-year mortgage rates top 7%. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our
Yields Surge, Stocks Fall… And Apple’s Foldable Phone 9/9/26
Stocks take a leg lower as the 10-year treasury yield spikes to its highest level in nearly 3 years. Why the Treasury Department’s buyback announcement isn’t cooling things down, and what the yield surge means ahead of key inflation reports this week. Plus more weakness in the retail sector, Apple’s bold move into foldable devices, and the AI threat that could wipe out humanity. The stark warning
Meta’s Latest AI Agent… And An AI-Powered Hedge Fund 9/8/26
Meta on the move as the company unveils its latest AI agent “Muse”. How it stands out from the competition, and what it means for OpenAI, Google, and Anthropic. Plus, Apple’s new chief takes the stage tomorrow, the Chartmaster drives into some auto technicals at a crossroads, and the bitcoin baller Brian Kelly is back to lay out how agentic trading is fueling his new venture. Fast Money Discl
Markets look past strong jobs report... And tech’s next earnings test 9/4/26
Stocks tumble even after a better-than-expected August jobs report, sending odds of a rate hike higher yet again. Moody’s Chief Economist Mark Zandi explains why the latest employment numbers could be overstating the strength of the economy. Then, D.A. Davidson’s Gil Luria lays out his expectations for Oracle earnings expected after Thursday’s market close and what it could mean for the broader AI
AI buildout financing in focus... And stretching into Lululemon results 9/3/26
Tech in rally mode as Meta, Dell and Nvidia headline a day of big gains. The traders unpack all the moves, while Janus Henderson’s Seth Meyer explains why hyperscalers are turning to interest-free bonds to fund the AI buildout and what it means for markets. Then, all the headlines from Lululemon’s closely-watched earnings report, as investors look for signs the retailer is making a meaningful turn
Major moves in semi stocks... And what’s next for oil 9/2/26
A key day for chip stocks as Broadcom reports second-quarter numbers and the broader semi trade rallies. The traders make sense of the action, and weigh in on whether AI titan Nvidia should heed Jim Cramer’s call to ramp up its stock buybacks. Then, oil prices extend gains as new details emerge on the U.S. deal with Venezuela. MCC Global Enterprises’ Michelle Caruso-Cabrera discusses the implicati
Fast Money 9/1/26
Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed.
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.
Fast Money 8/31/26
Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed.
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.
Fast Money 8/28/26
Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed.
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.
Fast Money 8/27/26
Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed.
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.
Fast Money 8/26/26
Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed.
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.
Oil pulls back on Hormuz hopes... And a billionaire investor’s bond market warning 8/25/26
Crude oil prices retreat after Oman and Iran struck a tentative deal to reopen the Strait of Hormuz. The traders debate whether the latest pullback has staying power. Then, investor Peter Boockvar reacts to Stanley Druckenmiller’s tough stance against Treasury Sec. Scott Bessent’s planned bond buybacks. He explains why he sees merit in the billionaire investor’s pointed opinion piece. Plus, gold m
Semis slump ahead of Nvidia results... And an NFL star’s market playbook 8/24/26
Chip stocks under pressure ahead of Nvidia’s closely-watched earnings due Wednesday. The traders debate what the weakness is signaling about the AI trade. Then, two-time Super Bowl champion Logan Ryan talks investing his $80 million NFL salary and how it helped him retire at age 33. Plus, bitcoin closes in on $80k, appetite for restaurant stocks and 76ers co-owner Josh Harris on LeBron James’ move
Making sense of this week’s volatility... And Nvidia earnings on the clock 8/21/26
The S&P 500 and Nasdaq both snapping three-week win streaks as yields continue their climb. The traders debate the next move for markets and what we could hear from Fed officials next week in Jackson Hole. Then, the Chart Master gives his technical take on Nvidia as the world’s largest company gears up to report earnings on Wednesday, and Bernstein analyst Stacy Rasgon lays out what investors need
Debt worries back in focus... And Walmart misses the mark with investors 8/20/26
Yields tick higher again, even after the U.S. Treasury’s historic bond market intervention. The traders make sense of the impact on stocks, and CSIS’ Phil Luck weighs in on whether another U.S. credit downgrade could be in the cards. Then, former Walmart U.S. CEO Bill Simon joins with his reaction to Walmart’s big same-store sales decline--and why he says Target stock looks more attractive now. Pl
