CNBC's "Fast Money"
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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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://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 https://www.cnbc.com/fast-money-disclaimer/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
