CNBC's "Fast Money"

A China chip deal making headlines as Nvidia and AMD agree to give a piece of their revenue to the U.S. government. What it means for the semi market both companies are gaining access to, and if there could be similar deals in the works. Plus A slump in software stocks. The names showing signs of stress, and where one top tech analyst sees the group heading 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.

Apple’s up on its Trump-Cook collab, but can the rally survive the tech giant’s lackluster AI outlook? Wedbush’s Dan Ives lays out what Apple can do to avoid a “Blackberry moment.” Plus Charting Gold’s record rally, checking the pulse of a weakening labor market, and looking ahead to next week’s CPI report. 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 seeing another day of gains, as investors pile in after CEO Tim Cook’s appearance in the oval office. How the tech giants U.S. investment is putting it in President Trump’s good graces, and if the stock’s climb will continue. Plus Shares of Eli Lilly plummeting after the pharma giant posted disappointing results for its weight loss pill. What one top health care analyst sees in store for the stock, and the next move in the weight loss drug 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.

Apple’s upping its pledge to spend big in the U.S. What Deepwater Management’s Gene Munster thinks of the tech investment, and if the deal will help the stock catch up to its Mag7 peers. And debriefing Disney’s latest earnings report. What media trailblazer Tom Rogers sees in the numbers. Plus, the earnings blitz continues with Lyft, Shopify, McDonalds and DraftKings.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.

More economic data spooking the markets, as the ISM Services Index falls in July. What it means after last week’s jobs report. What one top market strategist sees in store for stocks, and where he sees the most opportunity. Plus Disney and McDonald’s earnings reports on deck. What to expect from the results, and what it will tell us about the strength of the consumer.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 traders weigh the odds of a Fed rate cut on the horizon, tech earnings continue as Palantir reports Q2 results, and with back-to-school season looming, how can retailers hold up against Trump’s new tariff rates. Plus, Robotaxi expansion revving up with a Baidu-Lyft collaboration.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 sell off after a weak July Jobs Report and news of Trump’s revised reciprocal tariffs, but Jefferies Chief Market Strategist David Zervos says not to be alarmed. Plus, Amazon sinks on yesterday’s rough forecast while burgers and biotech rally. 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 results continue to filter in, as Apple and Amazon both report. The impact on the broader tech space, and what one top analyst sees in store for the companies. Plus JPMorgan CEO Jamie Dimon weighing in on markets, the Fed, regulation, and more. Where he sees stocks heading next, and his take on Fed independence, as the Trump-Powell drama continues following the central bank’s latest rate decision.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.

More Mag-7 names headline the busiest week of earnings season, with Microsoft and Meta reporting results. The details from the company conference calls, and what one top tech analyst sees in store for the group. Plus The Central Bank’s latest rate decision, and headlines from Fed Chair Powell’s presser. And Ethereum Co-Founder Joe Lubin on the cryptocurrency’s 10 year anniversary and the mind-blowing return it’s seen over the past decade. 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 relatively tame day for stocks, but could the action under the surface be a warning sign for markets? The traders dig into what’s catching their attention in bonds, transports, and the commodities. Plus, The latest on U.S.-China trade discussions. Novo Nordisk’s nosedive after cutting guidance, and why Charles Schwab’s Head of Trading Services says retail investors aren’t forgetting the scars left by the Q2 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.

Markets kicking off a busy week, including a Fed decision and earnings reports from more than 100 S&P and Dow companies. What one top strategist sees as the biggest catalyst for stocks while they hover at record highs, and how options traders are sipping on Starbucks ahead of its report tomorrow. Plus, the latest developments in U.S.-China trade talks, and the stocks that could get a boost if the tariff truce continues.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.