Treasury intervention sparks rate relief... And Moderna’s cancer moonshot 8/19/26
Yields and the dollar moving sharply lower after the U.S. Treasury pledged to step up debt buybacks. The traders debate whether the move just gave stocks the all-clear. Then, Mizuho’s Jared Holz reacts to the huge moves higher in Moderna and Merck, after the pair’s personalized cancer vaccine succeeded in a pivotal trial. Plus, new signs OpenAI is falling behind Anthropic, Target delivers a bulls
Rates surge around the globe... And sell the strength in energy stocks? 8/18/26
Global yields hit multi-decade highs, putting renewed pressure on stocks. The traders chat with CNBC’s Rick Santelli about the backup in rates, while RBC’s Lori Calvasina makes sense of the overall market impact. Then, the Chart Master Carter Worth makes the case that it could be time to take profits in oil refiners. Plus, Curaleaf’s CEO discusses a cannabis takeout target, semis lose momentum and
Memory makes a comeback... And can gold reclaim $5k an ounce? 8/17/26
Storage stocks lead the semi rally as Trump administration officials look to steer Apple away from Chinese chips. The traders debate the health of the AI trade amid new commentary from leaders of OpenAI and Anthropic. Then, Vanda’s Jens Nordvig explains how prolonged dollar weakness could send gold prices surging. Plus, the countdown to Meta’s child safety trial, Nike stumbles to 12-year lows and
Key week for retail on deck... And the next test for housing stocks 8/14/26
With the bulk of earnings season in the rearview, the attention shifts next week to reports from retail giants including Target, Walmart and Home Depot. The traders give their picks for the best-positioned retail stocks now. Then, Compass’ Mike Simonsen weighs in on the big week of housing data ahead and what it could signal about the next move in interest rates. Plus, Disney’s new CEO speaks to C
Record national debt as stocks keep climbing…and retail investor playbook 8/13/26
The national debt topping 40 trillion as stocks keep setting new records.The traders debate if the disconnect is too big to ignore. Then, MooMoo U.S. CEO Neil McDonald shares the latest read from the retail investor and how their strategies are changing thanks to AI. Plus, what’s next for Netflix after Pershing Square’s Bill Ackman new stake, Birkenstock finding its footing after earnings and Appl
AI stocks back in the spotlight... And a bold call for three rate hikes this year 8/12/26
The traders debate what’s driving strength in the AI trade today, as stocks like CoreWeave, Nebius and Super Micro all surge double digits. We also get a fresh read on the AI buildout, with Cisco reporting Q2 numbers after the close. Then, BofA Securities’ U.S. economics head explains why three rate hikes this year could still be in the cards--even on the back of a muted CPI print. Plus, Google’s
“Big Short” investor’s AI warning... And a key inflation report on deck 8/11/26
Investor Steve Eisman of “Big Short” fame delivers an AI bubble warning, coming on the heels of Nvidia’s $500 billion financing deal with top firms on Wall Street. The traders make sense of the mega-deals playing out in tech now. Then, economist Joe Lavorgna lays out his expectations for tomorrow’s CPI report—and why the former counselor to Treasury Secretary Bessent thinks the Fed should hike int
A $500 billion AI mega-deal... and whether Wall Street is getting Kevin Warsh all wrong 8/10/26
The traders react to Nvidia's milestone AI partnership with top financial institutions totaling half a trillion dollars. What CEOs from all the companies involved had to say about the deal in a CNBC roundtable today. Plus guest trader Mike Schumacher, formerly of Wells Fargo Securities, makes the case that Federal Reserve Chairman Kevin Warsh could be far more hawkish on interest rates than the ma
Markets React to Jobs Report… And The State of Emerging Markets 8/7/26
Stocks rising on an unexpected drop in July payrolls, with the Nasdaq pacing for its best week since late April and S&P 500 hitting a record high to close out the week. The traders break down the markets and momentum and if this rally can last into the coming months. Then, Mercado Libre CFO Martin de los Santos lays out the state of emerging market ecommerce and what he’s seeing for the second hal
U.S. Treasury's Surge… And Oil Prices Sink on Potential Iran Peace Deal 8/6/26
Rates on the rise as investors question Warsh’s interest rate strategy. The traders break down what to expect from the next Fed meeting and what rising rates means for the economy. Then, oil prices dipping this week as investors anticipate a potential Strait of Hormuz deal. RBC Capital Markets Managing Director Helima Croft lays out the likelihood of an official peace deal and what the Trump admin
What’s Next for the Consumer… And Metals and Materials Surge 8/5/26
