CNBC
CNBC's "Fast Money"
Hosted by Melissa Lee and a roundtable of top traders, “Fast Money” breaks through the noise of the day, to deliver the actionable news that matters most to investors. Fast Money airs weeknights at 5p ET on CNBC. Visit http://fastmoney.cnbc.com for additional information.
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Episodes
Netflix’s Big Ad Warning, and Counting Down to ARM’s IPO 9/13/23 13.09.2023 44:23
Shares of Netflix took a big leg lower after the company’s CFO warned its ad tier hasn’t been a material contributor to revenues yet. Can the streamer turn things around? Plus investors bracing for what could be the biggest IPO of the year. What you need to know about ARM Holdings’ offering and the landscape for capital raises in the second half. Fast Money Disclaimer Hosted by Simplecast, an A...
Countdown to CPI and the Latest Threat to Apple in China 9/12/23 12.09.2023 42:36
All eyes on tomorrow’s CPI print, but with crude oil prices rising to 10-month highs, will inflation pressures weigh not only on the consumer, but on the Fed. Plus Apple unveiling its latest lineup of iphones and smartwatches. But could a competing product out of China deliver the real threat to growth in that country. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.ads...
Disney & Charter End Their Spat, and China’s Latest Campaign Against Apple 9/11/23 11.09.2023 44:31
Shares of Disney & Charter rising as the two companies sign a deal to end a blackout that affected millions of cable subscribers. But is this just the beginning of the end of the TV bundle? Plus a nationalistic push in China is trumpeting home-grown Huawei over the American iPhone maker. What this could mean for the biggest tech company in the world. Fast Money Disclaimer Hosted by Simplecast, a...
RH Sends a Warning Sign on the Consumer, and Putting a Number on the Shrink Problem 9/8/23 08.09.2023 22:56
Shares of Restoration Hardware posted their worst day since the start of the pandemic after issuing a big warning on the state of the luxury housing market. But is this a canary in the coal mine over the strength of the consumer? Plus shrink has been a big issue for the retail sector of late, and we’ve got the numbers on just how concerned we should be. Fast Money Disclaimer Hosted by Simplecast...
Could China’s Crackdown Go Beyond Apple? And Just How Big Can the Weight Loss Market Get? 9/7/23 07.09.2023 45:08
Apple dropped for a second day in a row, and this time major suppliers came along with it. Is this just the start of what a China crackdown might do? Or are companies from Nike to Starbucks also in the crosshairs? Plus one analyst out with a big forecast for how large the weight loss drug market could get. What it all means for the biggest players in the space. Fast Money Disclaimer Hosted by Si...
Fast Money - 9/6/23 06.09.2023 44:35
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.
Rates Rise and Homebuilders Sinks, Plus the MedTech Stock Getting Skinnier, Thanks to the Weight Loss Drug Boom 9/5/23 05.09.2023 44:19
Homebuilder stocks kick off the week on shaky foundation, as interest rates resume their march higher. What the moves say about the strength of the markets heading into fall. Plus one analyst downgrading shares of ResMed as the boom in weight loss drugs could lead to lower demand for sleep apnea devices. We look at the other side effects of people slimming down and the stocks that could get impact...
The Old Tech Stocks Learning New Tricks, and the Stock That’s Been a “Terrible Embarrassment” For One Trader 9/1/23 01.09.2023 22:47
Shares of Dell soared to all-time highs today, while IBM and Cisco are also in rally mode. What’s driving the strength in legacy tech names, and what does it mean for the markets? Plus shares of what should have been a steady, defensive stock play have fallen to 14-year lows. What went wrong with Walgreens and how the traders are managing their trades now. Fast Money Disclaimer Hosted by Simplec...
Dollar Store Doldrums, and Pot Stocks Light Up for a Second Straight Day 8/31/23 31.08.2023 44:34
Shares of Dollar General dropped to three-year lows after slashing sales and earnings guidance. So does this sector tell the true tail of the consumer? Plus marijuana stocks lit up again today as the Department of Health’s recommendation yesterday seemed to raise hopes for legalization. We talk to George Archos, CEO of cannabis producer/retailer Verano, to find out what it means for the industry. ...
Is Nvidia Stock Actually Undervalued? And the Insurance Impact of Hurricane Idalia 8/30/23 30.08.2023 44:41
Shares of Nvidia hit all-time highs again today, but one top analyst says the stock could rally almost 50% more from here! Melius Research’s Ben Reitzes lays out his case. Plus insurance companies bracing for a slew of claims from Hurricane Idalia. How the industry is poised for what’s to come. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information...
Does Drop in Rates Give the Green Light for Stocks? And Grayscale Takes a Big Step Forward in its ETF Journey 8/29/23 29.08.2023 44:28
Treasury yields fell to near three-week lows, with the 10-year shedding nearly 25 basis points in the past week. Will falling rates give stocks the go-ahead to rally in the back half of the year? Plus a judge siding with Grayscale in its fight to convert to a bitcoin ETF. What it all means for the crypto space. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com...