Looking forward to a packed slate next week, with Apple, Meta, Amazon and Microsoft earnings on deck and a looming Fed decision. Plus, details on the Synovus-Pinnacle merger and a top analyst’s take on Charter’s post-earnings plunge. 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 the Fed as President Trump embarks on a rare presidential visit to the central bank amid its contested renovations. And, UnitedHealth drops after it confirms it’s responding to government probes into its Medicare operations. Plus, Chipotle sinks on its earnings miss, while airlines lose altitude. 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.

Alphabet and Tesla kick off earnings season for the Mag-7, and Deepwater’s Gene Munster is weighing in on the tech results. Plus, Stocks jumping on the latest tariff news, including Trump’s trade deal with Japan. And even more earnings action with Chipotle, IBM and Las Vegas Sands all reporting. 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 weighing a plan to remove cap gains tax on housing sales. Why one chief economist thinks the move could send home prices spiking. Plus, a Netflix bull worries about the streaming giant after last week’s quarterly results. And earnings season continues, with Texas Instruments, General Motors and Lockheed Martin making 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.

Google riding high ahead of earnings, with potential for its longest win streak in years. Japan’s election results have the Yen strengthening against the dollar. And Sarepta’s slide continues as the drug developer rebukes the FDA’s request to halt shipments of its gene therapy drug. Why one Wall Street analyst says the stock could head to zero. 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.

Gearing up for Big Tech’s second-quarter results, ahead of Alphabet and Tesla earnings next week. And Why Wall Street isn’t buying Netflix’s AI bet just yet. Plus the next move for crypto as President Trump signs the GENIUS Act into law. How it will impact Bitcoin’s record run and the stablecoins 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.

Netflix on the move as the streaming giant reports results. The headlines from its second-quarter conference call, and what a top media analyst sees in store for the stock. Plus GE pops after reporting, a rough prognosis for Elevance Health, and the crypto regulation bills creep through Congress. What it means for Bitcoin’s record run, and the path forward for stablecoins.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.

Rumors about Trump’s firing Fed Chair Powell heating up – then cooling back down. How the bond market is responding to Trump’s back and forth on Powell. Plus United’s second-quarter earnings results and Wedbush’s Dan Ives forecasts big tech earnings. 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 gunning for a license to sell its H20 chips in China, and one asset manager’s thoughts on what it means for the future of AI investments. Plus A hefty week of earnings, starting with big banks. And Trump’s ongoing threats to fire Fed chair Powell. Why one Wall Street forecaster says doing so would feed inflation and hurt stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Crypto cruising higher, as Bitcoin hits a new record high, topping $123,000. How U.S. lawmakers are gearing up to potentially pass regulatory changes that could bolster institutional demand. Plus Earnings season on deck, and all eyes are on big banks as the group kicks things off. What one top financials analyst is watching for, and the names that could lead the group 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.

Stocks close out the week pulling back from record highs. How President Trump’s latest tariff escalations hit markets, and how a number of catalysts next week could fuel the recent rally, or pressure stocks to the downside. Plus Crypto cruising higher, as Bitcoin surges to fresh record highs. Why one Bitcoin bull sees the token heading to $1 million.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 divergence in the tech space, as software stocks trail the chipmakers. What it means for the broader market, and if the underperforming software sector can catch up. And speaking of underperforming, Target trailing Walmart in a major way over the past year. Why the big box retailers are heading in different directions, and what the Chartmaster sees in the retailers technicals.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 becomes the first company to cross the $4T market cap, as the chip giant helps fuel the Nasdaq to its own record high. How the semi surge is fueling the broader tech trade, and if the gains can continue. Plus Is it time for an Apple turnover? Why one Wall Street research firm thinks it’s time for Tim Cook to be replaced, and how a new chief could turn things around at the tech giant.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 head lower as investors scoop up beaten down sectors like small caps, healthcare, and airlines. Could the next great rotation in the market be underway? Plus Coreweave shedding some of its gains after the company announced a data deal, and the acquisition is fueling Wall Street pessimism on the name. What one top analyst sees in store 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.