The traders break down the state of the consumer as the summer winds down. Tanger CEO Stephen Yalof gives his take on where the consumer is heading and the result of the world cup on consumer behavior. Then, metals and materials surging midweek, with the XLB leading the gains in the S&P 500 and Gold reaching its highest levels since February. Plus, Alphabet drops on Exec shakeup, major tech earnin
SpaceX Earnings Report… And What’s Next for the Pharma Trade 8/4/26
SpaceX on the move in after-hours trading on the back of its first earnings report since going public. Can investors expect SpaceX to blast off, or will the aerospace giant sink even further below its IPO price?Then, major Pharma earnings from giants like Pfizer and Merck beating Wall Street estimates with Amgen and Eli Lilly on deck. Founder and CEO of Portal Innovations John Flavin lays out the
Software Leading a Market Rally… And What To Expect from Yen Intervention. 8/3/26
A market rally kicking off the week as major indexes trade at near all-time highs with software leading the gains. The traders break down what caused the historic trading day after weeks of mega-cap losses, plus key after-hours earnings from Palantir and Onsemi. Then, the Japanese Yen trading at near 40-year lows sparking U.S. intervention. Ben Emons of FedWatch Advisors lays out the best position
Treasurys Turn Higher… And Novo Sinks After Trial Failure 7/31/26
U.S. Treasurys popping to end the week as the 2 Year hits a near two-decade high and the 10 Year reaches highs not seen since January 2025. The traders break down the reason behind the surge and if this could affect the next Fed rate decision. Then, Novo Nordisk tumbling after a heart medicine trial failure. Mizuho securities healthcare sector specialist Jared Holz lays out how the company can coa
Apple and Amazon Earnings… And What’s Next for Global Markets 7/30/26
The traders watching key after-the-bell earnings like Apple, Amazon, Strategy and Coinbase. CEO of Moor Insights & Strategy Patrick Moorhead gives his take on whether Apple can withstand memory inflation and if Amazon’s cloud revenue is enough to beat earnings expectations. Then, the Japanese Yen surging ahead of a key policy meeting, and if this means central bank rate hikes are imminent. Plus, M
Major Earnings After the Close… And the Fed Keeps Rates Unchanged 7/29/26
The traders monitoring after-the-bell mega cap earnings like Meta, Microsoft and Qualcomm. Live reactions to the reports and what they mean for the tech market in the second half. Co-head of technology and portfolio manager at T. Rowe Price Tony Wang talks all things tech and where he thinks the best trades are in that market.Then, the Fed keeping interest rates at 3.5-3.75%. All the details from
The Epicenter of the AI Trade…. And Looking Ahead to the Fed Rate Decision 7/28/26
All eyes on the AI trade as earnings from NXP Semiconductors and Seagate Technology Holdings report after the bell. The traders break down what the results mean for the broader tech trade, as the SMH closes out its fourth day of losses. Then, former Founder & CEO of Geometric Intelligence Gary Marcus lays out the impact of circular AI financing and whether an AI buildout could actually be profitab
Digging in on Market Volatility… And SpaceX Hits New All-time Low 7/27/26
A big week for big tech as investors await earnings from names like Microsoft, Meta and Apple all reporting later this week. Cboe head of Derivatives Market Intelligence Mandy Xu comments on increasing risk aversion among investors, and why single-stock volatility is surging as tech giants release earnings. Then, SpaceX preparing for landing, now almost 50%off its all-time high and trading below i
Apple Earnings Next Week… And Housing Stocks Soar 7/24/26
A rocky tech earnings season continues next week after names like Alphabet, Intel and Tesla tumble upon Q2 results. The traders discuss whether the AI trade is losing steam, and what to expect from Apple’s earnings next Thursday. But while tech tumbles homebuilders soar as the home sales report shows new home sales climb in June. Then, president of Bianco Research Jim Bianco breaks down the econom
Intel Earnings Beat…And Yields Spike Ahead of Fed Meeting 7/23/26
The traders talking all things Intel after the company’s second quarter earnings, and what the results mean for the broader tech trade. Then, what a yield spike means for the economy ahead of the July Fed meeting next week. Chief economist at Ernst & Young Greg Daco lays out why investors should not expect a rate hike at the Fed meeting, and what Fed policy could look like in the second half. Plus
Big Tech Earnings… And The State of Women’s Sports 7/22/26
We’re watching shares of Alphabet, IBM, ServiceNow and Tesla after their latest earnings reports. Gene Munster of Deepwater Asset Management breaks down the numbers and how to trade big tech in the second half. Plus, what’s next for the crypto market, and a former WNBA player on the $3 billion women’s sports market.
