CNBC's "Fast Money"

Micron shares on the move after earnings, and we break down what the results and guidance mean for the AI memory trade with S&P Global’s Melissa Otto. Plus, market reaction to the latest Fed rate decision, private-credit stress spills into consumer loans, and a spotlight on Josh D’Amaro’s first day as Disney CEO. 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.

Storage stocks rallying to record highs, as demand for AI memory continues to climb. How much farther the group has to run, and what Nvidia CEO Jensen Huang said about the next evolution in the space. Plus The numbers out of Lululemon’s latest quarter, and where a top retail analyst sees the space heading next as the consumer grapples with a messy macro backdrop. 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, as the chip giant kicks off its GTC conference. The next-gen GPU’s investors are waiting to hear about, and what it means for the stock’s next move. Plus Stocks rallying to start the week, as oil pulls back on the latest developments out of Iran. What a top market strategist needs to see before buying the dip, and the areas of the market where he’d put new money to work. 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.

A fresh wave of semi catalysts lining up for next — from Nvidia’s GTC event to Micron earnings and an AWS–Cerebras tie-up. What Fast Money Friend Gene Munster is watching, and what to expect from Nvidia’s CEO Jensen Huang when he takes the stage. Plus Jefferies’ David Zervos joins us with a simple message for investors: “Don’t panic,” as traders weigh inflation risks, Meta’s reported AI delay, and Boeing’s push to fix wiring issues. 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, S&P, and Nasdaq all dropping more than 1% as oil spikes. The latest developments out of the Middle East pushing crude back towards triple digits, and how the Fast Money traders are handling the latest swing in stocks. Plus the latest black eye in the private credit crunch, Adobe results moving the software stock after hours, and how the supply chain disruptions in the Strait of Hormuz could impact your next grocery bill. 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 ticking lower, as crude oil edge higher after the IEA announced it would release a record 400 million barrels of oil to address the Iran War supply disruption. The latest developments out of the Middle East, and how global markets are responding. Plus RBC’s Lori Calvasina lays out how she’s navigating the volatility, and where she sees putting money to work. 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 Oracle on the move after reporting results. The latest numbers from the quarter, and what the company is saying about its data center construction. Plus, a wild day for stocks as investors digested the latest developments in the Middle East. The impact on energy prices, and how a top investment strategist is navigating the volatility. 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 stage a major reversal as President Trump weighs in on the Iran War timeline, and where a top oil analyst sees the energy sector heading next after crude oil spikes above $100 per barrel. Plus, the latest on a Microsoft–Anthropic AI deal, Hims & Hers jumping on a new collaboration with Novo Nordisk, Bitcoin volatility below $70K, and shutdown-fueled airport delays snarling travel. 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.

Oil is ripping higher as the war in the Middle East disrupts fuel supplies — with WTI Crude posting its biggest weekly gain on record. We break down what rising gas prices mean for the consumer with Moody’s Mark Zandi, and the stocks that could benefit as the Strait of Hormuz stays closed. Plus, banks stay under pressure, UBS upgrades pharma, and Wells Fargo’s Michael Schumacher joins to game out what oil — and the latest jobs data — mean for rates, Treasuries and the broader macro picture. 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 selling off on Wall Street as crude oil continues to climb, and interest rates tick higher as investors digested the ongoing conflict in the Middle East. How the traders are navigating the whipsaw moves in stocks this week, and where they’re finding opportunity in the drop. Plus concerns still lingering over the private credit crunch, but could the fears be overblown? Why the CEO of an investment management firm says there’s a “witch hunt” happening 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 jumping across the board as investors digested the latest developments out of the Middle East. The groups leading the charge, and the oil spike impact on equities, rates, and currencies. Plus software stocks are looking to make a comeback this week, as the group looks to rebound from its recent sell-off. Salesforce CEO Marc Benioff joins Fast Money for an exclusive interview on how he’s navigating the tech 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.

