CNBC's "Fast Money"

Shares of Coreweave unraveling even further, with shares tumbling nearly 30% over the past 2 weeks. What the drop means for the broader AI trade, and if tech unwind has more room to fall. Plus, how iPhone Duo preorders are faring, a valuation comparison between Walmart and Amazon, and the steaming setup in Netflix ahead of its earnings report next week; how options traders are tuning into the name before the numbers cross the wires.   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.

The move lower in rates helping fuel rallies in homebuilders, discretionary, and even the tech stocks at the forefront of the recent AI rout. What the treasury changes mean for the groups, and if this is just short term reprieve, or if the rally is back in action. Plus, Wall Street’s Walmart call, pharma and health care strength, and an AI alliance; how longtime rivals Apple and Meta are teaming up as the next phase of the AI race heats up.   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.

Financing concerns hitting the AI trade, as shares of Coreweave and Oracle tumble. The capital worries hitting the trade, and if the tech debt distress is enough to keep dragging on the group. Plus, Caterpillar in need of a metamorphosis, discount retailers show strength, and the banking bummer kicking off earnings season; the sharp profit decline and regulatory penalty hitting shares of Bank Of America.   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.

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 the other names trading near records.   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.

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, counting down to bank earnings, Moderna’s cancer moonshot and the Chart Master’s call on Bloomin’ Brands.   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.

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 Trump’s tech exec awards.   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.

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 values and a lack of hurricanes are impacting the auto industry.   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.

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 your wallet beyond the pump.   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.

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 company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 hiking through the Spring, and how today’s soft jobs report will play into their next rate decision.  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.

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 Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 users to round the clock trading.   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.

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 around safety concerns continue to grow.  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.

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, and where she’s putting money to work.   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.

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 Chartmaster and Professor Khouw see the semi giant heading next.   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.

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 professor is calling for OpenAI to be shut down amid what he’s calling a “crime spree”.  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.

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 media giant. The stocks from various parts of the market seeing an impact as the new AI agent rolls out.   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.

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.  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.

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.   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.

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.  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.

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 Fed rate hike.  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.

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 spike.  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.

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 Money traders ahead of the league championships this weekend.  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.

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 sees in store for crypto and fintech ahead of the Senate’s Clartiy vote tomorrow.  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.

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 of him chairing next week’s FDNY Foundation dinner.   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.

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 collection and use of personal data for advertising.

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 from one industry expert who says the tech could kill us all…  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.

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 Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 trade. Plus, Lululemon tumbles to eight-year lows, AMC CEO’s war of words with Robinhood and what to expect from Apple’s product event next week.  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.

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 turnaround. Plus, Tesla’s Cybercab reveal, gold prices pop and how AI money is transforming the real estate market.   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.

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 implications for national security -- and prices at the pump. Plus, big gains in bank stocks, Netflix’s new content strategy and Berkshire Hathaway’s bull case for Alphabet.  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.

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.

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.

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.

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.

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.

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 miners pace for their best-ever month, Canada’s tariff tit-for-tat and Dick’s Sporting Goods posts its worst day on record. 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.

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 to Philly. 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.

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 to hear from the chipmaker. Plus, Bitcoin’s big bounce, the hype over perpetual futures and Ross Stores rings up big gains. 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.

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. Plus, bitcoin at more than two-month highs, Deere’s day in the sun and what Micron’s CEO had to say about the red-hot memory market. 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.

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 bullseye for investors and a humanoid robot maker’s massive Shanghai debut. 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.

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 what to expect from Target results tomorrow. 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.

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 how to trade home improvement stocks into earnings. 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.

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 CNBC, the traders lay out their charts of the week and why the electric sports car market is stuck at a red light. 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.

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 Applied Materials latest quarterly results. 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.

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 new AI smartphone lineup, a landmark social media trial hitting Meta and the big moves in restaurant stocks catching the attention of our traders today.   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.

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 interest rates now. Plus, all the headlines from CoreWeave earnings, On Holding’s worst day on record and the Options Action ahead of Cisco results. 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.

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 market thinks. 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.

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 half of the year. Plus, SpaceX pops and heads toward its IPO price, Airbnb soars after earnings, and the changing tastes of car buyers. 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.

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 administration could do next. Plus, Soundhound AI CEO Keyvan Mohajer on the future of the AI trade, SpaceX’s insider shares unlock, and after hours earnings from Airbnb and Lyft. 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.

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 earnings after the bell, and Disney jumping after earnings beat. 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.

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 best trades in the Pharma market, and his reaction to Novo Nordisk’s slide after disappointing guidance. Plus, why Morgan Stanley is bearish on AMD, digging into Caterpillar earnings, and can McDonald’s make a comeback? 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.

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 positioning in the Treasury market after intervention, and how to trade the volatile Yen. Plus, Airlines soaring higher, Boeing getting a double upgrade, and why it might be time to buy Amgen. 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.

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 coarse correct, and what this means for the broader pharmaceutical space. Plus, Amazon surging 15% on the back of its earnings while Exxon loses steam, and counting down to SpaceX’s earnings report as the aerospace giant trades well below its IPO price. 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.

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, Microsoft and Meta heading in opposite directions on the back of their earnings, with Microsoft seeing its best day in almost two decades. 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.

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 today’s FOMC meeting and why Fed Chairman Warsh is praising the surge in high tech capex. Plus, earnings results from Starbucks, SK Hynix and more. 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.

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 profitable. Plus, how the market will react to a possible rate hike tomorrow, where retail traders are seeing opportunity, and Ford and Visa on the move after earnings. 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.

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 its IPO price for the last eight sessions. The traders break down where the world’s biggest IPO went wrong and how investors can trade the aerospace giant. Plus, software stocks rebounding, the state of luxury real estate, and how industrials are benefitting from AI buildouts. 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.

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 economy’s real inflation concern and why he’s looking towards the AI trade despite its volatility. Plus, the latest out of Iran, HSBC’s initiates SpaceX, and why the railroad trade is picking up steam. 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.

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, Brent topping $100 a barrel on the back of Iran tensions, data on Eli Lilly’s newest GLP-1, and Google and Tesla plummeting on the back of earnings. 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.

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.  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.

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 management change. Plus, the latest on Intel job cuts, and where the middle class is feeling pricing pressures. 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.

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 investors can expect from this earnings season. Plus, a take on who could win the AI race, why Oracle can’t catch a break, and The Odyssey breathing life back into the movie theater trade. 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.