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Counting Down to Software Earnings… And Danaher Sinks After Earnings 7/21/26
AI stocks bouncing back with major tech stocks closing in the green. The traders break down what’s causing the switch, and whether this momentum can continue throughout earnings season. Then, Danaher sinking despite beating expectations in their earnings report. Mizuho health care strategist Jared Holz breaks down why the stock is trading at near all-time lows, and why the company might need a man
Will Markets Keep Ignoring Iran Tensions?... And The AI Race to Supremacy 7/20/26
Markets picking up momentum to kick off the week despite the ongoing tension with Iran, with the S&P and Nasdaq closing in the green and crude settling below its intraday highs. The traders break down why the markets are seemingly shrugging off the war. Then, head of equity and portfolio strategy at CIBC Capital Chris Harvey lays out where he sees the market heading in the second half, and what in
Title: A Big Tech Pullback… And Time to Sell Tesla? 7/17/26
Big tech selling off to wrap up the week as names like Microsoft, Google and Meta aggressively ramp up AI spending. The traders break down how to trade these tech giants, and if massive AI buildouts will eventually lead to growth. Then, will market volatility persist? Citi Wealth’s head of portfolio strategy J.P. Coviello lays out where he sees opportunity in a time of high volatility and geopolit
Netflix Earnings Results… And What’s Next for the Energy Trade 7/16/26
A big earnings day for markets with United Health and GE Aerospace both beating the top and bottom line, but all eyes on Netflix after falling short on revenue in its second quarter earnings.Can the streaming giant recover after a rough year? Then, sparks flying in the energy trade after New York becomes the first state to ban AI data centers. Guest trader Eli Horton of TCW Group lays out how surg
Apple’s Alibaba Partnership… And Making Sense of Market Volatility 7/15/26
Apple shares surging after striking a deal with Alibaba to use its Qwen AI model in Apple services in China. The traders break down where the tech giants are heading after the historic deal, and China’s broader outlook after its GDP slows. Then, semis taking big swings. Co-founder of PEAK6 Investments Matt Hulsizer gives his take on AI shortages, market volatility and Fed policies. Plus, United Ai
Software Sinks After IBM Losses… And a June CPI Reversal 7/14/26
Software stocks falling on the back of International Business Machines releasing a bleak earnings warning, causing the stock to lose a fourth of its value. The traders break down what the plummet means for the broader software market and why the fall could be a buying opportunity. Then, the June CPI results coming in softer than expected, cooling from months-long upward moves. Former Dallas Fed p
Rates Rise Ahead of Bank Earnings… And Oil Prices Surge 7/13/26
Treasury rates soaring to kick off the week, trading near highs not seen since the start of the Iran war. The traders break down the trend and what it means for bank earnings starting tomorrow. Then, Dow Jones Energy chief oil analyst Denton Cinquegrana gives his take on future oil prices and whether consumers can expect gas prices to fall back down to their June levels. Plus, Apple trading at rec
SK Hynix Debuts on the Nasdaq… And Looking Ahead to Big Bank Earnings Results 7/10/26
SK Hynix begins trading on the Nasdaq in the second largest U.S. listing ever, raising over $26 billion and closing 13% above opening price. Tech strategist and analyst Dan Ives breaks down where the South Korean tech giant is heading next and what the IPO means for the memory market. Then, big banks heading into another strong earnings season next week. The traders lay out why Wall Street is expe
Counting Down to SK Hynix Offering… And A Major Warning Sign in the Market 7/9/26
Investors eyeing the AI trade this week anticipating the biggest U.S. listing by a foreign company ever. The traders break down what to expect when SK Hynix joins the Nasdaq tomorrow, and why U.S. shares could trade at a permanent premium. Then, Yen vs. Dollar hitting 40-year lows this month waving major red flags for the market. BK Asset Management managing director of FX strategy Kathy Lien lays
Oil Surges After U.S. Iran Strike… And Fed Minutes Results 7/8/26
Oil prices skyrocketing after President Trump strikes Iran overnight and announces the U.S.-Iran ceasefire is effectively over. Where the war is heading, and whether investors can expect oil to keep climbing. Then, the latest out of the Fed as the open market committee’s minutes report comes out. Head of investment strategy at Bryn Mawr Trust Andrew Davis gives his take on the new Fed communicatio
U.S. Banking Boom…And Record Stock Run for Kymera Therapeutics 7/7/26
