CNBC's "Fast Money"
1,628 episodes - English - Latest episode: 2 days ago - ★★★★ - 1.2K ratingsHosted by Melissa Lee and a roundtable of top traders, “Fast Money” breaks through the noise of the day, to deliver the actionable news that matters most to investors. Fast Money airs weeknights at 5p ET on CNBC. Visit http://fastmoney.cnbc.com for additional information.
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Episodes
The Most Important Charts in the Market, and Where One Top Technician Is Seeing Buying Opportunities 9/27/23
September 27, 2023 22:10 - 44 minutes - 40.9 MBAll eyes are on yields and oil, but our traders are looking at some other charts that could tell the true tale of what’s in store for the markets. They lay out their cases tonight. Plus a handful of sectors have gotten to technically oversold levels but Fairlead’s Katie Stockton says there are other more attractive areas to watch. Fast Money Disclaimer
Is the Sell-Off an Opportunity to Buy? And the Future of Cannabis Legalization 9/26/23
September 26, 2023 22:08 - 45 minutes - 41.3 MBStocks sold off to multi-month lows, with the Dow breaching a key level of support. But some stocks may have been unfairly punished in the volatility. The traders are putting together their list of names that might be getting attractive right now. Plus the Senate set to vote on the SAFE Banking Act tomorrow. What it could mean for the marijuana industry. Fast Money Disclaimer
Rough Road Ahead for Stocks? And an Under-the-Radar Winner in the Weight Loss Boom 9/25/23
September 25, 2023 22:22 - 44 minutes - 40.7 MBThe yield on 10-year treasurys crossed the 4.5% mark for the first time since October 2007, but it's the benchmark’s relationship with the 2 year that caught the attention of one of our traders. Why the steeply steepening yield curve could be setting up equities for a problem period. Plus manufacturing giant Jacobs Solutions counts Eli Lilly and Novo Nordisk as two of its biggest customers. How the company is benefiting from the surging demand for weight-loss drugs. Fast Money Disclaimer
Stocks Sputter to End a Rough Week, and the Chart Master Updates His “Most Controversial” Pairs Trade 9/22/23
September 22, 2023 21:35 - 22 minutes - 21 MBStocks sputtering into the close on Friday with major indexes unable to hold on to early gains. What the action means as we head into what could be a crucial week for the markets. Plus, four months ago Carter Worth said to sell Apple and Microsoft and Buy Alphabet and Amazon. Where he stands on that trade now. Fast Money Disclaimer
The Great Rate Shock, and What Other Companies Should Merge? 9/21/23
September 21, 2023 22:17 - 45 minutes - 41.2 MBInterest rates spiked to levels not seen in over 15 years, sending stocks sinking on Thursday. Have major averages put in their highs for the year? How should you position yourself for the rest of 2023? Plus on the heels of Cisco’s $28b acquisition of Splunk, we wondered, what other companies should merge. The traders give their picks. Fast Money Disclaimer
Get Ready for “Higher for Longer” and the Full Cost of the Labor Strikes 9/20/23
September 20, 2023 22:15 - 44 minutes - 40.7 MBStocks closed near their lows of the day after Fed Chair Jerome Powell reiterated his intent to keep rates high and said that a soft landing for the economy is not the base case scenario. We break down all the action in the market today. Plus more details on the UAW negotiations. What all the strikes are costing the economy. Fast Money Disclaimer
Countdown to Fed Decision, and Digging in on Instacart’s First Day 9/19/23
September 19, 2023 22:06 - 44 minutes - 40.7 MBStocks closed lower on Tuesday as investors awaited the Fed’s next rate decision, and while markets largely expect the central bank to hold steady tomorrow, short-term rates rose to their highest level in over 16 years. We break down the latest moves in the bond markets and what they mean for investors. Plus shares of Instacart parent Maplebear closed more than 12% higher than their IPO price, but well off their opening trade. What’s that say for the state of the IPO market? Fast Money D...
