CNBC's "Fast Money"

The traders break down the state of the consumer as the summer winds down. Tanger CEO Stephen Yalof gives his take on where the consumer is heading and the result of the world cup on consumer behavior. Then, metals and materials surging midweek, with the XLB leading the gains in the S&P 500 and Gold reaching its highest levels since February. Plus, Alphabet drops on Exec shakeup, major tech earnin...

SpaceX 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...

A market rally kicking off the week as major indexes trade at near all-time highs with software leading the gains. The traders break down what caused the historic trading day after weeks of mega-cap losses, plus key after-hours earnings from Palantir and Onsemi. Then, the Japanese Yen trading at near 40-year lows sparking U.S. intervention. Ben Emons of FedWatch Advisors lays out the best position...

U.S. Treasurys popping to end the week as the 2 Year hits a near two-decade high and the 10 Year reaches highs not seen since January 2025. The traders break down the reason behind the surge and if this could affect the next Fed rate decision. Then, Novo Nordisk tumbling after a heart medicine trial failure. Mizuho securities healthcare sector specialist Jared Holz lays out how the company can coa...

The traders watching key after-the-bell earnings like Apple, Amazon, Strategy and Coinbase. CEO of Moor Insights & Strategy Patrick Moorhead gives his take on whether Apple can withstand memory inflation and if Amazon’s cloud revenue is enough to beat earnings expectations. Then, the Japanese Yen surging ahead of a key policy meeting, and if this means central bank rate hikes are imminent. Plus, M...

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...

All eyes on the AI trade as earnings from NXP Semiconductors and Seagate Technology Holdings report after the bell. The traders break down what the results mean for the broader tech trade, as the SMH closes out its fourth day of losses. Then, former Founder & CEO of Geometric Intelligence Gary Marcus lays out the impact of circular AI financing and whether an AI buildout could actually be profitab...

A big week for big tech as investors await earnings from names like Microsoft, Meta and Apple all reporting later this week. Cboe head of Derivatives Market Intelligence Mandy Xu comments on increasing risk aversion among investors, and why single-stock volatility is surging as tech giants release earnings. Then, SpaceX preparing for landing, now almost 50%off its all-time high and trading below i...

A rocky tech earnings season continues next week after names like Alphabet, Intel and Tesla tumble upon Q2 results. The traders discuss whether the AI trade is losing steam, and what to expect from Apple’s earnings next Thursday. But while tech tumbles homebuilders soar as the home sales report shows new home sales climb in June. Then, president of Bianco Research Jim Bianco breaks down the econom...

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...

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.c...

AI stocks bouncing back with major tech stocks closing in the green. The traders break down what’s causing the switch, and whether this momentum can continue throughout earnings season. Then, Danaher sinking despite beating expectations in their earnings report. Mizuho health care strategist Jared Holz breaks down why the stock is trading at near all-time lows, and why the company might need a man...

Markets picking up momentum to kick off the week despite the ongoing tension with Iran, with the S&P and Nasdaq closing in the green and crude settling below its intraday highs. The traders break down why the markets are seemingly shrugging off the war. Then, head of equity and portfolio strategy at CIBC Capital Chris Harvey lays out where he sees the market heading in the second half, and what in...

Big tech selling off to wrap up the week as names like Microsoft, Google and Meta aggressively ramp up AI spending. The traders break down how to trade these tech giants, and if massive AI buildouts will eventually lead to growth. Then, will market volatility persist? Citi Wealth’s head of portfolio strategy J.P. Coviello lays out where he sees opportunity in a time of high volatility and geopolit...

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 sur...

Apple shares surging after striking a deal with Alibaba to use its Qwen AI model in Apple services in China. The traders break down where the tech giants are heading after the historic deal, and China’s broader outlook after its GDP slows. Then, semis taking big swings. Co-founder of PEAK6 Investments Matt Hulsizer gives his take on AI shortages, market volatility and Fed policies. Plus, United Ai...

Software stocks falling on the back of International Business Machines releasing a bleak earnings warning, causing the stock to lose a fourth of its value. The traders break down what the plummet means for the broader software market and why the fall could be a buying opportunity. Then, the June CPI results coming in softer than expected, cooling from  months-long upward moves. Former Dallas Fed p...

Treasury rates soaring to kick off the week, trading near highs not seen since the start of the Iran war. The traders break down the trend and what it means for bank earnings starting tomorrow. Then, Dow Jones Energy chief oil analyst Denton Cinquegrana gives his take on future oil prices and whether consumers can expect gas prices to fall back down to their June levels. Plus, Apple trading at rec...

SK Hynix begins trading on the Nasdaq in the second largest U.S. listing ever, raising over $26 billion and closing 13% above opening price. Tech strategist and analyst Dan Ives breaks down where the South Korean tech giant is heading next and what the IPO means for the memory market. Then, big banks heading into another strong earnings season next week. The traders lay out why Wall Street is expe...

Investors eyeing the AI trade this week anticipating the biggest U.S. listing by a foreign company ever. The traders break down what to expect when SK Hynix joins the Nasdaq tomorrow, and why U.S. shares could trade at a permanent premium. Then, Yen vs. Dollar hitting 40-year lows this month waving major red flags for the market. BK Asset Management managing director of FX strategy Kathy Lien lays...

Oil prices skyrocketing after President Trump strikes Iran overnight and announces the U.S.-Iran ceasefire is effectively over. Where the war is heading, and whether investors can expect oil to keep climbing. Then, the latest out of the Fed as the open market committee’s minutes report comes out. Head of investment strategy at Bryn Mawr Trust Andrew Davis gives his take on the new Fed communicatio...

Financials surging as investors countdown to second quarter bank earnings next week, expecting major growth. The traders break down what the results could mean for these names and whether banks will see major gains. Then, shares of Kymera Therapeutics soaring as its Eczema drug trial timeline moves faster than expected. The firm’s founder, president and CEO Nello Mainolfi talks trial data and wher...

CNBC'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 di...

The June jobs report cutting analyst expectations in half fueling a market rotation out of large-caps and into smaller companies and industrials. FarrCrest Capital chairman Michael Farr gives his take on a broadening market after the disappointing jobs report, and what the Fed’s rate policy could look like in July. Then, President Donald Trump sits down with CNBC’s Joe Kernan for an exclusive inte...