CNBC's "Fast Money"

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 b...

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...

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 opp...

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 Barr...

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 p...

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 u...

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 th...

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 desp...

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....

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 p...

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 wh...

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...

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 colle...

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 Mo...

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...

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 wi...

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 h...

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 qu...

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 acti...

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 ol...

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 D...

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 Sim...

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 a...

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 informa...

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 com...