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 geopolitical uncertainty. Plus, why selling Tesla could be the move, Netflix crumbling after a disappointing second quarter, and why the biggest IPO in history is on a six day losing streak. 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.

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 surging data center demand is outpacing power availability, and the outlook for AI infrastructure. Plus, Google delaying its new Gemini model sends the stock sinking, new housing data, and an update on investor sentiment.   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.

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 Airlines XXX after its second quarter earnings report after the bell, IBM falling further, what to expect from Netflix earnings. 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.

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 president Richard Fisher gives his thoughts on what the reversal means for Fed policy and why he isn’t saying goodbye to inflation yet. Plus, bank earnings season kicking off with Goldman Sachs soaring but Citigroup sinking, the latest on the Iran blockade, what’s next for SK Hynix. 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.

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 record highs but SK Hynix hitting all-time lows, and SpaceX orbiting its initial offering price. 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.

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 expecting good results, and whether the results are sustainable long-term. Plus, Apple trading near record highs, Delta shares slipping despite its earnings report soaring above expectations, and Meta’s best week since 2024.   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.

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 out the dangers of Japan and U.S. rate differences and what policies could arise from Yen weakness. Plus, shares of PepsiCo falling after mixed second-quarter results, existing home prices at all-time highs, and how the World Cup is causing a spending spike across major cities.   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 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 communication framework, and why he’s expecting financials and health care to outperform come earnings season next week. Plus, Nvidia falling behind, Apple taking a $30 billion bite out of Broadcom, and the latest read on Auto sales. 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.

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 where the company is heading next. Plus, SpaceX stock plummeting despite bull calls on the Street, the media market under pressure, and Coke hitting all-time highs back to its century-old IPO. 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.

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 for information about our collection and use of personal data for advertising.

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 diversified market until later this month. Plus, Dell surges after Trump’s endorsement, the backlash against tokenmaxxing, and how the World Cup is causing a prediction market surge. 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.

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 interview. 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.

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 bitcoin holder, and why he sees the stock surging nearly 500%. Plus, Meta’s cloud business ventures, Walmart’s rough few months, and top dividend kings. 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.

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 other discretionaries. Plus, Bitcoin on track for its lowest levels since 2024, the trillion-dollar defense industry, and telecom trading at near-two year lows. 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.

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. 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.

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, and if Nike can run past its rough year when results cross the wires next week. 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.

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 important buying opportunity. Then, massive bitcoin outflows hit the crypto market, SpaceX prepares for landing near its IPO price, and airline stocks gaining altitude. 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.

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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-entering global markets could mean for domestic oil prices, and why it might be time to sell 2 powerhouse investment banks. 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.

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-à-terre tax’ taking effect next week, and how he believes people will react. Plus, Chevron and Microsoft strike a deal, why now is the best time to invest in biotech, and can Netflix recover from its losing streak? 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.

A full circle moment for markets as crude oil stoops to its lowest levels since the start of the Iran war and average gas prices drop less than $4 a gallon. Can consumers breathe a sigh of relief or will prices bounce back? Then, biotech stocks soaring from new products and blockbuster drugs hitting the market. Senior pharma and biotechnology analyst at UBS Michael Yee breaks down what investors can expect from an upcoming biotech boom. Plus, the Apple and Intel chip design partnership, housing and restaurant stocks leveling up, and could Toy Story 5 be Disney’s only hope after a Mandalorian disappointment? 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.

U.S. treasury's surge while stocks drop as Chairman Kevin Warsh leads his long-anticipated first Fed meeting. What we learned from his press conference, and the major overhaul coming to Fed operations. Then in a CNBC exclusive interview, CME Group’s Terry Duffy talks perpetual futures, his reaction to the Fed meeting, and why he’s stepping down as CEO after 25 years. Plus, China stocks underperform while U.S. large cap banks soar, UniQure’s 75% spike, and why Netflix investors are changing the channel. 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.

SpaceX continues to make history, shooting up 55% since its debut and overtaking Microsoft as the 4th largest U.S. company by market cap… but at what cost? The traders break down how the overwhelming success of the SpaceX IPO could be taking the oxygen out of chip and software stocks. Plus, could the crypto winter be thawing out? Skybridge Capital founder Anthony Scaramucci lays out where Bitcoin is heading after hitting $65K. Then, Caterpillar hits an all-time high, and how Netflix’s M&A attempts are weighing on the stock. 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.

A pending peace deal with Iran sparks optimism as oil prices fall and the Dow hits an all-time high. The traders discuss what investors can expect from a potential end to the war and how that impacts the Fed decision at Warsh’s first meeting as chairman later this week. SpaceX also soaring on its second day on the market, now reaching over 25% since its debut and raising over $85 billion. Then, Commodity Futures Trading Commission Chair Michael Selig talks all things perpetual futures and what regulation of prediction markets could look like. Plus, Fox Corporation seeing its worst day ever after announcing a potential Roku acquisition, and why kids in the UK might be logging off social media for good. 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.

SpaceX’s public debut on the Nasdaq makes history, reaching over $2 trillion in market cap and minting Elon Musk as the world’s first trillionaire. Wedbush Securities Global head of tech research Dan Ives breaks down SpaceX’s first trading day and where the space stock is heading next. Then, the traders discuss what a potential peace deal with Iran means for the oil market, and what to expect from Kevin Warsh’s first Fed meeting next week. Plus, SpaceX isn’t the only stock soaring - why retail and chip stocks are also on the rise, and why software is falling short. 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.

Markets rally after Trump decides to cancel strikes against Iran, and says a peace deal is near. The latest out of the Middle East, and how the traders are positioning into the end of the week. And all eyes are on SpaceX with just hours to go until the blockbuster IPO. Plus, why Oracle is tumbling post-earnings, all the details from Lennar’s earnings report, and why stakeholders in Madison Square Garden are rooting for the Knicks. 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.

Stocks selling off as investors digest the latest developments out of the Middle East, and the highest inflation read in over three years. SMBC Americas’ Chief Economist Joe Lavorgna lays out his take on the CPI report, and what’s in store for Kevin Warsh at his first Fed meeting next week. Plus, all the details from Oracle’s latest earnings report, Musk’s unique strategy for his SpaceX IPO, and how the NBA finals and World Cup combo are kicking off a sports betting golden age. 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.

