CNBC's "Fast Money"

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 information about our collection and use of personal data for advertising.

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 for a rival, start-up pharmacy manager. So is the traditional business model for the industry in trouble? 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.

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 for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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? We dive into the charts to find out. 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.

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 the outlook for the company. 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.

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.adswizz.com for information about our collection and use of personal data for advertising.

Shares of cloud computing company DataDog posting their second worst day on record after warning about revenue for the rest of the year. Did the news take all the air out of the AI trade? Plus Moody’s downgrading a host of regional banks, but is it too little too late for the group? 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.

Apple and Microsoft have each fallen more than 10% from recent highs, losing a combined $500b in market cap in the process. How should you trade the moves lower, and what do they mean for the broader market? Plus, all eyes on Eli Lilly ahead of its earnings report. What you should expect from the drug maker, and how new trials out of Novo Nordisk could change the game. 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.

Stocks staged a late-day sell-off on Friday that seemed to coincide with a big leg down in Apple. What the move tells us about where the market is heading as we dive into another busy week for earnings. Plus, homebuilders, surprisingly flat on the week, even as interest rates rocketed higher. We dig in on that trade to see what’s next for the sector. 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.

Shares of Apple and Amazon both on the move after their latest results. We’ve got a crack team of reporters and investors digging into the numbers to dissect the trades. Plus, the yield on 10-year treasurys hit 4.2% for the first time since last November. Where are they going from here, and what will it mean for the markets? 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.

Stocks dropped after Fitch cut its rating on the long term outlook for the U.S., sending yields higher and stocks lower. But some of the hardest hit names were in the high-multiple software sector, as well as the red-hot semis. Has the rally in that trade finally been derailed? Plus two of the biggest companies in the U.S. report earnings tomorrow. What to expect from the results and how to trade those names. 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.

AMD, Starbucks, Pinterest and Caesars headline a big night of earnings reports. We bring you all the headlines and the trades on the stocks. Plus Caterpillar rocketing higher after its report, posting its best day since March 2020. The Chart Master called the move last week and lays out where he sees it going from here. 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.

The Big Seven and AI-focused chip stocks have been stealing the spotlight amid the 2023 rally, but today we saw strength in other parts of the tech sector. What does this mean for the markets as we go deeper into the second half of the year. Plus the KWEB China Internet ETF just closed out its third best month on record, and one expert says there are more gains to come. He’ll lay out his case and bring you all the trades. 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.

Major markets resumed their rally as better than expected inflation data calmed fears over how far the Fed will still go. But with Apple and Amazon headlining next week’s earnings calendar, will earnings strength keep the momentum going? Plus Xpeng Motors was up more than 60% this week, thanks to a deal with Volkswagen. What will that mean for Tesla and others in the EV space? 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.

The Dow spent most of the day on pace to tie its longest win streak, dating back to 1897! But rumblings out of the Bank of Japan sent the yen higher against the dollar and the U.S. indexes reeling. What’s behind the move, and what’s it mean for your money? Plus shares of semi stock Intel jumping after its latest earnings report. We bring you the headlines from the conference call and the trade on the stock. 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.

Shares of Meta on the move after the company’s first earnings report since launching the Threads app. We dig into the numbers and dissect the results with Deepwater’s Gene Munster. Plus CME reported earnings before the bell this morning. CEO Terry Duffy breaks down the results and comments on the Fed’s latest rate hike. 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.

On a busy night for earnings, we’re watching shares of Microsoft, Alphabet and more after the bell. We’re digging in on the numbers and bringing you all the trades. Plus RTX shares saw their worst day since early 2020 after reporting an issue with some of its Pratt & Whitney jet engines. What’s next for the company, and can it rebound from here? 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.

Part One: "A scrappy kid from Canada makes it big in America" Building Chewy into an e-commerce giant made Ryan Cohen a hot commodity on Wall Street, but jumping into the online frenzy around GameStop and Bed Bath & Beyond transformed him into an icon for a generation of individual investors hell-bent on turning American finance upside-down. In Part 1 of this two-episode podcast, CNBC Documentaries digs deep into Cohen’s unorthodox background and the bold, often controversial moves that earned him nicknames such as Papa Cohen and the Meme-Stock King. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Part Two: "A Billionaire’s Next Act" In the final part of this two-episode podcast, CNBC Documentaries continues its in-depth look at the rollercoaster career of enigmatic entrepreneur-turned-influential investor, Ryan Cohen. The story picks up as Cohen- then chairman of GameStop- makes a controversial investment in struggling home goods retailer Bed, Bath & Beyond. What might the move reveal about Cohen’s intentions and the changing landscape of business and investing? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alphabet and Microsoft kick of Q2 earnings season for the tech giants tomorrow, but FANG+ stocks have really lost their momentum in recent weeks after a super-strong start to the year. What’s next for the group, and can the reports reignite their rally? Plus Elon Musk is letting the Twitter bird fly the coop in favor of a new, re-branded “X”. Will this company be the super-app he wants it to be? 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.