Are Rates and Stocks Really Disconnected? And Cathie Wood’s Latest Investments 9/18/23
September 18, 2023 22:09 - 44 minutes - 40.6 MB10-year yields hit levels not seen in over 15 years today, but the rise in rates hasn’t seemed to affect stocks yet. Can the two keep rising in tandem, or is there a crash in one group coming? Plus ARK Invest’s CEO joins from London to share her thoughts on Tesla, AI and all things tech. Fast Money Disclaimer
Stocks Sell Off Into the Weekend, and Charting Netflix’s Next Move 9/15/23
September 15, 2023 21:38 - 22 minutes - 20.9 MBBig tech leading the markets lower on Friday, pulling the S&P and Nasdaq into the red for the week. So what does this set-up tell us heading into next week’s fed meeting? Plus Netflix locking in its worst week of the year, and the Chart Master has some deep thoughts on where it’s going next. He lays out his case and we dig in on the trade. Fast Money Disclaimer
Energy Hits Year’s Highs and the Deal Disney May Be Looking to Make 9/14/23
September 14, 2023 22:09 - 45 minutes - 41.5 MBCrude oil crossed $90/barrel for the first time since last November today, and fueled the PPI’s energy index to its biggest gain since at least 2010. But how much higher are prices going from here? And how do you play the gains? Plus Disney shares getting a boost midday after reports it may be looking to offload its ABC networks. What a deal could mean for the beaten down stock. Fast Money Disclaimer
Netflix’s Big Ad Warning, and Counting Down to ARM’s IPO 9/13/23
September 13, 2023 22:24 - 44 minutes - 40.6 MBShares of Netflix took a big leg lower after the company’s CFO warned its ad tier hasn’t been a material contributor to revenues yet. Can the streamer turn things around? Plus investors bracing for what could be the biggest IPO of the year. What you need to know about ARM Holdings’ offering and the landscape for capital raises in the second half. Fast Money Disclaimer
Countdown to CPI and the Latest Threat to Apple in China 9/12/23
September 12, 2023 22:09 - 42 minutes - 39 MBAll eyes on tomorrow’s CPI print, but with crude oil prices rising to 10-month highs, will inflation pressures weigh not only on the consumer, but on the Fed. Plus Apple unveiling its latest lineup of iphones and smartwatches. But could a competing product out of China deliver the real threat to growth in that country. Fast Money Disclaimer
Disney & Charter End Their Spat, and China’s Latest Campaign Against Apple 9/11/23
September 11, 2023 22:13 - 44 minutes - 40.8 MBShares of Disney & Charter rising as the two companies sign a deal to end a blackout that affected millions of cable subscribers. But is this just the beginning of the end of the TV bundle? Plus a nationalistic push in China is trumpeting home-grown Huawei over the American iPhone maker. What this could mean for the biggest tech company in the world. Fast Money Disclaimer
RH Sends a Warning Sign on the Consumer, and Putting a Number on the Shrink Problem 9/8/23
September 08, 2023 21:39 - 22 minutes - 21 MBShares of Restoration Hardware posted their worst day since the start of the pandemic after issuing a big warning on the state of the luxury housing market. But is this a canary in the coal mine over the strength of the consumer? Plus shrink has been a big issue for the retail sector of late, and we’ve got the numbers on just how concerned we should be. Fast Money Disclaimer
Could China’s Crackdown Go Beyond Apple? And Just How Big Can the Weight Loss Market Get? 9/7/23
September 07, 2023 22:11 - 45 minutes - 41.3 MBApple dropped for a second day in a row, and this time major suppliers came along with it. Is this just the start of what a China crackdown might do? Or are companies from Nike to Starbucks also in the crosshairs? Plus one analyst out with a big forecast for how large the weight loss drug market could get. What it all means for the biggest players in the space. Fast Money Disclaimer
Fast Money - 9/6/23
September 06, 2023 22:06 - 44 minutes - 40.8 MBListen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed. Fast Money Disclaimer
Rates Rise and Homebuilders Sinks, Plus the MedTech Stock Getting Skinnier, Thanks to the Weight Loss Drug Boom 9/5/23
September 05, 2023 22:09 - 44 minutes - 40.6 MBHomebuilder stocks kick off the week on shaky foundation, as interest rates resume their march higher. What the moves say about the strength of the markets heading into fall. Plus one analyst downgrading shares of ResMed as the boom in weight loss drugs could lead to lower demand for sleep apnea devices. We look at the other side effects of people slimming down and the stocks that could get impacted. Fast Money Disclaimer
