CNBC's "Fast Money"

Southwest signaling the spreading delta variant could eat into its profitability in the third quarter. We talk with one top airline analyst about what the warning means for the airline sector and the recovery. Plus, 10-year yields falling for the first time in six days. We go off the charts to find out where they’re going next and what sectors could benefit. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of infrastructure stocks surged on Tuesday after the Senate passed the long-awaited infrastructure bill. We dig into the names making some of the biggest moves. Plus shares of Moderna have nearly doubled in the past month. But one analyst is calling for a 75% pullback. He lays out his case. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

From oil to gold to lumber, commodities continued to see prices drop on Monday. The traders debate what signal this sends to the market and to the Fed. Plus AMC reporting earnings after the bell. We break down the latest numbers from the Reddit-favorite stock. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The S&P and Dow closed off their highs of the day, but still finished at new records after a better-than-expected jobs report. So does this give the Fed the “all clear” to start raising rates and tapering asset purchases? The desk breaks down the best way to play the markets. Plus, the Chart Master dives into why there may be more pain in store for the energy trade. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The S&P and Nasdaq notched new records at the close on Thursday, but with the delta variant spread causing companies to push back their reopening plans and consumers to rein in spending, have markets priced in risks to the reopening or are they ignoring the threat. Plus another wild day for Robinhood sees shares almost entirely erase yesterday’s gains. What’s next for the stock? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Robinhood has appropriately caught the eye of Reddit, becoming the top-talked about name on the platform as shares suge another 50% in their fifth day of trading. What this says about the power of the retail trader and the future of the online brokerage space. Plus big moves from Uber and Roku after their earnings reports. The traders break down the numbers Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Household debt rose by the biggest dollar amount since 2007 in the second quarter. So what does this say about consumer’s appetite for spending? Plus Lyft posts a surprise EBITDA profit in the latest quarter, sending shares higher after the bell. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Square shares surging more than 10% after announcing a deal to buy Australian fintech firm Afterpay. But the real question is what the deal means for big banks as they face growing competition from the financial upstarts. Plus Fundstrat’s Tom Lee joins us with a bullish forecast for August. Why he says a rising tide might just lift all sectors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of Amazon notching their worst day since May 2020 and taking the rest of the e-commerce complex down with it. What the action says about the state of the consumer, the reopening trade, and the markets. Plus another big week of earnings is on deck -- we bring you the names each trader is watching. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the last trading day of the month, Scott Wapner and the Investment Committee are joined by Scott Minerd, Guggenheim’s Chief Investment Officer, who says it may be time to sell stocks. The Committee will debate whether we’re at the peak of the market, as Minerd suggests. And later, we cover a big earnings week next week, what names should you watch out for? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Amazon on the move after its first earnings report without Jeff Bezos at the helm. We break down the numbers and bring you the trade. Plus one of the most-watched IPOs of the year -- Robinhood makes a less-than-stellar market debut. What it means for the IPO market and the retail trading boom. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of Facebook dropped after its latest earnings report after the company issued disappointing revenue guidance and posted user growth was flat in its latest quarter. Plus the Chinese Internet ETF posted its best day ever after 4 days of losses. So is it time to buy into these names? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

$6.5 trillion worth of big tech stocks reported after the bell on Tuesday, and the desk is here to break down all the numbers from Apple, Alphabet and Microsoft. Plus reports from Visa, Starbucks and AMD. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of the EV maker were higher after the company delivered better than expected earnings and revenue for the latest quarter. Loup Ventures’ Gene Munster breaks down the results. Plus Beijing’s crackdown on big tech expanding on Monday, sending shares of Chinese internet players sinking again. Should you hang onto these names or is it time to cut and run? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Remember Monday? When the Dow dropped as much as 900 points and the S&P shed 1.6%? Well the markets don’t seem to – the S&P finished the week at new records, up 4.2% from its Monday lows as we get ready for a big week of tech earnings. The traders lay out their playbooks for the week ahead. Plus Starbucks hitting new highs today, but could a surge in coffee prices create headwinds for the coffee stock? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Intel and Twitter lead the earnings docket on Thursday. We break down the results and get you the trades. Plus the OIH may be down more than 20% from its recent highs, but one technician is finding a few opportunities in the energy space that could be big buys now. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