Financials surging as investors countdown to second quarter bank earnings next week, expecting major growth. The traders break down what the results could mean for these names and whether banks will see major gains. Then, shares of Kymera Therapeutics soaring as its Eczema drug trial timeline moves faster than expected. The firm’s founder, president and CEO Nello Mainolfi talks trial data and wher
CNBC Special: How a Blacklisted Chinese Tech Firm Is Expanding in the U.S. 7/7/26
CNBC's Melissa Lee speaks with David Li, Hesai's co-founder and CEO, about the company's partnership with Nvidia, concerns over potential cybersecurity risks, and how Hesai is responding as scrutiny of Chinese technology firms continues to grow. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Tech Bounces Back… And SpaceX Joins the Nasdaq 100 on Fast Track 7/6/26
Stocks starting the week in the green as chip stocks rally and Apple notches its fourth straight day of gains. The Fast Money traders break down the rebound in semis and what it says about the broader market. Then, SpaceX joins the Nasdaq-100 in a historic fast-track inclusion. Niles Investment founder Dan Niles breaks down the index’s better-than-average performance and why he’s bullish on the di
Market Rotation Amidst Weak Jobs Report… And Exclusive Interview with President Trump 7/2/26
The June jobs report cutting analyst expectations in half fueling a market rotation out of large-caps and into smaller companies and industrials. FarrCrest Capital chairman Michael Farr gives his take on a broadening market after the disappointing jobs report, and what the Fed’s rate policy could look like in July. Then, President Donald Trump sits down with CNBC’s Joe Kernan for an exclusive inte
Dow Touches Fresh Record To Start 2nd Half… And A Big Bull Case On Strategy 7/1/26
Stocks kicking off the second half in the red after the Dow touched a fresh record high in the session. Why tomorrow’s June jobs report could mean good news for the economy, but bad news for markets as investors await the Fed’s next rate decision. Then, Strategy sees big gains after announcing its new approach with bitcoin. Benchmark senior analyst Mark Palmer lays out what this means for the bitc
The Best First Half Ever for Semis… And Nike Report Results 6/30/26
The first half of the year ends with chips and semiconductors soaring and software sinking. How the Magnificent 7 can stay afloat after the major software losses, and if gains in the chip and semi space will continue in the second half. Then, Neuberger senior research analyst Kevin McCarthy lays out what’s next for Nike after its fourth-quarter earnings results, and if investors are running to oth
Apple Potential Blacklisted China Chipmaker Deal …And Optimism In The Second Half 6/29/26
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
Is the Tech Slump Here to Stay?… And Opportunities Outside of Software 6/26/26
A rough week for Big Tech as investors shy away from AI and memory stocks. Deepwater Asset Management’s Gene Munster lays out why the AI trade may not be dead and how investors can navigate the tech sell-off. Then, why investors might find better returns outside of the software trade in lower-middle-market businesses. Plus, the next move in biotech after a big week, SpaceX falls back down to earth
Micron and Memory Vs. Everyone Else… And What’s Sparking a Bitcoin Sell-off? 6/25/26
Micron surging on the back of its earnings report but leaving hardware stocks worse for wear. The impact on device makers like Apple, Microsoft, and Dell, and if the memory surge is crowding out the rest of tech. Plus, where is AI heading after a rough week for tech? One Point BFG Wealth Partners CIO Peter Boockvar warns investors of a faltering AI trade but also lays out where he sees an importan
Micron Earnings Results… And Are Fed Rate-Hikes on the Horizon? 6/24/26
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Memory Losses Hit Tech… And Will Oil Prices Drop Even Further? 6/23/26
Tech stocks plummeting even further today as investors seemingly dip out of the AI trade. RBC’s Lori Calvasina breaks down what the losses mean for the future of tech and why she remains optimistic despite the struggle. Plus, major after-hours earnings reports from Cerebras and Fedex — what the results mean for the future of the AI chipmaker and transportation company. Then, what Iranian oil re-en
AI and Software Stocks Struggle… And the Best Buys in Biotech 6/22/26
An AI and Software slump kicking off the week in a tech sell-off with Google, Amazon and Microsoft all ending the day in the red. The traders break down what tech investors can expect from the losses and if this is the start of a bigger trend. Then, will a luxury property tax in New York City spark market unrest? Sotheby’s International Realty president and CEO Philip White breaks down NYC’s ‘pied
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