A strong start for chip companies suddenly took a turn for the worse in a market sell-off. The traders break down what the reversal means for chip price levels and the broader tech market going forward. Then, Kalshi Co-founder and CEO Tarek Mansour talks perpetual futures and the prediction market surge. Plus, why Apple’s price is tumbling after its disappointing Worldwide Developers Conference, why investors are piling into defensives, and earnings to look out for tomorrow. 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.

Apple ramps up its AI strategy at its Worldwide Developers Conference as the traders break down the tech company’s position in the AI race and where Apple is heading next. Then, why energy stocks are jumping, questions on whether SPACEX’s blockbuster IPO can maintain its high price after it goes public on Friday, and if Bitcoin can bounce back after its losing streak. Plus, Citibank Chief Investment Officer Kate Moore gives her take on whether markets can rebound from the recent pullback, and the traders reveal what’s been happening at the ADA Scientific Sessions.   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.

A bleak day for markets as the Dow, S&P 500 and NASDAQ all tumble to wrap up the week. The semi stocks leading the sell-off, and if this is the start of a broader pullback. Head of Macro Strategy at Wells Fargo Mike Schumacher lays out where he sees stocks heading next, and gives his take on what this means for Fed rates. Plus, details behind SpaceX’s blockbuster IPO next week, Boeing production reaching new heights, Apple’s Siri makeover, and how retailers could benefit from an AI buildout. 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.

A mixed day for markets, as investors seemingly rotate out of tech and into financials. How the recent drops in semi stocks could be fueling the record runs in money centers and investment firms, and where our traders are positioning in the rotation. Plus, the next move for Netflix as Co-founder Reed Hastings says goodbye, how a flesh-eating parasite hitting the cattle industry is impacting some biotech stocks, and what a top retail analyst sees in store for Lululemon after the company’s latest earnings report. 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.

All things AI continuing to climb, as investors await a blockbuster SpaceX IPO, and semi and chip stocks cruise to fresh records. But is all the exuberance a sign of too much euphoria in the market? CME Group’s Terry Duffy helps break it all down, and why he sees some danger for retail investors as perpetual futures come into focus. Plus, Crowdstrike reports results, credit card stocks swipe lower, and finding opportunity in metals.  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.

Bitcoin hitting its lowest level in two months as the crypto trade continues to tumble. How the sell-off is impacting crypto proxies like Strategy, Coinbase, and Robinhood… and the latest vehicles giving investors more options to trade. Plus, Palo Alto Networks reports results, China tech stocks look to rebound, and the latest read on commercial real estate; where an industry expert still sees opportunity in the space. 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.

Berkshire Hathaway giving investors optimism about a potential bottom in the housing market, as the company announces a deal in the homebuilding space. What it could mean for the sector as it struggles with rising mortgage rates and weak consumer confidence… and what it means for Berkshire’s traditionally value-focused strategy. Plus Nvidia gets in on the PC space with a new chip, Billionaire Barry Diller’s firm raises the stakes on a casino deal, and a rally with an expiration; why one market strategist says the clock is ticking on the record climb, but it’s not stopping him from finding opportunity. 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.

Dell surged after earnings last night, bringing its gains for the month to more than 100% and leading the S&P and Nasdaq to records. But can the gains last? Plus the world’s biggest oncology conference kicks off this weekend. What to expect in pharma deals and data. 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.

A post-earnings pop in Snowflake sends the software ETF to its highest level since late January, but can the rally keep its momentum? Plus Joe Lavorgna, a one-time advisor to the Trump administration is calling for 100bp of rate hikes this year. He lays out his reasoning.  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.

Shares of Meta moving higher as the social giant rolls out a new subscription plan for its platforms. What the changes will look like to Facebook, Instagram, and WhatApp… and if the new offerings can keep boosting Meta’s stock. Plus Salesforce reports results, oil continues to pull back, and why a top market strategist is keeping cash on the sideline as a so-called “market irony” plays out amid the uncertainty.  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.

AI demand fueling Micron’s big jump today, powering the tech giant to fresh record highs. The major market cap milestone it just hit, and what one memory sector analyst sees in store for the chip giant. Plus health insurers feeling under the weather, The New York Knicks championship run fuel a supercharged potential spin off from MSG, and where a top money manager is still finding opportunity despite the market’s record run. 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.

Markets higher today, and the Dow setting a fresh record, as Kevin Warsh is sworn in as the next Fed Chair. We dig into the moves, and how the central bank is positioning its policy under the new head. Plus we’re all waiting for OpenAI to file to go public. What one top VC sees in store from the slew of incoming IPOs. 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.

Walmart raising the alarm bells on the consumer, as the big box retailer posts a disappointing outlook amid rising gas prices. How the oil shock is hitting shopper’s wallets, and what we can expect to hear about the consumer when competitors report results next week. Plus, details on OpenAI’s IPO timeline, how Spotify is raising the volume for its superfans, and Eli Lilly’s heavy hitter; how the pharma giant is moving forward in the weight loss drug space with its next-gen obesity drug. 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.

All eyes on Nvidia as the semi giant reports results. The latest numbers and details out of the company’s earnings report, and where a top tech analysts see the stock heading next. Plus Target and TJX Companies give a read on the consumer, crude’s pullback boosts the travel trade, and how the retreat in yields are boosting stocks. A top market strategist joins the Fast Money traders to dig into what we learned from the Fed minutes, and how it may impact the central bank’s rate decision in June. 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.

Yields on long-dated Treasuries hit their highest level in nearly 20 years and stocks ended the day lower across the board. Are equities finally starting to reflect the risks in the market? Plus Nvidia reports earnings after the bell tomorrow. What investors will be watching and how to position now. 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.

Nvidia isn’t the only big earnings report on the calendar this week. Why Walmart could give a better read on the economy, the consumer and the markets. Plus a jury deciding against Elon Musk in his lawsuit vs. OpenAI. What we can expect next and what’s it mean for OpenAI’s IPO plans. 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.

Stocks rounding out the week in the red, as rates tick higher. The sectors seeing the biggest drops inside today’s sell-off, and where a top investment strategist is putting money to work. Plus, a resource rout hits metals and miners, Microsoft bucks the trend as a billionaire buys in, and checking out on retail; the names a top analyst is trying on ahead of the group’s earnings next week. 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.