Stocks dropping early in the session before cutting the losses, as investors digested the latest developments out of the U.S.-Iran War. The latest headlines out of DC and the key levels the Fast Money traders are watching ahead of tomorrow’s session. Plus Target bucking the sell-off after reporting results this morning, but one former retail chief says the Iran oil shock may put a major strain on consumer spending. 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 reversing midday as investors bought the dip after the U.S.-Iran attacks. How the energy market is responding, and what the conflict will mean for markets. Plus, What JPMorgan CEO Jamie Dimon had to say about the recent private credit crunch, the rebound in software stocks, and how AI is shaking up trading platforms and prediction 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 selling off to close out the week, as investors digested a hot inflation report. The credit-linked concerns weighing on banks, credit card companies and asset managers, and the stocks one top bank analyst is leaning into on the weakness. Plus, the software slump continues with the IGV software ETF down more than 20% so far this year, but Morgan Stanley’s Katerina Simonetti is laying out where she sees some opportunity in the tech tumble. 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.

Nvidia rolling over after earnings last night, and failing to lift markets as investors sell out of tech and semi stocks. The names getting dragged down, and where one top tech analyst sees Nvidia and chip & software stocks heading next. Plus the latest numbers out of Dell and Coreweave, weakness in China tech, and the battle between Paramount Skydance and Netflix as the media companies battle for Warner Brothers Discovery. 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 AI and software trades get a big test with Nvidia and Salesforce reporting results. What a top tech analyst sees in store for the names, and the conference call headlines moving shares after hours. Plus, a rough day for homebuilders, the real read on consumer affordability with the CEO of Tanger Outlets, and a read on retail investor sentiment from Charles Schwab. 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.

Day 2 of Fast Money Live from Miami Beach for the iConnections Global Alts Conference. Melissa & the traders dig into a wall of worry surrounding the AI trade, as JPMorgan CEO Jamie Dimon weighs in on investor complacency. How markets are reacting to a potential bubble brewing in the space, and the stocks to watch as concerns pile up. Plus the opportunities in private credit as Blue Owl faces a potential liquidity crunch, and if the real estate sector can continue to climb after a strong start to the year. 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 is live from sunny Miami Beach for the iConnections Global Alts Conference, as stocks try to find their footing with tariffs, AI, and financials all in the crosshairs. Plus, we dig into the state of private credit as fresh concerns ripple through the space. And don’t miss the next move in crypto after a drop below $65,000, Novo’s selloff on new trial results, and the opportunities in Japan as the Nikkei hovers just below records. 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 staging a massive rebound after yesterday’s sell-off, with tech, software, and crypto all bouncing back. But is the rally just a mini correction, or a broader shift in the market fundamentals? Plus The next move in Bitcoin after it’s snapback, the latest prediction market plays ahead of Sunday’s big game, and why retail investors are staying upbeat despite the recent weakness. 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.

Google parent company Alphabet on the move as the tech giant reports results. The details and numbers from their latest quarter, and why tech analyst Gene Munster sees the stock topping the Mag7 group this year. Plus Eli Lilly and Novo Nordisk heading in opposite directions as the weight loss drug race enters its next leg. Why one top health care analyst is flagging management confidence and pricing algorithms as the difference makers.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.

Tech leading today’s sell-off, with investors dumping software stocks as the AI revolution threatens the sectors growth model. The names getting hit, and the latest comments from Nvidia CEO Jensen Huang on the company’s deal with OpenAI. Plus, AMD and Chipotle report results, Bitcoin’s slide continues, and the next move for Novo Nordisk after the stock tanks on a sales warning from 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.

Oracle planning to raise up to $50 billion for its AI infrastructure build, as Nvidia’s deal with OpenAI seems to still be on the table. Why the move could be the semi giant’s largest investment ever, and how the AI financing headlines will impact the artificial intelligence race. Plus Gold, Silver, and Bitcoin volatility rattling Wall Street, but Evercore’s Julian Emanuel isn’t letting the swings sour his bull case. Why he still sees the S&P climbing despite the commodity and crypto crunch.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.

President Trump selecting former Fed Governor Kevin Warsh to succeed Jerome Powell as Fed Chair. The market, treasury, and dollar reaction, and what to expect from Warsh as Trump continues to push for lower rates. Plus tech earnings continue next week, with investors eyeing the massive AI capex plans. If the investment will pay off, and which company has the edge in the artificial intelligence race.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.