President Trump announcing 25% tariffs on goods from Japan and South Korea, and a handful of other countries are also in the crosshairs. What it means for markets, as they back off record levels. Plus biotech stocks have been on the upswing since April. Can the trend continue? We talk to one top analyst 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.

AMERICA’S DEFICIT RECKONING: What happens if the U.S. doesn’t rein in the budget deficit? CNBC Senior Finance & Banking Reporter Leslie Picker interviewed a dozen experts, investors and former government officials over the course of five months to explore the consequences of America’s fiscal path – not how to solve it, but what’s at stake if we don’t. This special report unpacks how rising debt threatens markets, hinders economic growth, and fractures international relations. From trillion-dollar annual interest payments to bond-market tremors to geopolitical vulnerability, CNBC explores the tipping point that the U.S. may be approaching – and whether it’s still possible to change course. 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 Microsoft falling, as reports the tech giant is scaling back plans for AI server chips. What it means for the company as the AI revolution continues, and the impact of Microsoft’s biggest round of layoffs since 2023. Plus Intel’s Foundry Changes. What the beaten down chip company is planing for its foundry business, and how the new CEO is trying to attract new customers.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 market rotation is underway, as investors transition from this year’s best performing sectors into some underperformers. The areas seeing some action, and if it will continue through the summer. Plus A technical twofer on Apple, as the Chartmaster Carter Worth and Kaite Stockton of Fairlead Strategies dig into a short-term play on Apple. 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 first half of the year is in the books, and stocks closed it out touching fresh record highs. But can the climb continue in the back half? Where RBC’s Lori Calvasina sees the market heading next. Plus Oracle’s next move after the company announces some cloud deals, and a check on the China trade after the country’s manufacturing data shrinks for a 3rd straight month.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 and Nasdaq both jump to fresh record highs, but pull back quickly as U.S.-Canada trade discussions screech to a halt. Plus Big bank stress test results, Nike’s best day since 2021, and Trump-Powell tensions run high, as Wall Street buzzes with potential for the president to name a Fed successor early. 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 climbing across the board, with the S&P 500 just points away from a fresh record high. How a quiet stealth rally in one sector could push the index to new heights. Plus Nike results are out. The details and numbers from its latest quarter, and the new faces joining the coffee chain’s board of directors.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.

Would you rather own Microsoft, Nvidia, or Apple? How our traders are navigating the moves in three of the largest companies in the world, as some hit record highs, and others lag behind the broader market. And speaking records, the S&P 500 just a whisper away from touching its own, and some individual names are paving the way. But are there more gains in store? The Fast Money crew lays out whether to Trade or Fade the winners.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 as investors digested the latest Middle East developments, with the S&P 500 inching towards fresh record highs. The names leading the charger, and if the markets can reach new heights in the coming days. Plus A major flex in the weight loss drug space, as Scholar Rock boasts some new trial data. What the CEO says sets them apart from the competition. 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.

Crude oil sliding after Iran’s strike on a U.S. base in Qatar. The energy impact, and how the broader markets are reacting. Plus The next move for Novo Nordisk, as the pharma company cuts ties with Hims & Hers. What it means for the weight loss drug space, and how their latest trial data is hitting 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.

