CNBC's "Fast Money" 播客

Tech seeing a small rebound today as investors bought the dip in battered AI stocks and reacted to today’s stronger-than-expected jobs report. How the traders are handling the biggest movers, and what one chief investment strategist makes of the volatility. Plus, the Cybertruck headlines charging up shares of Tesla, what the Chartmaster makes of the ‘safety-trades’, and why one AI expert sees this week’s moves as the end of an era for the AI trade. Fast Money Disclaimer

Stocks selling off on Wall Street and reversing yesterday’s post-election gains. Tech and AI leading the declines and dragging the Nasdaq into correction territory, but China markets brushing off the U.S. losses and extending yesterday’s rally. How the traders are setting up for tomorrow’s session, and what today’s moves mean for the AI trade as we know it. Plus, more after-hours action as Airbnb and Lyft deliver their earnings reports, a check on the cost-conscious consumer ahead of the holidays, and why a top crypto expert is still bullish on bitcoin despite today’s broad market declines. Fast Money Disclaimer

Stocks ripping higher after the midterm election brought with it Democratic majority to both the House and the Senate. The areas of the market seeing the biggest boost post-election, and why a top market strategist says the Midterms didn’t erase the inflation problem. Plus, the rally extends across the world, Qualcomm delivers its earnings report, and the moves in health care and pharma after the election; what a top sector analyst makes of the moves in Novo after earnings, and the drop in CVS as the company eyes a breakup. Fast Money Disclaimer

Apple the latest megacap tech stock to get tripped up after reporting results, as CEO John Ternus flags higher memory prices and the impact its having on company margins.Plus, how the midterms elections will impact markets, Disney’s latest round of layoffs, and AMD reports earnings; the details from the report, and analyst reaction to the quarter. Fast Money Disclaimer

Apple delivering its first earnings report under CEO John Ternus. The details from the quarter as iPhone sales come into focus, and what Deepwater’s Gene Munster makes of the tech giant’s results. Plus, more after-hours action in Palantir, Visa and Mastercard hit record highs, and the data center debate takes center stage as Americans head to the polls tomorrow; how the AI infrastructure stocks will fare after election day. Fast Money Disclaimerart.

Kalshi and Polymarket are the major online prediction markets where people bet on future events, everything from election results to who will win the 2027 NBA Championship. But do those bets influence election results? And how are the companies protecting gamblers from manipulating the market? CNBC’s investigation team explores. Disclosure: CNBC has a commercial partnership with Kalshi and uses the company’s market data across its broadcast and digital platforms.

Stocks selling off on Wall Street, with tech and AI leading the declines as investors rotate into more defensive parts of the market. How the traders are handling the drops in the Mag7, Semis, and Memory stocks, and if there’s more pain ahead. Plus, the biggest crypto theft ever, some bright spots in spots in the sea of red, and what the Chartmaster sees in store for bombed out names like Alphabet, ServiceNow, and Caterpillar. Fast Money Disclaimer

A busy week of earnings continues, with Amazon reporting results, and Intel, Sandisk, and Starbucks all delivering quarterly earnings. How the Fast Money traders are handling all the moves, and what tech analyst Gene Munster sees in store for the tech trade. Plus, Caterpillar’s results hit shares, pharma names in focus, and Alphabet’s rough day; how the tech giant’s earnings miss reflects first real sign that AI is taking a bite out of search. Fast Money Disclaimer

Fast Money breaks down Alphabet’s after-hours selloff on search weakness and AI cannibalization concerns, Microsoft’s Azure-led earnings beat, and fresh read-throughs from ServiceNow, FedEx, Chipotle and the Fed. The key takeaway: investors rewarded visible cloud growth and spending discipline while punishing uncertainty around AI monetization, capex and the durability of core businesses. Fast Money Disclaimer

Stocks posting back-to-back gains, as tech and AI stocks lead the charge higher. So is the bull market back on track as earnings season kicks into high gear, or is the rebound only temporary? Plus, Boeing’s drop after reporting results, the options setup on key names reporting this week, and the Fed on deck; what the street is expecting ahead of tomorrow’s rate decision, and what Chairman Kevin Warsh may signal for future rate policy. Fast Money Disclaimer

AI giant Anthropic advancing its plans to go public, with a new filing showing massive revenue growth -- in addition to massive capex plans. The traders talk the AI capital rush and what to expect heading into another key tech earnings week. Then, Societe Generale’s Subadra Rajappa lays out her expectations for the next Fed decision out Wednesday and why she thinks the 10-year Treasury yield looks attractive at current levels. Plus, Brazil’s post-election bust, more Instacart takeover talk and why guest trader Katie Stockton thinks Costco is poised to break out. Fast Money Disclaimer

Even with tech putting in a losing week, investors begin to nibble on software and cyber stocks. The traders debate how to position in the AI trade amid the broader downdraft. Plus, energy stocks hit fresh records as oil rallies back. The Chart Master lays out the one group in the sector that could be poised to play catch-up. Plus, Williams-Sonoma’s dutch oven heats up, a potential delivery app deal and how options traders are positioned heading into next week’s key earnings reports. Fast Money Disclaimer

Tech stocks plummeting in today’s selloff, as AI spending fears reach a boiling point. The AI names leading the carnage, and what Nvidia CEO Jensen Huang had to say about a lack of capital holding back growth. Plus, homebuilder stocks catch a bid as rates pull back, how carriers are slashing the iPhone Duo price to get your business, and Moderna’s meltdown; the leaked data that tanked shares, and how options traders are handling the drop in the stock. Fast Money Disclaimer

Big Tech earnings kick off with Meta and Tesla both reporting results. The numbers from the quarters, and what top tech analyst Gene Munster is hearing on the company conference calls. Plus, IBM, Las Vegas Sands, and United Rentals delivers results, Wall Street takes a bite out of Chipotle shares, and Coreweave’s lingering debt concerns; why shares are still under pressure and the impact it’s having on the broader AI tech trade. Fast Money Disclaimer

Netflix, SpaceX, and United Airlines all on the move after hours. The numbers from those earnings reports, and a top media analysts reaction to the streaming giant’s quarter. Plus, the prognosis on pharma and health care stocks, setting up ahead of Meta, Tesla, and IBM’s reports tomorrow, and the next move in neoclouds. What a top tech analyst makes of the recent debt distress, and his take on the latest deals in the space. Fast Money Disclaimer

Could the pullback in the AI trade be a buying opportunity? Why analysts say the Coreweave unwind is overdone, and the headwinds facing the other neoclouds and tech stocks. Plus, banks under pressure post-earnings, a prime pick on Wall Street, and the next move in the energy sector; where a top oil analyst sees Crude and Bbrent heading next after the latest developments in the Middle East. Fast Money Disclaimer

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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