Shares of AI chipmaker Cerebras surging in its Nasdaq debut, topping $100 billion in market cap after a blockbuster IPO. How the rest of tech fared in today’s rally, and how the Fast Money traders are positioning in the group. Plus Applied Materials reports results, Biogen pushes ahead despite disappointing drug data, and the latest out of President Trump’s China trip. The CEOs and companies able to leave the mainland with a deal. 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.

Nvidia CEO Jensen Huang adds to a stacked invite list of company chiefs joining President Trump on his trip to China.  What to expect out of his discussions with Xi Jinping, and how the meeting could impact the company’s being represented. Plus Cisco and Stubhub report results, Ford drives higher after some Wall Street love, and cashing in your chips; why the chartmaster is selling out of semis with the group at all-time highs. 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.

Yields rising, with stocks pulling back from records, as investors digest this morning’s hotter-than-expected inflation data. How the Iran War and surging energy prices are impacting the U.S. economy, and how the Fast Money traders are navigating the equity volatility. Plus your next lightning fast prime package, Ebay rebuffs Gamestop’s takeover bid, and where the Chartmaster sees one gold miner heading after a big run over the past few years. 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.

Cracks in the consumer seem to be widening, as retail takes a leg lower ahead of the group's earnings reports. The names pulling the XRT retail ETF lower on the back of its 3-week losing streak, and how the Fast Money traders are positioning in the names ahead of the results. Plus Netflix shares get chilled, Copper shines as the metal closes at a record high, and the semi testing company that’s quintupled over the past year. The CEO joins the Fast Money crew to dig into what makes the company stand out. 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.

Stocks hitting fresh record highs, and notching a sixth straight week of gains, but could there be some trouble brewing under the surface? How stocks are holding up this earnings season when the Mag7 aren’t carrying the weight, and if the lagging sectors can keep up with the AI & tech trade. Plus Intel surges after an Apple deal, the strong memory for one ETF that’s attracting lots of options activity, and what to expect out of President Trump’s meeting next week with China’s Xi Jinping. 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.

Consumer health in focus, as companies sound the alarm on spending. What we’re hearing out of fast food chains like McDonald’s and Shake Shack, and how even gyms, pet companies, and consumer staples are seeing signs of a pinch. Plus the latest results out of Coreaweave and Coinbase, the state of housing with the spring season underway, and The Chartmaster Carter Worth and Mike Khouw tag team an old school Options Action on Apple as the tech giant trades at a record high. 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.

Semi stocks on a tear, as AMD surges after earnings, and Nvidia powers the market higher after a partnership with fiber optics maker Corning. The latest chip trends leading the trade, and how much more these stocks can climb. Plus Some Disney magic after reporting, Joby Aviation takes off, and a global go-ahead… how progress in the Middle East is giving overseas markets room to run.   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.

Semi stocks soaring, as Intel and memory names jump double digits. How much more this trade can climb, and how our traders are positioning in the chip rip. Plus, Meta’s copyright complications, Coinbase cuts heads as AI shakes up the workforce, and the CEO of biopharma company Protagonist on its recent drug approval and the stock’s big run up over the past year. 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 prices jumping on the latest developments out of the Middle East. How the energy spikes are impacting already high gas prices, and the impact it’s having on equities as stocks pull back from record highs. Plus, all the after-hours action in shares of Palantir & Paramount, clarity on Clarity helps fuel a crypto jump, and how a legendary Hollywood producer brings the magic to the silver screen as “The Devil Wears Prada 2” tops the box office this weekend.   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.

The S&P and Nasdaq closed at records after Apple’s earnings report last night. And with more than 60% of the S&P reporting results, what have we learned and can the rally continue? Plus a new study shows just where the wins are coming in the prediction markets, and how algorithms are outbetting traders. 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.

Apple shares on the move after the iPhone makers latest earnings report. It was one of Tim Cook’s last quarters as CEO. What he had to say about results and his tenure. Plus major indexes closing out April with gains. The Dow up nearly 800 points and Intel posted its best month since going public 55 years ago – more than doubling in April! 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.

A powerhouse earnings palooza… with Alphabet, Microsoft, Meta, Amazon all reporting results. The details from the Mag7 reports, plus the numbers from Qualcomm, Ford, and Chipotle’s quarters. And if all the earnings weren’t enough, a Fed decision as well. What we heard from the central bank today in what could be Chair Powell’s last presser, and what to expect from his successor after clearing a key Senate hurdle on the path to a final vote. 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.

AI & tech stocks taking it on the chin as concerns surround OpenAI after reportedly falling short of internal revenue and growth targets. The names seeing the biggest losses, and what it all means ahead of a big day of Mega Cap Tech earnings tomorrow. Plus all the after hours earnings action in Starbucks, Seagate, Visa, and Robinhood. And what to expect ahead of what could be Powell’s last Fed meeting.  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.

Chip stocks in focus, as the SOXX Semi ETF snaps its historic win streak, but it’s not stopping the single stock moves. How Intel, Nvidia, and the memory makers are surging to fresh records, and how the Fast Money traders are positioning in the semi trade. Plus the latest energy moves in one oil services ETF, why Domino’s Pizza failed to deliver, and the latest read on the Retail trader. The CEO of one online trading platform joins us to lay out how his company is leveraging the AI surge to help investment strategies. 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.

Shares of Intel hit all-time highs after last night’s blowout earnings report. What it says about the rest of the semi trade and what it could mean for AI. Plus nearly $16 trillion worth of mega cap tech stocks report results next week. What to expect from those earnings, and how options traders are setting up.  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.

Shares of Intel on the move after reporting results, as the tech stock looks to continue its rally this year. What top tech analyst Gene Munster makes of the quarter, and why the software side of the tech trade is glitching out. Plus, Lululemon drops on a CEO shake up, The Chartmaster lays out the prognosis for the health care sector, and one strategist raises a warning flag on a market that may be “too nonchalant”. 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.

Tesla on the move after reporting results, as investors dig into the EV makers latest numbers. What top tech analyst Gene Munster makes of the quarter, and the headlines out of the company conference call. Plus, it’s not just Tesla, we’ll wrap up all of the other after-hours movers, and dig into the “picks & shovels’ of the AI trade as chips, memory stocks, and data center providers take a leg higher. 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.