San Francisco Fed President Mary Daly and Fed Governor Christoper Waller weighing in on the central bank’s next rate move. What they had to say about an interest rate adjustment, and what it will mean for the market this summer. Plus Circle keeps soaring, after the Senate passed its stablecoin bill. What the landmark legislation means for the crypto 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 Fed keeps its interest rate steady, and one top bank analyst weighs in on the impact to financials. Plus, why Wall Street sees even more upside for Oracle, and the next move in energy as the Israel/Iran conflict throws oil prices into question. 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 as the Israel-Iran conflict rages on, with President Trump weighing in as well. How the developments in the Middle East are impacting markets, and how oil, bonds, and the dollar are faring. Plus The sun setting on solar stocks, as the Senate’s tax bill changes hit the group hard. If those names can rise again, or if the shadow is here to stay.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 kicking off the week in the green, as investors digest the latest from the Israel-Iran conflict. The names seeing the biggest moves, and if it will be the Mag7 or Legacy tech stocks that lead the market higher. Plus A biotech beatdown, as shares of Sarepta Therapeutics get hit. The headlines hitting that name, and where one top healthcare analyst sees the biotech and pharma space heading next.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 averages moved sharply lower after Iran retaliated for last night’s attacks by Israel. Meanwhile, oil prices surged to their highest levels since January and gold climbed towards records. We break down all the market moves, and set you up for what to watch next weekFast 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 U.S. dollar hit its lowest level since April 2022, as trade tensions sent investors out of the traditional safe-haven asset. What it means for the market and for demand in the U.S. Plus AMD revealing a slew of new products as it looks to capture some of Nvidia’s magic. Where the companies stand in the AI 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.

Crude cruising to its highest level in more than 2 months, as geopolitical tensions impact the oil space. Could the energy sector be about to breakout after a lackluster year? Plus A June jolt for Starbucks, as shares of the coffee chain continue a solid move higher. Why investors are sippin’ on the stock, and if our traders are joining in on the java 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.

Semiconductor stocks are surging, helping fuel the market melt up, while bitcoin reapproaches last-month’s all-time high. Are new records in store for the spaces? And, an exclusive interview with Insmed CEO after the stock’s rally on positive trial results. Plus, McDonald’s shares down 7 days in a row, as the Wall Street downgrades pile up. The Fast Money traders put the new menu additions to the test.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’s WWDC floated add-ons to new products debuting later this year, from long-awaited AI tools to a new design called Liquid Glass. But are the tech giant’s AI strides too late in the game to push the stock higher? Plus The latest in trade negotiations between the U.S. and China. And Warner Bros. Discovery’s spinoff. What the Lionsgate vice chair thinks about the media spinoff trend and the next move in the streaming wars.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 Apple, as the tech giant gets ready for its Worldwide Developers Conference. With shares still down nearly 20% this year, what can Apple reveal to help turn the stock around? How their AI plans are shaping up, and what the Fast Money traders see in store for the Mag7 laggard. Plus A “confusing” jobs report. What one top market expert sees in the data, and how he’s navigating 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.

Fast Money Live is back! Die-hard fans from all over the country and globe join Melissa and the traders for a jam-packed show. Questions and answers on gold, crypto, international investing, and much much more. Plus Stocks turn lower as President Trump and Tesla CEO Elon Musk trade jabs online. And Former JPMorgan Chief Market Strategist Marko Kolanovic warns of a major market pullback. 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.

U.S.-China trade tensions ramping up, as President Trump weighs in on his exchanges with China’s President Xi Jinping. How the markets are handling the latest developments, and what we can expect from other trade deals in the works. Plus Doses and Deals. Pharma in focus as M&A heats up in the space. The names one top health care anlayst is watching as potential takeout targets.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.

Three major stock moves catching our traders attention. How they’re handling the action in Nvidia, Netflix, and Boeing… and which direction they see them heading next. Plus, stocks inching back towards record highs, but is there even more opportunity in the private sector? How one firm is giving investors an alternative to public stocks, and where they see the most action.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 crack in the housing sector’s foundation, as construction spending fell for a second straight month. The impact its having on homebuilders, housing retailers, and how this morning’s manufacturing data is moving the risk-off trade. Plus A gas gamble in the last frontier. Why the White House is pushing the Alaskan LNG project, and if the costs outweigh the benefits.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 reversing in today’s session, and sat out the mid-day Mag7 rebound. How the chip giant is faring since its post-earnings pop, and how our traders are positioning in the stock going into June. Plus Jamie Dimon ringing the alarm bell on the bond market. The cracks he sees starting to form, and why one top market strategist is ignoring the bond market alarmists.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.