U.S. stock indexes continued their momentum after yesterday’s big gains, but the traders have their eyes on a couple of charts they think could tell the real tale of what’s going on in the markets. Plus, Elon Musk, Cathie Wood, and Jack Dorsey making some crypto-moving headlines at the B Word Conference. We wrap up their comments and bring you the trades. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks staged a massive bounceback on Tuesday, with the S&P nearly erasing all of Monday’s losses. But one trader says the market actually seems more panicky today than it did yesterday. We dive into why. Plus earnings season in full force today with reports from Netflix, Chipotle and United Airlines. We break down the numbers and bring you the trade. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks sold off to start the week with every S&P sector in the red and investors’ search for safety sending 10-year yields to the lowest level since February. Is this an opportunity to buy in or should there be caution ahead. Plus the one area in the market that could hold the greatest potential. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Major indexes closed near their lows of the day Friday, with the S&P, Dow and Nasdaq all closing near session lows. So how are the traders setting up after Friday’s sell-off? Plus Goldman Sachs putting out a big bullish call on Live Nation. Why one of the traders says the world’s biggest concert promoter is in for a very big year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

After a decade of underperformance, oil and energy stocks kicked off 2021 with a bang, rising more than 30% to start the year. But it’s seen a sharp pullback in Q3 and is so far the worst sector in the S&P. Veteran oil expert Paul Sankey joins us with his take. Plus chip stocks seeing their worst day in two months after Taiwan Semi reported results. We’ll dive in to what’s next for the space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets eked out gains Wednesday, erasing earlier losses after Fed chair Jerome Powell said the central bank would keep its easy monetary policies going. Former PIMCO chief economist Paul McCulley joins with his thoughts. Plus, why the sell-off in high-multiple tech stocks has some of our traders worried. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets may be pulling back from records on Tuesday, but big tech stocks like Apple, Microsoft and Google are all at all-time highs. What are you doing with those trades? Plus Grayscale announcing a partnership with BNY Mellon, its latest step in converting to a bitcoin ETF. CEO Michael Sonnenshein joins us with what’s next. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of big banks have been rallying strong in the days leading up to their Q2 earnings reports. And that rally has one of our traders pressing the pause button. We’ll find out why. Plus, Disney seeing it’s best day since March after a successful weekend box office. So what did Black Widow’s debut tell us about the future of the movie business? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Major indexes jumped on Friday with the S&P rising more than a percent and the Dow adding nearly 450 points. Apple also set an all-time high for the first time since January, and the Chart Master says prices can go even higher from here. Plus the one chart that might be keeping one of our traders up at night. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors may have their eyes on the falling 10-year treasury yield, but our traders are watching three other indicators that might give a real read on where markets are heading. Plus Morgan Stanley’s Chief U.S. Equity Strategist Mike Wilson weighs in on Thursday’s market drop. And we head to Sun Valley with Twitter CFO Ned Segal to get his take on the latest deals in the media space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the yield on 10-year treasuries dropping again on Wednesday, we dive into the charts to see where rates are heading next and what it means for financials, tech, and the broader market. And with the SEC cracking down on Robinhood ahead of its expected IPO, one market insider warns the online brokerage may be “seducing” retail traders. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Amazon surging to a new all-time high on the first trading day under new CEO Andrew Jassy. What’s next for the stock from here? Plus, with the S&P and Dow pulling back from record highs as yields fall to the lowest level since February, what are rates telling us about the market? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fundstrat’s Tom Lee upped his price target on the S&P to 4,600 for year-end, matching the Street high estimate and implying 7% upside from here. Plus retail traders reported comprise 10% of the current market, down from what many estimates have been. Former Nasdaq CEO Bob Greifeld joins to give us his take on the market dynamics. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the S&P and Nasdaq at all-time highs, we look at the three most important charts in the markets and what they say about where stocks are going. Plus we’re live from the Aspen Ideas Festival with Ethereum co-founder Joe Lubin to talk about the state of the crypto space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of the social media giant soared to all time highs after a judge dismissed the FTC’s antitrust complaint against the company. So what should you be doing with this stock now. Plus bank stocks on the move after announcing their latest dividend increases and share buyback plans. One top analyst joins us with more on what it means for the sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nike’s monster earnings beat didn’t just help that stock rally -- it’s giving a tailwind to the entire consumer space today. What the traders think you should do after these moves. Plus, Virgin Galactic posting its best day ever. How to play this stock and the race to space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big bank stocks on the move after the latest round of bank stress test results were released. We dive in to what it means for the names with RBC’s Gerard Cassidy. Plus, big moves for FedEx and Nike in the after-hours. We break down their earnings reports. And the Man Who Moves the Markets, J.P. Morgan’s Marko Kolanovic lays out his playbook for stocks this summer. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big tech may be in focus on Capitol Hill today, but there’s another social stock that’s been on a stealth rally over the last few months. We tell you where it’s going from here. And with crude oil at its highest level in almost three years, is it too late to get in on the energy trade? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big tech leading the markets on Tuesday, with the Nasdaq hitting an intraday record. Names like Netflix, Amazon, and Microsoft led the way. Meanwhile bitcoin crashed below the $30,000 level before clawing back midday. We go off the charts to find out where it’s heading next. And as Amazon wraps up its two-day Prime Day, we speak with former Best Buy CEO Hubert Joly about the state of the retail landscape. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks gained to start the week, trying to erase losses after last week’s Fed meeting. This as markets await the central bank chair’s next testimony on Tuesday. Plus Amazon Prime day kicks off and retailers across the industry are looking to get in on the action. What it means for the stocks as consumers hunt for sales. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks sold off Friday with the Dow posting its worst week since October, and one of the traders thinks market action since the Fed meeting is a real head-scratcher. What’s got him so confused. Plus, is it time to buy into some of the most beaten down names of the week? We find out in a good ol’ fashioned game of Trade It or Fade It!? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Federal Reserve signals a major shift in policy and suggests it’s getting ready to start raising rates again. Stocks tumbled and yields jumped on the news. How the traders are playing the moves. Plus GM is getting even more charged up. What CEO Mary Barra is planning for the automaker’s EV future. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Commodities surpassed Bitcoin as the most crowded trade in June, according to the latest Bank of America Fund Manager Survey. But does this mean a peak in commodity prices, and how will that affect the Fed ahead of its decision tomorrow? Plus, MicroStrategy has made some big bets on Bitcoin. CEO Michael Saylor joins to talk about the moves. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The S&P and Nasdaq inched to new highs to start the week, but all eyes are on the Fed, which begins its two day meeting tomorrow. How will the central bank respond to the latest read on inflation, and what will it all mean for the markets? Plus Maroon 5 getting in on the NFT and crypto crazes with its latest album. We’re joined by the band’s Jesse Carmichael to find out what’s behind the move. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