Shares of Intel in rally mode, as the tech stock climbs 80% this year as investors eye its next earnings report on Thursday. The reasons behind the move, and why Wall Street is jumping on the band wagon. Plus United Airlines reports results, the Chartmaster hits Apple’s technicals on the back of its leadership shift, and all the headlines out of Fed nominee Kevin Warsh’s hearing on the hill. 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.

Stocks kicking off the week snapping a major winning streak, as investors eye the next move in the fragile Mideast ceasefire. The details behind the latest developments, and the impact on oil as prices tick back up. Plus a combo in the construction supplies space, Eli Lilly’s latest drugmaker deal, and how the Strait of Hormuz closure could mean a lump of coal this holiday season. And get ready to have your mind blown when Oz The Mentalist stops by the Fast Money desk. 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.

A huge day for markets as stocks surge and crude tumbles after the Strait of Hormuz reopens following the Israel-Lebanon ceasefire. The impact it’s having on airlines, cruise lines, builders and retail as the “war trade” unwinds. Plus, Netflix sinks after earnings and a leadership shake-up, Apple gets a boost on strong China shipment data, and we track biotech as the XBI biotech ETF hits 5-year highs. And a massive slate of tech earnings on deck next week — including Tesla and Intel. 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.

Netflix on the move after-hours following its latest earnings report. What we’re hearing out of the company conference call, and what a top media analyst sees in store for the streaming wars. Plus Taiwan Semi delivers results, The Chartmaster boards the Transports train, and the impact on oil and gas prices as analysts digest the energy infrastructure damage through out the region. 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.

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. 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.

Nvidia and the rest of the Mag7 stocks helping fuel a big tech bounce, with software, semis, and nearly every part of the tech trade in the green. What the Fast Money traders make of the action, and if the good times can continue. Plus Why one bank analyst is calling the private credit concerns overblown, a potential mega merger in the airline space, and why JPMorgan CEO Jamie Dimon is warning of increasingly complex economic risks. 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.

Stocks rebound to close out a winning week as investors track a fragile U.S.-Iran ceasefire ahead of negotiations in Pakistan. Plus, a closer look at Anthropic’s Mythos and rising fears it could supercharge cyber threats, with major banks and policymakers now on alert. And as new data underscores an affordability crunch for consumers, we count down to bank earnings and the next key catalysts ahead. 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.

Software stocks sitting out of today’s market move higher, as Anthropic’s latest AI model becomes the latest thorn in the group’s side. The names getting hit the hardest, and the latest developments out of the Middle East sparking today’s rally. Plus, Google and Intel expand their AI chip partnership, Disney plans layoffs under its new chief, and how today’s inflation data could impact the Fed’s next rate decision. 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.

Stocks surge and oil plummets after U.S-Iran ceasefire headlines give Wall Street a jolt. How the Fast Money traders are navigating the bounce, and where a top market strategist sees markets heading next. Plus, Delta jumps after earnings as it pulls down growth plans with jet fuel costs still elevated, Alibaba bounces on a new data center launch, and with bank earnings right around the corner, we look at what the charts are signaling — while investors keep a close eye on commercial real estate and the market’s shifting sentiment after weeks of war-driven volatility. 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.

Stocks closing the day mixed as investors await the latest developments out of the Middle East. Why one market strategist says the worst case scenario for the market isn’t priced in just yet, and how our traders are positioning amid the volatility. Plus Apple’s foldable iPhone timeline, Wall Street turns bearish on builders, and the next move in oil prices as the supply disruption continues. 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.

Stocks kicking off the week with a slew of developments out of the Middle East. The market reaction ahead of President Trump’s Strait of Hormuz deadline, and the impact on oil prices with WTI Crude sitting at triple digits. Plus, how airlines are offsetting jet fuel costs with rising prices, the strong performance in memory stocks, and the “big shock” that could be waiting in this week’s inflation data. 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.

Stocks paring early losses to round out a volatile shortened week. How President Trump’s Iran War address impacted the markets, and the latest oil surge pushing WTI Crude prices back to triple digits. Plus Tesla’s disappointing deliveries, Bitcoin’s latest leg lower, and how one private wealth manager is playing defense to weather the market storm. 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.

Stocks bounce as traders brace for President Trump’s address on Iran, but the uncertainty isn’t going away. Why one top macro investor isn’t believing the bounce and says it’s time for a “cash buffer.” Plus, the spring housing bummer as mortgage rates rise, Nike hits 10+ year lows after earnings, and SpaceX gears up to lift off. How the rocket company’s confidential filing for an IPO could set the stage for a record offering. 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.

Stocks surge and oil falls on reports the Iran War could be nearing an end. The sectors and stocks seeing the biggest jumps, and how Nike is faring after reporting results. Plus the latest semi investment from Nvidia, all the M&A action in the pharma space, and the massive layoff announcement from Oracle as the software maker ramps up its AI spend. 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.

A volatile day for stocks as memory-chip names reverse sharply and investors eye the latest developments in the Middle East — and why one top strategist says this week is “maximum uncertainty” with a key S&P level in focus. Plus, crude bounces higher as energy stays in the spotlight, banks try to stabilize but remain under pressure, and we look ahead to Nike earnings at near-decade lows. Eli Lilly pushes deeper into GLP-1s — including potential use in substance abuse — as investors track the next big catalyst in healthcare.   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.

Wall Street’s selloff picks up steam to close out a roller-coaster week, with the Dow sliding deeper into correction territory as traders watch what’s next for the Fed amid the latest developments in the war with Iran — and Peter Boockvar joins with his take. Plus, Citi slides on deal chatter, the yen continues to fall against the dollar with intervention buzz rising, and bitcoin hovers near $65K. And as the week wraps, Nike heads into earnings at near-decade lows — can it turn things around? 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.

Shares of Meta sinking as the social media giant faces penalties in 2 separate lawsuits. The small slap on the wrist in terms of fines, but the more impactful drop in shares over the last month. Plus, Rate hike odds increase as inflation forecasts rise, the impact on airlines as DHS shutdown continues, and the robotaxi milestone Waymo just cleared. 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.

Stocks take a leg higher after the U.S. reportedly sends a peace plan to Iran. But with markets seeming to swing on any headline out of the middle east, our traders lay out the charts they’re watching for clues on the markets next move. Plus, Trading Trump announcements. Why a spike in oil futures ahead of Trump’s latest Iran announcement is turning some heads, and the suspicious trading pattern raising some red flags. 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.