Big tech earnings roll on with Apple reporting results. The numbers from their latest quarter, and what Fast Money friend Gene Munster thinks of the recent rout in the software space. Plus Crude prices surging as Mideast tensions ramp up. How the U.S. may respond, and what one oil analyst sees in store for the energy 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.

Meta, Microsoft, and Tesla on the move as the tech giants kick off Mag 7 earnings. The numbers out of their quarters, and what Fast Money friend Gene Munster sees in store for the group. Plus, Powell’s pause. The Federal Reserve leaving rates unchanged, as the central bank’s economic view improves. What Fed Chair Jerome Powell had to say about their latest decision, and who could be his replacement as President Trump ramps up his criticism. 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.

GM surging to a fresh record high as the automaker tops earnings expectations. The dividend and buyback announcements they’re making, and what CEO Mary Barra had to say about the company’s next move. Plus A look at overseas investing, as the weaker dollar boosts markets abroad. Where one portfolio manager sees the biggest discounts, and the foreign stocks that could climb even higher.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.

Gold and silver hit fresh records as the dollar slides, and investor Peter Boockvar sizes up the Fed meeting with a massive earnings week on deck — including whether Big Tech’s AI spending holds up. Plus: Nvidia takes a stake in CoreWeave, the latest on the travel trade after this weekend’s snowstorm, and a private-credit warning from BlackRock TCP Capital ripples through 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.

Big tech earnings on deck, with Meta, Microsoft, Tesla, and Apple headlining the Mag7 action next week. If the group can bounce back after a tepid start to the year, and the names that saw the most action this week leading up to the reports. Plus Gold and silver at records, while India sells out of U.S. treasurys. What our international ambassador Tim Seymour sees in store for the emerging markets, and the next move for heavy metals.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.

Intel on the move as the chipmaker reports quarterly results. The numbers from the quarter, and where top tech analyst Gene Munster sees the stock heading next. Plus, President Trump going after JPMorgan and its CEO Jamie Dimon. Why he’s suing the big bank, and how other financial institutions are considering his credit card cap rate plan.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 rallying late in the day after President Trump called off new tariffs on Europe, saying a deal framework has been reached over Greenland. The stocks and sectors seeing the biggest moves on the news, and what a top tech analyst sees in store for the group. Plus what the President had to say about his next pick to lead the Fed.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 and United Airlines on the move as the company report results. The latest on the streaming giant’s bid for Warner Brothers Discovery, and what United CEO Scott Kirby has to say about the company’s latest numbers. Plus, the latest out of President Trump’s White House briefing, the surge in Natural gas prices as freezing temperatures hit millions across the U.S., and the stocks that bucked today’s sell-off.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 falling far from the tree, as the tech giant closes out its 7th straight week of losses. How it’s faring against the other Mag7 names, and if the stock can bounce back after its recent rut. Plus new car prices continuing to speed higher, as the White House makes another affordability push. How they’re hoping to lessen the sticker shock, and the stocks that could see an impact..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.

Goldman Sachs surging to fresh records as earnings top estimates, while some Mag7 stocks continue to struggle against the broader market. So will the big bank keep bumping, or can the big tech trouble make a turnaround? Plus the weight loss drug wars are heating up, with focus turning to the GLP-1 pill. The latest data from one pharma company, and what the CEO sees in store for the company as competition continues to climb.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.

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.

Another affordability push from the White House, as the Trump administration targets power costs associated with the AI buildout. The companies in focus, and how they could help offset the electricity costs. Plus The latest from JPMorgan’s Health Care conference. What one bipharma CEO sees in store for 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.

Credit card stocks sinking as President Trump calls for a interest rate cap. The details on his plan, how it’s hitting the big banks, and the odds a credit card cap could come to fruition. Plus President Trump’s Powell probe, as the DOJ launches a criminal investigation into the Fed Chair. The renovations coming under scrutiny, and what the probe means for the future of Fed independence. 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.