10-year bond yields touched their lowest level since early March today, and the Chart Master says there’s a bigger collapse coming. Carter Worth lays out his case for where rates are going from here. Plus Cathie Wood’s flagship ARK Innovation ETF is at a critical juncture. Where the traders see the growth trade going from here. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Consumer Price Index rose in May at its fastest pace since the financial crisis, but markets seemed to shrug off inflation concerns, with the S&P closing at a record high and bond yields falling. The traders dig in to what the market is saying. Plus the Reddit trade went bust on Thursday as a regulatory crackdown looms large. What it means for the future of the momentum stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

UPS shares dropping on Wednesday after the company issued a big warning on margins. So are rising cost pressures a sign that inflation is a bigger problem than the market realizes? Plus “naked shorting” has become a hot-button issue with the Reddit crowds. But is it really happening, and what can be done about it? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bitcoin prices falling to their lowest level since February as the crypto’s role in the Colonial Pipeline hack raises the threat of increased regulation. Plus, could a shipping backlog caused by the latest variant of the coronavirus take a bite out of the U.S. retail world, just as the consumer is finding his footing again? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

AMC shares jumped another 15% to start the week even as the SEC says it’s watching the potential disruption being caused by trading in the so-called “Meme Stocks.” Plus a historic decision on Biogen’s new Alzheimer’s treatment, and all the headlines from Apple’s WWDC. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Another roller coaster ride for shares of AMC to end the week, but despite Friday’s losses, the stock is still up 83% over the last four days. We dig into the message CEO Adam Aron may be sending to investors and what it means for the momentum trade. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of the movie theater chain going on another wild ride today, as the company raised another $587m in equity, but warned about the recent volatility in the stock. We’re joined by Rich Greenfield, the LightShed partners analyst who says shares are going to $0.01, to talk about how he justifies his price target. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.