What Secy. Raimondo’s China Trip Will Mean for U.S. Relations with Beijing, and Is the IPO Pipeline Opening Back Up? 8/28/23 28.08.2023 44:31
Commerce Secretary Gina Raimondo is on a 4-day trip to China, the latest White House Official to try to ease tensions with the country. What impact she could have, and what it will mean for the two biggest economies in the world. Plus former Goldman Sachs analyst Heather Bellini on the state of the IPO and VC market and the future of fintech. Fast Money Disclaimer Hosted by Simplecast, an AdsWiz...
Yields rise on rate hike comments 8/25/23 25.08.2023 22:55
Fast Money traders break down Fed Chair Powell’s warning that more rate hikes could be 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.
Fast Money 8/24/23 24.08.2023 44:40
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.
: All Eyes on Nvidia’s Quarter, Foot Locker Goes Foul, and What’s Driving Netflix Higher? 8/23/23 23.08.2023 44:19
Shares of Nvidia on the move after the semi giant’s latest quarterly results. What the company said about AI and how it’s affecting the stock. Plus Foot Locker turns in its second worst day ever and Netflix gets a bump on a bullish analyst call. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for ad...
The Great Retail Shrinkage Problem - Cause for Concern, or Just an Excuse? 8/22/23 22.08.2023 44:32
Shares of Dick’s Sporting Goods posting its worst day on record after reporting retail theft took a big bite out of results. But is the so-called “shrink” just masking a real problem with the consumer? Plus we’re counting down to Nvidia’s big earnings report and breaking down the latest reads on the housing sector. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.c...
Two Opposing Market Moves, and What China’s Slowdown Means for Markets 8/21/23 21.08.2023 44:15
Interest rates continued their climb higher today, with long-term yields hitting decade-plus highs. But high growth, high multiple tech stocks, which usually struggle under rising rates, are also higher. What does it all mean? Plus China cutting its lending rate less than expected. The fears that’s sparking and how it’s impacting investment in the area. Fast Money Disclaimer Hosted by Simplecast...
Palo Alto’s Latest Earnings Report, and Countdown to Jackson Hole & Retail Earnings 8/18/23 18.08.2023 23:02
Palo Alto shares on the move after a rare Friday night earnings report. What the cyber security company had to say about the quarter that got the stock rocking. Plus, Jackson Hole, Nvidia and a slew of department store earnings on the docket for next week. What you need to pay attention to in the week ahead. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for...
10-Year Posts Highest Close in 15 Years, and Is the CVS Business Model Broken? 8/17/23 17.08.2023 44:34
The yield on 10-year treasurys hit their highest intraday level since October and their highest close since 2008. The move gave stocks another reason to fall on Thursday, with the Dow closing below its 50-day moving average for the first time since June. So does the move in rates keep the pressure on equities? Plus CVS shares seeing their biggest drop since October after a California insurer opted...
A “Targeted” Problem, or a Bigger Concern? Plus What Treasury Yields’ Big Rise Mean For Markets 8/16/23 16.08.2023 44:21
Target shares jumped despite a dismal quarter. The company raising concerns over demand as it slashed guidance for the year. But is this a Target-specific problem, or an indication of a deeper consumer problem? Plus 10-year yields hit their highest level since October today. What does that mean for the market? Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com fo...
Stocks Breach Key Level and China Sees Further Slowdown 8/15/23 15.08.2023 44:25
The S&P closed below its 50-day moving average for the first time since late March and Apple breached its 100-DMA for the first time since January. What do the breakdowns mean for the market? Plus China’s central bank cut interest rates in a surprise move overnight. We dive into the latest signs of slowing growth in that country and what it means for your investments. Fast Money Disclaimer Host...
Is the Consumer Stronger Than We Think? And Where Are Oil Prices Heading Into Summer’s End 8/14/23 14.08.2023 44:33
Stocks posted gains as investors awaited results from the country’s biggest retailers. And while there are plenty of reasons to think the consumer would be under pressure this season, a new note suggests there could be reason for optimism. Plus oil prices are pulling back, but gas is heading towards 52-week highs. What’s next for the energy space? RBC’s Helima Croft joins to discuss. Fast Money...
Countdown to Consumer Earnings and Are Semis Set to Break Down? 8/11/23 11.08.2023 22:56
The nation’s biggest retailers start reporting earnings next week, with Walmart, Target, Home Depot and more all on the calendar. What clues will they offer us into the state of the consumer, and how should you position yourself ahead of these reports. Plus from star to slump, shares of Nvidia are now nearly 15% off their all-time high. Where is it and the rest of the semi space going from here? W...
Has Softening Inflation Lost Its Luster? And the CEO of Archer Aviation on the Future of eVTOLs 8/10/23 10.08.2023 44:28
Stocks closed well off their highs even as inflation came in lower than expected in July. The Dow nearly erased all of a 455 point gain, and the S&P only rose a point. Does the action today suggest inflation isn’t enough to keep the market going? Plus electric vertical take-off and landing company Archer Aviation just inked a deal with the U.S. Air Force. CEO Adam Goldstein joins us with more on t...
A Canary in the Coal Mine for the Markets, and Digging in on Disney’s Report 8/9/23 09.08.2023 44:39
Shares of Super Micro dropped nearly 25% after a warning on demand for its AI servers. The move took much bigger stocks like Nvidia down with it. Is this a signal that there’s even more pain to come for the tech trade? Plus Disney on the move after earnings. We’re diving into the report and bringing you all the headlines. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.ad...
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