The Old Tech Stocks Learning New Tricks, and the Stock That’s Been a “Terrible Embarrassment” For One Trader 9/1/23
September 01, 2023 21:41 - 22 minutes - 20.9 MBShares of Dell soared to all-time highs today, while IBM and Cisco are also in rally mode. What’s driving the strength in legacy tech names, and what does it mean for the markets? Plus shares of what should have been a steady, defensive stock play have fallen to 14-year lows. What went wrong with Walgreens and how the traders are managing their trades now. Fast Money Disclaimer
Dollar Store Doldrums, and Pot Stocks Light Up for a Second Straight Day 8/31/23
August 31, 2023 23:44 - 44 minutes - 40.8 MBShares of Dollar General dropped to three-year lows after slashing sales and earnings guidance. So does this sector tell the true tail of the consumer? Plus marijuana stocks lit up again today as the Department of Health’s recommendation yesterday seemed to raise hopes for legalization. We talk to George Archos, CEO of cannabis producer/retailer Verano, to find out what it means for the industry. Fast Money Disclaimer
Is Nvidia Stock Actually Undervalued? And the Insurance Impact of Hurricane Idalia 8/30/23
August 30, 2023 22:09 - 44 minutes - 40.9 MBShares of Nvidia hit all-time highs again today, but one top analyst says the stock could rally almost 50% more from here! Melius Research’s Ben Reitzes lays out his case. Plus insurance companies bracing for a slew of claims from Hurricane Idalia. How the industry is poised for what’s to come. Fast Money Disclaimer
Does Drop in Rates Give the Green Light for Stocks? And Grayscale Takes a Big Step Forward in its ETF Journey 8/29/23
August 29, 2023 22:15 - 44 minutes - 40.7 MBTreasury yields fell to near three-week lows, with the 10-year shedding nearly 25 basis points in the past week. Will falling rates give stocks the go-ahead to rally in the back half of the year? Plus a judge siding with Grayscale in its fight to convert to a bitcoin ETF. What it all means for the crypto space. Fast Money Disclaimer
What Secy. Raimondo’s China Trip Will Mean for U.S. Relations with Beijing, and Is the IPO Pipeline Opening Back Up? 8/28/23
August 28, 2023 22:08 - 44 minutes - 40.8 MBCommerce Secretary Gina Raimondo is on a 4-day trip to China, the latest White House Official to try to ease tensions with the country. What impact she could have, and what it will mean for the two biggest economies in the world. Plus former Goldman Sachs analyst Heather Bellini on the state of the IPO and VC market and the future of fintech. Fast Money Disclaimer
Yields rise on rate hike comments 8/25/23
August 25, 2023 21:42 - 22 minutes - 21 MBFast Money traders break down Fed Chair Powell’s warning that more rate hikes could be ahead. Fast Money Disclaimer
Fast Money 8/24/23
August 24, 2023 22:11 - 44 minutes - 40.9 MBListen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed. Fast Money Disclaimer
: All Eyes on Nvidia’s Quarter, Foot Locker Goes Foul, and What’s Driving Netflix Higher? 8/23/23
August 23, 2023 22:08 - 44 minutes - 40.6 MBShares of Nvidia on the move after the semi giant’s latest quarterly results. What the company said about AI and how it’s affecting the stock. Plus Foot Locker turns in its second worst day ever and Netflix gets a bump on a bullish analyst call. Fast Money Disclaimer
The Great Retail Shrinkage Problem - Cause for Concern, or Just an Excuse? 8/22/23
August 22, 2023 22:10 - 44 minutes - 40.8 MBShares of Dick’s Sporting Goods posting its worst day on record after reporting retail theft took a big bite out of results. But is the so-called “shrink” just masking a real problem with the consumer? Plus we’re counting down to Nvidia’s big earnings report and breaking down the latest reads on the housing sector. Fast Money Disclaimer
Two Opposing Market Moves, and What China’s Slowdown Means for Markets 8/21/23
August 21, 2023 22:09 - 44 minutes - 40.5 MBInterest rates continued their climb higher today, with long-term yields hitting decade-plus highs. But high growth, high multiple tech stocks, which usually struggle under rising rates, are also higher. What does it all mean? Plus China cutting its lending rate less than expected. The fears that’s sparking and how it’s impacting investment in the area. Fast Money Disclaimer
Palo Alto’s Latest Earnings Report, and Countdown to Jackson Hole & Retail Earnings 8/18/23
August 18, 2023 21:51 - 23 minutes - 21.1 MBPalo 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
10-Year Posts Highest Close in 15 Years, and Is the CVS Business Model Broken? 8/17/23
August 17, 2023 22:09 - 44 minutes - 40.8 MBThe 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 i...