Yields spiking after today’s treasury auction showed weak demand, as stocks failed to build on yesterday’s momentum. Why a top market strategist says bond market investors are in “bunker mentality” right now, and why he’s alarmed at today’s showing. Plus KB Home reports results, how an updated Claude Code could reportedly be gaining more control over your computer, and Palo Alto Networks CEO on the rise in AI threats and the step up in security holding them back. 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.

Stocks surging as President Trump says the U.S. and Iran have held ‘productive’ talks with Iran. Why the equity jolt lost some steam through out the session, and what one wall street forecaster says is the top risk for the market right now. Plus How airlines are positioning for higher jet fuel costs, the betting boost for stocks like Draftkings and Flutter, and the CEO of Insmed on the company’s latest trial results. 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.

Stocks sell off to wrap out a second straight week of losses, with the Nasdaq entering into correction territory. The latest developments out of the Middle East weighing on markets, and if there’s more pain to come next week. Plus it’s not just equities feeling the impact, as oil continuing its climb higher. Why a top energy analyst says we’re reaching a “critical stage” in the recent oil shock, and where he sees prices heading next. 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.

Rates across the world are climbing as central banks raise inflation warnings. How yesterday’s Fed decision sets up a potential rate *hike* at the bank’s June meeting, and when the recent jump in yields could finally hit the equity market. Plus, Eli Lilly’s latest trial data, Novo’s FDA approval, and the patent expiration that could shake up the weight loss drug space.   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.

Micron shares on the move after earnings, and we break down what the results and guidance mean for the AI memory trade with S&P Global’s Melissa Otto. Plus, market reaction to the latest Fed rate decision, private-credit stress spills into consumer loans, and a spotlight on Josh D’Amaro’s first day as Disney CEO. 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.

Storage stocks rallying to record highs, as demand for AI memory continues to climb. How much farther the group has to run, and what Nvidia CEO Jensen Huang said about the next evolution in the space. Plus The numbers out of Lululemon’s latest quarter, and where a top retail analyst sees the space heading next as the consumer grapples with a messy macro backdrop. 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.

All eyes on Nvidia, as the chip giant kicks off its GTC conference. The next-gen GPU’s investors are waiting to hear about, and what it means for the stock’s next move. Plus Stocks rallying to start the week, as oil pulls back on the latest developments out of Iran. What a top market strategist needs to see before buying the dip, and the areas of the market where he’d put new money to work. 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.

A fresh wave of semi catalysts lining up for next — from Nvidia’s GTC event to Micron earnings and an AWS–Cerebras tie-up. What Fast Money Friend Gene Munster is watching, and what to expect from Nvidia’s CEO Jensen Huang when he takes the stage. Plus Jefferies’ David Zervos joins us with a simple message for investors: “Don’t panic,” as traders weigh inflation risks, Meta’s reported AI delay, and Boeing’s push to fix wiring issues. 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.

The Dow, S&P, and Nasdaq all dropping more than 1% as oil spikes. The latest developments out of the Middle East pushing crude back towards triple digits, and how the Fast Money traders are handling the latest swing in stocks. Plus the latest black eye in the private credit crunch, Adobe results moving the software stock after hours, and how the supply chain disruptions in the Strait of Hormuz could impact your next grocery bill. 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.

Stocks ticking lower, as crude oil edge higher after the IEA announced it would release a record 400 million barrels of oil to address the Iran War supply disruption. The latest developments out of the Middle East, and how global markets are responding. Plus RBC’s Lori Calvasina lays out how she’s navigating the volatility, and where she sees putting money to work. 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.

Shares of Oracle on the move after reporting results. The latest numbers from the quarter, and what the company is saying about its data center construction. Plus, a wild day for stocks as investors digested the latest developments in the Middle East. The impact on energy prices, and how a top investment strategist is navigating the volatility. 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.

Stocks stage a major reversal as President Trump weighs in on the Iran War timeline, and where a top oil analyst sees the energy sector heading next after crude oil spikes above $100 per barrel. Plus, the latest on a Microsoft–Anthropic AI deal, Hims & Hers jumping on a new collaboration with Novo Nordisk, Bitcoin volatility below $70K, and shutdown-fueled airport delays snarling travel. 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 is ripping higher as the war in the Middle East disrupts fuel supplies — with WTI Crude posting its biggest weekly gain on record. We break down what rising gas prices mean for the consumer with Moody’s Mark Zandi, and the stocks that could benefit as the Strait of Hormuz stays closed. Plus, banks stay under pressure, UBS upgrades pharma, and Wells Fargo’s Michael Schumacher joins to game out what oil — and the latest jobs data — mean for rates, Treasuries and the broader macro picture. 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.

Stocks selling off on Wall Street as crude oil continues to climb, and interest rates tick higher as investors digested the ongoing conflict in the Middle East. How the traders are navigating the whipsaw moves in stocks this week, and where they’re finding opportunity in the drop. Plus concerns still lingering over the private credit crunch, but could the fears be overblown? Why the CEO of an investment management firm says there’s a “witch hunt” happening in the space. 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.

Stocks jumping across the board as investors digested the latest developments out of the Middle East. The groups leading the charge, and the oil spike impact on equities, rates, and currencies. Plus software stocks are looking to make a comeback this week, as the group looks to rebound from its recent sell-off. Salesforce CEO Marc Benioff joins Fast Money for an exclusive interview on how he’s navigating the tech trouble. 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.

Stocks dropping early in the session before cutting the losses, as investors digested the latest developments out of the U.S.-Iran War. The latest headlines out of DC and the key levels the Fast Money traders are watching ahead of tomorrow’s session. Plus Target bucking the sell-off after reporting results this morning, but one former retail chief says the Iran oil shock may put a major strain on consumer spending.   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.

Stocks reversing midday as investors bought the dip after the U.S.-Iran attacks. How the energy market is responding, and what the conflict will mean for markets. Plus, What JPMorgan CEO Jamie Dimon had to say about the recent private credit crunch, the rebound in software stocks, and how AI is shaking up trading platforms and prediction markets. 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.

Stocks selling off to close out the week, as investors digested a hot inflation report. The credit-linked concerns weighing on banks, credit card companies and asset managers, and the stocks one top bank analyst is leaning into on the weakness. Plus, the software slump continues with the IGV software ETF down more than 20% so far this year, but Morgan Stanley’s Katerina Simonetti is laying out where she sees some opportunity in the tech tumble. 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.