Mortgage rates dropping to nearly 3 year lows, as President Trump announces he’s ordering Fannie and Freddie Mac to buy $200B in mortgage bonds. The impact on housing and rates, and what the moves mean for affordability as would-be buyers sit on the sidelines. Plus Meta inking more nuclear deals, as the tech giant looks to power its AI ambitions. The names they’re teaming up with, and what the data center demand could look like this year.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.

A Mag-7 Market Cap switch, as Alphabet overtakes Apple for the first time since 2019. Why a top technician is turning sour on the tech giant, and if the stock is in store for a rough 2026. Plus, Venezuela, earnings, and economic data moving markets, but a top volatility expert is flagging the single stock swings as the metric to watch.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 changes could be coming to the housing and defense sectors. The stocks seeing an impact from President Trump’s latest announcements. Plus, Oil in focus as up to 50 million barrels head to the U.S. from Venezuela. What it could mean for prices at the pump, and what the Secretary of Energy has to say about the moves.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.

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.

Stocks rallying to start the week after the U.S. action in Venezuela and the capture of leader Nicolas Maduro. How oil and energy are leading the charge, and if larger geopolitical conflicts will follow. Plus an exclusive interview with Nvidia CEO Jensen Huang, fresh off the stage of the company’s CES event in Las Vegas. His take on AI, robotics, competition, 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.

Major markets kicked off the year well off their session highs, but what stage does the action set for the rest of the new year? We’ll debate. Plus Tesla deliveries drop and it’s lost its spot at the top of the EV race. But will robotaxis and robots help it regain its footing?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.

2025 trading is in the books, with the S&P 500 locking in a 16% gain. How our traders are positioning into the new year after solid runs in some major stocks, and where they see the most opportunity in 2026. Plus, Charting out UnitedHealth’s next move. After a rough year for shares of the insurance giant, the Chartmaster Carter Worth is seeing some positive signals in the beaten down name. The key levels to watch, and where that stock could head in the new year. 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.

Big Banks on pace for a standout year. The money centers with double digit gains, and if the financials sector can stay on focus in 2026. Plus New Year, New interest in AI? What the VC landscape is looking for in the red-hot AI space, and where an early stage investor sees the most opportunity. 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.

Is the fever breaking in the AI & metals trade? The chip & tech stocks seeing outsized drops, and how Silver reversed course in a major way after hitting records. Plus the next move for the tech trade after a standout year, and the stocks one top analyst is betting on in 2026, but Nvidia isn’t one of them. 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.

Precious metals prices have surged this year, hitting all-time highs and far outpacing the stock markets. What’s in store for the trade in the new year, and can the gains keep coming? Plus the holiday shopping season is officially in the books. Who came out on top, and how is the long-strapped consumer set up for 2026? 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 500 closing at a fresh record high, as commodities come along for the ride. If the metal moves in Gold, Silver, and Copper can keep rocking into the new year, and how this morning’s strong GDP report will impact the Fed’s next rate decision. Plus Shares of Novo Nordisk on the move as the pharma company’s weight loss pill gets approved by the FDA. How the decision can tip the scales for Novo, and what one analyst sees in store for the weight loss drug 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.

Another chapter in the battle for Warner Brothers Discovery, as Larry Ellison steps in to back Paramount Skydance’s offer. How the father & son combo could help seal a deal, and where the development puts Netflix. Plus the financial sector just underperforming the broader market this year, but could 2026 see a bank breakout? Why one bank researcher says there’s big opportunity in small banks. 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.

Just a few trading days left in 2025, and there’s an AI battle royale brewing between hardware and hyperscalers. The moves in Micron, Nvidia, and Oracle as Mag-7 hyperscalers largely sit out of today’s rally. Plus A TikTok spinoff deal, and an $11B weapons package to Taiwan. All the headlines swirling around U.S.-China relations, and how it can all impact global 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.

Nike and Fedex on the move after reporting results. The details from those quarters, and why today’s delayed CPI data isn’t calming one market forecaster's inflation worries. Plus Shares of Insmed taking a dive as the company discontinues development of a key drug after disappointing trial results. What it means for Insmed’s future, and what one health care analyst sees in store for the broader 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.