The Dow rising 10 straight days! With a busy week of earnings ahead and a key fed decision, will investors keep hitting the buy button? Fast Money Traders weigh in. 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.

Semi’s slumping, housing humbled, and two of this year’s “it” stocks - Tesla & Netflix – coming back to earth after earnings. Is this the beginning of a real reversal? Fast Money traders’ weigh in. 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.

The Fast Money traders break down the after hours action in stocks like Tesla, Netflix, United Airlines, Las Vegas Sands, IBM and more. 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.

Stocks closing at their highest levels since April of last year, and the S&P and Dow getting within 5% of their all-time highs. So why is the desk still so skeptical about the move? Plus we’re just a day away from Tesla’s earnings report and we’ve got a bull vs. bear debate on the desk you won’t want to miss. 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.

Shares of Netflix outperformed the broader market on Monday as actor and writers strikes in Hollywood threaten to upend the entertainment business. But will the gains hold up after earnings? Plus shares of AT&T hitting new 30-year lows today. What’s behind the move, and is there any saving this legacy telecom? 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.

The S&P and Nasdaq hit their highest levels of the year in the morning, after beats from some of the country’s biggest banks drove financial stocks higher. But the gains didn’t last long. Couple that with the move in rates and the dollar, how are the markets setting up now? And with Tesla, Netflix and more megacap names on the earnings calendar for next week, our traders take a look at the names to trade and fade into the the results. 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.

Stock markets rose again on Thursday after yet another softer-than-expected read on inflation. Neuberger Berman’s Steve Eisman is here to give us his take on the moves. Plus Bob Iger sat down with our David Faber this morning for a long interview on the future of Disney. We bring you the highlights and what it all means for the stock. 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.

The S&P and Nasdaq closed at their highest level in over a year and strength was felt everywhere from big tech to banks to energy. So has the Fed’s policy, amid slowing inflation, actually worked? Plus shares of Carvana have soared this year, but they’re still nearly 90% off their record. What’s next for the stock, and what are the debt markets telling us? 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.

Shares of Amazon rising as the company’s annual Prime Day sales get underway, and it’s taking the rest of the retail trade up with it. But will tomorrow’s CPI report give more strength to the consumer, or has the shopper gotten too stretched. Plus Fairlead Strategies’ Katie Stockton has three charts she says are establishing solid bases from which they might just jump off. We’ll tell you what they are and where they’re going from here. 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.

Major markets held onto gains to kick off the week, but with key inflation data and the start of earnings season around the corner, what does the future hold for stocks? Plus we’re just hours away from the kick off of Amazon’s latest Prime Days. But will the consumer rush out to snag deals, or will we start to see pressures weigh on demand? 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.

Major markets closed the day down after the June jobs report, but big China tech surged as investors hoped a big fine from regulators meant scrutiny of the group is behind us. Plus the Chart Master has a Chart of the Week which suggests one beaten down sector may be primed to pop. 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.

The 2-year yield crossed 5% and traded at levels not seen since before the Great Financial Crisis. And while stocks closed off their lows of the day, all three major averages went negative for the week. Will tomorrow’s jobs report alleviate the pain, or is the first half rally a thing of the past. Plus Mark Zuckerberg firing off against rival Elon Musk after launching his Twitter competitor. What it all means for the stock and the industry. 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.

Stocks closed modestly lower on Wednesday, but interest rates rose to their highest level since before the collapse of Silicon Valley Bank. So does the slow and steady climb in yields suggest the stock market’s run is about to end? Plus China threatening export restrictions on the metals key to manufacturing high-tech semi chips. This on the eve of Treasury Secretary Janet Yellen’s visit to Beijing. So will her mission have any impact on relations between DC and Beijing? 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.

The Nasdaq closed out its best first half in four decades, and Apple finally marked a $3 trillion market cap at the close. But it hasn’t just been big tech soaring this year, and not everyone’s come away a winner. We break down the leaders and laggards and bring you the trades. Plus the Screen Actors Guild could be heading for a strike, adding to the pressures already weighing on the entertainment industry. So which content companies stand to be most impacted? And which ones will be insulated from the drama? 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.