Nvidia rolling over after earnings last night, and failing to lift markets as investors sell out of tech and semi stocks. The names getting dragged down, and where one top tech analyst sees Nvidia and chip & software stocks heading next. Plus the latest numbers out of Dell and Coreweave, weakness in China tech, and the battle between Paramount Skydance and Netflix as the media companies battle for Warner Brothers Discovery. 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.

The AI and software trades get a big test with Nvidia and Salesforce reporting results. What a top tech analyst sees in store for the names, and the conference call headlines moving shares after hours. Plus, a rough day for homebuilders, the real read on consumer affordability with the CEO of Tanger Outlets, and a read on retail investor sentiment from Charles Schwab. 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.

Day 2 of Fast Money Live from Miami Beach for the iConnections Global Alts Conference. Melissa & the traders dig into a wall of worry surrounding the AI trade, as JPMorgan CEO Jamie Dimon weighs in on investor complacency. How markets are reacting to a potential bubble brewing in the space, and the stocks to watch as concerns pile up. Plus the opportunities in private credit as Blue Owl faces a potential liquidity crunch, and if the real estate sector can continue to climb after a strong start to the year. 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 is live from sunny Miami Beach for the iConnections Global Alts Conference, as stocks try to find their footing with tariffs, AI, and financials all in the crosshairs. Plus, we dig into the state of private credit as fresh concerns ripple through the space. And don’t miss the next move in crypto after a drop below $65,000, Novo’s selloff on new trial results, and the opportunities in Japan as the Nikkei hovers just below records.  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.

Stocks staging a massive rebound after yesterday’s sell-off, with tech, software, and crypto all bouncing back. But is the rally just a mini correction, or a broader shift in the market fundamentals? Plus The next move in Bitcoin after it’s snapback, the latest prediction market plays ahead of Sunday’s big game, and why retail investors are staying upbeat despite the recent weakness.  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.

Google parent company Alphabet on the move as the tech giant reports results. The details and numbers from their latest quarter, and why tech analyst Gene Munster sees the stock topping the Mag7 group this year. Plus Eli Lilly and Novo Nordisk heading in opposite directions as the weight loss drug race enters its next leg. Why one top health care analyst is flagging management confidence and pricing algorithms as the difference makers. 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.

Tech leading today’s sell-off, with investors dumping software stocks as the AI revolution threatens the sectors growth model. The names getting hit, and the latest comments from Nvidia CEO Jensen Huang on the company’s deal with OpenAI. Plus, AMD and Chipotle report results, Bitcoin’s slide continues, and the next move for Novo Nordisk after the stock tanks on a sales warning from the company. 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.

Oracle planning to raise up to $50 billion for its AI infrastructure build, as Nvidia’s deal with OpenAI seems to still be on the table. Why the move could be the semi giant’s largest investment ever, and how the AI financing headlines will impact the artificial intelligence race. Plus Gold, Silver, and Bitcoin volatility rattling Wall Street, but Evercore’s Julian Emanuel isn’t letting the swings sour his bull case. Why he still sees the S&P climbing despite the commodity and crypto crunch. 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.

President Trump selecting former Fed Governor Kevin Warsh to succeed Jerome Powell as Fed Chair. The market, treasury, and dollar reaction, and what to expect from Warsh as Trump continues to push for lower rates. Plus tech earnings continue next week, with investors eyeing the massive AI capex plans. If the investment will pay off, and which company has the edge in the artificial intelligence race. 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.

Big tech earnings roll on with Apple reporting results. The numbers from their latest quarter, and what Fast Money friend Gene Munster thinks of the recent rout in the software space. Plus Crude prices surging as Mideast tensions ramp up. How the U.S. may respond, and what one oil analyst sees in store for the energy sector.  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.

Meta, Microsoft, and Tesla on the move as the tech giants kick off Mag 7 earnings. The numbers out of their quarters, and what Fast Money friend Gene Munster sees in store for the group. Plus, Powell’s pause. The Federal Reserve leaving rates unchanged, as the central bank’s economic view improves. What Fed Chair Jerome Powell had to say about their latest decision, and who could be his replacement as President Trump ramps up his criticism. 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.

GM surging to a fresh record high as the automaker tops earnings expectations. The dividend and buyback announcements they’re making, and what CEO Mary Barra had to say about the company’s next move. Plus A look at overseas investing, as the weaker dollar boosts markets abroad. Where one portfolio manager sees the biggest discounts, and the foreign stocks that could climb even higher. 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.

Gold and silver hit fresh records as the dollar slides, and investor Peter Boockvar sizes up the Fed meeting with a massive earnings week on deck — including whether Big Tech’s AI spending holds up. Plus: Nvidia takes a stake in CoreWeave, the latest on the travel trade after this weekend’s snowstorm, and a private-credit warning from BlackRock TCP Capital ripples through the space. 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.

Big tech earnings on deck, with Meta, Microsoft, Tesla, and Apple headlining the Mag7 action next week. If the group can bounce back after a tepid start to the year, and the names that saw the most action this week leading up to the reports. Plus Gold and silver at records, while India sells out of U.S. treasurys. What our international ambassador Tim Seymour sees in store for the emerging markets, and the next move for heavy metals. 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.

Intel on the move as the chipmaker reports quarterly results. The numbers from the quarter, and where top tech analyst Gene Munster sees the stock heading next. Plus, President Trump going after JPMorgan and its CEO Jamie Dimon. Why he’s suing the big bank, and how other financial institutions are considering his credit card cap rate plan. 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.

Stocks rallying late in the day after President Trump called off new tariffs on Europe, saying a deal framework has been reached over Greenland. The stocks and sectors seeing the biggest moves on the news, and what a top tech analyst sees in store for the group. Plus what the President had to say about his next pick to lead the Fed. 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.

Shares of Netflix and United Airlines on the move as the company report results. The latest on the streaming giant’s bid for Warner Brothers Discovery, and what United CEO Scott Kirby has to say about the company’s latest numbers. Plus, the latest out of President Trump’s White House briefing, the surge in Natural gas prices as freezing temperatures hit millions across the U.S., and the stocks that bucked today’s sell-off. 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.

Apple falling far from the tree, as the tech giant closes out its 7th straight week of losses. How it’s faring against the other Mag7 names, and if the stock can bounce back after its recent rut. Plus new car prices continuing to speed higher, as the White House makes another affordability push. How they’re hoping to lessen the sticker shock, and the stocks that could see an impact.. 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.