A “Targeted” Problem, or a Bigger Concern? Plus What Treasury Yields’ Big Rise Mean For Markets 8/16/23
August 16, 2023 22:18 - 44 minutes - 40.6 MBTarget 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
Stocks Breach Key Level and China Sees Further Slowdown 8/15/23
August 15, 2023 22:13 - 44 minutes - 40.7 MBThe 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
Is the Consumer Stronger Than We Think? And Where Are Oil Prices Heading Into Summer’s End 8/14/23
August 14, 2023 22:09 - 44 minutes - 40.8 MBStocks 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
Countdown to Consumer Earnings and Are Semis Set to Break Down? 8/11/23
August 11, 2023 21:40 - 22 minutes - 21 MBThe 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
Has Softening Inflation Lost Its Luster? And the CEO of Archer Aviation on the Future of eVTOLs 8/10/23
August 10, 2023 22:13 - 44 minutes - 40.7 MBStocks 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
A Canary in the Coal Mine for the Markets, and Digging in on Disney’s Report 8/9/23
August 09, 2023 22:33 - 44 minutes - 40.9 MBShares 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
Did DataDog Ring the Bell for the AI Trade? And Is There More Trouble Ahead for the Regional Banks? 8/8/23
August 08, 2023 22:09 - 44 minutes - 41.1 MBShares 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
How the Mighty Have Fallen, and the Skinny on Lilly 8/7/23
August 07, 2023 22:18 - 49 minutes - 45.5 MBApple 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
As Goes Apple, So Goes the Market? And a Chart of the Week That..Went Nowhere? 8/4/23
August 04, 2023 21:51 - 22 minutes - 21 MBStocks 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
All Eyes on Amazon and Apple Earnings, And What the Bond Markets Are Telling Investors 8/3/23
August 03, 2023 22:14 - 44 minutes - 41.1 MBShares 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
The High-Multiple Stocks Take the Biggest Hit, Post-Downgrade, and a Lookahead to Apple & Amazon Earnings 8/2/23
August 02, 2023 22:20 - 44 minutes - 40.9 MBStocks 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
A Busy Night of Earnings, and the Chart Master’s Big Call on CAT 8/1/23
August 01, 2023 22:24 - 44 minutes - 40.9 MBAMD, 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
The tech rally isn’t just about the mega caps and AI, and why Chinese stocks could rise even higher 7/31/23
July 31, 2023 22:14 - 44 minutes - 40.7 MBThe 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
Stocks Rally Ahead of Busiest Week of Earnings, and a Chinese EV Maker Locks in Its Best Week of the Year 7/28/23
July 28, 2023 21:37 - 22 minutes - 20.9 MBMajor 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
Dow Misses its Date With Destiny and Intel Soars After Earnings 7/27/23
July 27, 2023 22:13 - 44 minutes - 40.6 MBThe 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
All Eyes on Meta Earnings and the Fed, Plus CME CEO Terry Duffy on the Markets 7/26/23
July 26, 2023 22:33 - 44 minutes - 40.7 MBShares 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
Microsoft, Alphabet on the Move, and RTX’s Engine Troubles 7/25/23
July 25, 2023 22:27 - 44 minutes - 41.2 MBOn 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
CNBC SPECIAL: Making of the Meme King Part 2
July 25, 2023 10:00 - 22 minutes - 20.9 MBPart 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?
CNBC SPECIAL: Making of the Meme King Part 1
July 25, 2023 10:00 - 27 minutes - 24.8 MBPart 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 earn...
Countdown to Big Tech Earnings, and Will X Mark the Spot for Twitter? 7/24/23
July 24, 2023 22:46 - 44 minutes - 40.8 MBAlphabet 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
DOW BREAKTHROUGH: LONGEST WIN STREAK IN SIX YEARS 7/21/23
July 21, 2023 21:36 - 22 minutes - 21 MBThe 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