Stocks were muted as we look to close out the best first half on record for the Nasdaq. But what chart tells the real story of where stocks are heading in the second half? The traders give their picks. Plus Nike shares in focus after the company’s latest earnings report. We dig in on the numbers and bring you the trade 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.

Shares of Nvidia dropped today after reports that the Biden administration is considering more restrictions on sales to China. But with so much of the company’s business coming from the country, what could that mean for future growth? Plus banks releasing stress test results for the first time since the collapse of SVB. What to make of their status and how it impacts investment opportunities in the space. 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.

Shares of Pulte, Lennar and DR Horton among the names hitting a new set of all-time highs today, prompting one of our traders to call the move “stupid”. Is the move justified, or is there trouble ahead? Plus psychedelics are all the rage from Silicon Valley and beyond. But will the industry deliver a return on investment? We’re joined by one player in the space for the latest developments. 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.

Shares of Apple touched another record high today, even as one-time high-fliers like Tesla and Nvidia give back recent gains. So why is the iPhone maker able to keep trucking higher? And what does its strength say about the rest of the market? Plus Eli Lilly getting some positive results for its oral weight loss treatment, while Pfizer abandons its efforts in the space. We dig in on the weight loss battle, and how the biggest players stack up. 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.

The Nasdaq ended its longest weekly win streak since 2019, but major indexes are all on pace to close out the month and quarter with gains. But will this week’s momentum carry into the end of June? Plus Bitcoin has been in rally mode, but crypto-related stocks have been lagging behind. What’s the best trade in this space? 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.

While broader indexes have been in rally mode, one big sector has been sitting on the sidelines, and even lagged today. But is this a time to buy the banks, or is there more pain to come? Plus Amazon bringing generative AI to its flagship AWS business. What it could mean for the battle of the bots and its position against Google and Microsoft. 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.

Stocks dropping for a third straight day after Fed chair Jerome Powell indicated there was a lot more work to be done to get inflation under control. So is the rally we’ve seen over the last few months a thing of the past? Plus President Biden referring to China’s leader as a dictator at a campaign rally, just on the heels of the Secretary of State’s visit to Beijing. Did his latest comments set U.S./China relations back again? 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.

Stocks may be taking a breather after their recent run, but our special guest says she’s more bullish on the market than she’s been in a long time. She lays out her case and gives us her strategy. Plus shares of FedEx dropping after missing revenue estimates for its latest quarter. And the CEO of Exact Sciences on the company’s latest colorectal cancer test results. 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.

Major markets closed out Friday in the red, but it was still a strong week for the major markets. The S&P posting its longest weekly win streak since November 2021, the Nasdaq its longest in nearly four years. But is the breadth of the rally enough to keep the optimism sustained? Plus small caps have been outperforming the broader market in recent weeks, and the Chart Master says there’s more upside to come. He lays out the case and gives us a few picks in the space. 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.

Stocks surged in the day after the Fed’s latest decision, with the S&P and Nasdaq both notching their sixth day of gains and names from Apple and Microsoft to Eli Lilly and Lennar locking in all-time highs. But is the rally too good to be true? We look at the charts that tell the true tale of the tape. Plus one long-time activist used to think there were some pockets of safety in the commercial real estate space. But he’s changing his mind. We dig into the outlook for the sector. 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.

The Dow fell as much as 428 points after the Fed paused in its rate hike cycle, but raised their target rate for the end of the year, signaling more rates than expected may be on the way. Plus shares of UnitedHealth, Humana and other health insurers dropped today after new data showed patients were choosing to undergo elective surgeries again, after a pandemic pause. We dig in on what’s next for these stocks. 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.

Markets added to the week’s gains, with the S&P and Nasdaq both closing at their highest levels since last April. The Dow at its best since February 13. But will tomorrow’s Fed decision take the air out of the rally? Plus a shake up on Biogen’s board raising eyebrows as the company’s Alzheimer’s treatment draws questions. What it all means for the stock. 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.

The S&P broke through August highs to post its highest close since April, and the Nasdaq is now up nearly 30 percent this year. The moves come ahead of key data on inflation and the all-important Fed meeting. Can this week’s data keep the rally going? Plus Target hit its lowest level in nearly three years as it faces backlash over its Pride collection. Can the stock get back on track? 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.

Stocks ended the week with another set of gains with the Nasdaq posting its longest weekly win streak since 2019 and the S&P trading above 4300 for the first time in nearly 10 months. But should you jump on the rally bandwagon? Plus Tesla riding its own historic win streak, but the Chart Master says it might be time to fade the run. We dive into the charts to find out why. 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.