Goldman Sachs surging to fresh records as earnings top estimates, while some Mag7 stocks continue to struggle against the broader market. So will the big bank keep bumping, or can the big tech trouble make a turnaround? Plus the weight loss drug wars are heating up, with focus turning to the GLP-1 pill. The latest data from one pharma company, and what the CEO sees in store for the company as competition continues to climb. 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.

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.

Another affordability push from the White House, as the Trump administration targets power costs associated with the AI buildout. The companies in focus, and how they could help offset the electricity costs. Plus The latest from JPMorgan’s Health Care conference. What one bipharma CEO sees in store for the industry.  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.

Credit card stocks sinking as President Trump calls for a interest rate cap. The details on his plan, how it’s hitting the big banks, and the odds a credit card cap could come to fruition. Plus President Trump’s Powell probe, as the DOJ launches a criminal investigation into the Fed Chair. The renovations coming under scrutiny, and what the probe means for the future of Fed independence.  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.

Mortgage rates dropping to nearly 3 year lows, as President Trump announces he’s ordering Fannie and Freddie Mac to buy $200B in mortgage bonds. The impact on housing and rates, and what the moves mean for affordability as would-be buyers sit on the sidelines. Plus Meta inking more nuclear deals, as the tech giant looks to power its AI ambitions. The names they’re teaming up with, and what the data center demand could look like this year. 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.

A Mag-7 Market Cap switch, as Alphabet overtakes Apple for the first time since 2019. Why a top technician is turning sour on the tech giant, and if the stock is in store for a rough 2026. Plus, Venezuela, earnings, and economic data moving markets, but a top volatility expert is flagging the single stock swings as the metric to watch. 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.

Major changes could be coming to the housing and defense sectors. The stocks seeing an impact from President Trump’s latest announcements. Plus, Oil in focus as up to 50 million barrels head to the U.S. from Venezuela. What it could mean for prices at the pump, and what the Secretary of Energy has to say about the moves. 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.

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.

Stocks rallying to start the week after the U.S. action in Venezuela and the capture of leader Nicolas Maduro. How oil and energy are leading the charge, and if larger geopolitical conflicts will follow. Plus an exclusive interview with Nvidia CEO Jensen Huang, fresh off the stage of the company’s CES event in Las Vegas. His take on AI, robotics, competition, and more. 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.

Major markets kicked off the year well off their session highs, but what stage does the action set for the rest of the new year? We’ll debate. Plus Tesla deliveries drop and it’s lost its spot at the top of the EV race. But will robotaxis and robots help it regain its footing? 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.

2025 trading is in the books, with the S&P 500 locking in a 16% gain. How our traders are positioning into the new year after solid runs in some major stocks, and where they see the most opportunity in 2026. Plus, Charting out UnitedHealth’s next move. After a rough year for shares of the insurance giant, the Chartmaster Carter Worth is seeing some positive signals in the beaten down name. The key levels to watch, and where that stock could head in the new year.   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.

Big Banks on pace for a standout year. The money centers with double digit gains, and if the financials sector can stay on focus in 2026. Plus New Year, New interest in AI? What the VC landscape is looking for in the red-hot AI space, and where an early stage investor sees the most opportunity.   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.

Is the fever breaking in the AI & metals trade? The chip & tech stocks seeing outsized drops, and how Silver reversed course in a major way after hitting records. Plus the next move for the tech trade after a standout year, and the stocks one top analyst is betting on in 2026, but Nvidia isn’t one of them.   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.

Precious metals prices have surged this year, hitting all-time highs and far outpacing the stock markets. What’s in store for the trade in the new year, and can the gains keep coming? Plus the holiday shopping season is officially in the books. Who came out on top, and how is the long-strapped consumer set up for 2026?   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.

The S&P 500 closing at a fresh record high, as commodities come along for the ride. If the metal moves in Gold, Silver, and Copper can keep rocking into the new year, and how this morning’s strong GDP report will impact the Fed’s next rate decision. Plus Shares of Novo Nordisk on the move as the pharma company’s weight loss pill gets approved by the FDA. How the decision can tip the scales for Novo, and what one analyst sees in store for the weight loss drug space. 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.

Another chapter in the battle for Warner Brothers Discovery, as Larry Ellison steps in to back Paramount Skydance’s offer. How the father & son combo could help seal a deal, and where the development puts Netflix. Plus the financial sector just underperforming the broader market this year, but could 2026 see a bank breakout? Why one bank researcher says there’s big opportunity in small banks.  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.

Just a few trading days left in 2025, and there’s an AI battle royale brewing between hardware and hyperscalers. The moves in Micron, Nvidia, and Oracle as Mag-7 hyperscalers largely sit out of today’s rally. Plus A TikTok spinoff deal, and an $11B weapons package to Taiwan. All the headlines swirling around U.S.-China relations, and how it can all impact global markets. 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.

Nike and Fedex on the move after reporting results. The details from those quarters, and why today’s delayed CPI data isn’t calming one market forecaster's inflation worries. Plus Shares of Insmed taking a dive as the company discontinues development of a key drug after disappointing trial results. What it means for Insmed’s future, and what one health care analyst sees in store for the broader sector. 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.

Shares of Oracle take a hit as Blue Owl reportedly won’t back the company’s $10B data center in Michigan. What it means for the stock as it hits levels not seen since mid-June, and how it’s impacting the broader AI trade. Plus Volatility spiking as stocks sell off. What the uptick in stock swings mean for markets heading into year end, and how you can position your portfolio with a new year on the horizon. 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.

Crude continuing its crumble as WTI dips below $55 a barrel. The next move for the energy sector as it struggles to see any gains this year. Plus Why Jefferies’ David Zervos still sees a goldilocks scenario in play for the market as we head into year end. 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.

Shares of Ford on the move after the automaker announced a $19.5b write off of its electric vehicle business. What the company is focusing on now, instead. Plus Terns Pharmaceuticals announced positive results for its new cancer drug last week. The CEO joins to lay out next steps for the company.    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.

Shares of Broadcom and Oracle suffer from “AI Angst” to end the week, taking a bite out of tech stocks and the broader market. Plus news President Trump will soon reclassify marijuana as a much less-regulated Schedule III drug sending shares of pot stocks sharply higher.   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.