CNBC's "Fast Money"

Apple delivering its first earnings report under CEO John Ternus. The details from the quarter as iPhone sales come into focus, and what Deepwater’s Gene Munster makes of the tech giant’s results. Plus, more after-hours action in Palantir, Visa and Mastercard hit record highs, and the data center debate takes center stage as Americans head to the polls tomorrow; how the AI infrastructure stocks will fare after election day. Fast Money Disclaimerart.

Kalshi and Polymarket are the major online prediction markets where people bet on future events, everything from election results to who will win the 2027 NBA Championship. But do those bets influence election results? And how are the companies protecting gamblers from manipulating the market? CNBC’s investigation team explores. Disclosure: CNBC has a commercial partnership with Kalshi and uses the company’s market data across its broadcast and digital platforms.

Stocks selling off on Wall Street, with tech and AI leading the declines as investors rotate into more defensive parts of the market. How the traders are handling the drops in the Mag7, Semis, and Memory stocks, and if there’s more pain ahead. Plus, the biggest crypto theft ever, some bright spots in spots in the sea of red, and what the Chartmaster sees in store for bombed out names like Alphabet, ServiceNow, and Caterpillar. Fast Money Disclaimer

A busy week of earnings continues, with Amazon reporting results, and Intel, Sandisk, and Starbucks all delivering quarterly earnings. How the Fast Money traders are handling all the moves, and what tech analyst Gene Munster sees in store for the tech trade. Plus, Caterpillar’s results hit shares, pharma names in focus, and Alphabet’s rough day; how the tech giant’s earnings miss reflects first real sign that AI is taking a bite out of search. Fast Money Disclaimer

Fast Money breaks down Alphabet’s after-hours selloff on search weakness and AI cannibalization concerns, Microsoft’s Azure-led earnings beat, and fresh read-throughs from ServiceNow, FedEx, Chipotle and the Fed. The key takeaway: investors rewarded visible cloud growth and spending discipline while punishing uncertainty around AI monetization, capex and the durability of core businesses. Fast Money Disclaimer

Stocks posting back-to-back gains, as tech and AI stocks lead the charge higher. So is the bull market back on track as earnings season kicks into high gear, or is the rebound only temporary? Plus, Boeing’s drop after reporting results, the options setup on key names reporting this week, and the Fed on deck; what the street is expecting ahead of tomorrow’s rate decision, and what Chairman Kevin Warsh may signal for future rate policy. Fast Money Disclaimer

AI giant Anthropic advancing its plans to go public, with a new filing showing massive revenue growth -- in addition to massive capex plans. The traders talk the AI capital rush and what to expect heading into another key tech earnings week. Then, Societe Generale’s Subadra Rajappa lays out her expectations for the next Fed decision out Wednesday and why she thinks the 10-year Treasury yield looks attractive at current levels. Plus, Brazil’s post-election bust, more Instacart takeover talk and why guest trader Katie Stockton thinks Costco is poised to break out. Fast Money Disclaimer

Even with tech putting in a losing week, investors begin to nibble on software and cyber stocks. The traders debate how to position in the AI trade amid the broader downdraft. Plus, energy stocks hit fresh records as oil rallies back. The Chart Master lays out the one group in the sector that could be poised to play catch-up. Plus, Williams-Sonoma’s dutch oven heats up, a potential delivery app deal and how options traders are positioned heading into next week’s key earnings reports. Fast Money Disclaimer

Tech stocks plummeting in today’s selloff, as AI spending fears reach a boiling point. The AI names leading the carnage, and what Nvidia CEO Jensen Huang had to say about a lack of capital holding back growth. Plus, homebuilder stocks catch a bid as rates pull back, how carriers are slashing the iPhone Duo price to get your business, and Moderna’s meltdown; the leaked data that tanked shares, and how options traders are handling the drop in the stock. Fast Money Disclaimer

Big Tech earnings kick off with Meta and Tesla both reporting results. The numbers from the quarters, and what top tech analyst Gene Munster is hearing on the company conference calls. Plus, IBM, Las Vegas Sands, and United Rentals delivers results, Wall Street takes a bite out of Chipotle shares, and Coreweave’s lingering debt concerns; why shares are still under pressure and the impact it’s having on the broader AI tech trade. Fast Money Disclaimer

Netflix, SpaceX, and United Airlines all on the move after hours. The numbers from those earnings reports, and a top media analysts reaction to the streaming giant’s quarter. Plus, the prognosis on pharma and health care stocks, setting up ahead of Meta, Tesla, and IBM’s reports tomorrow, and the next move in neoclouds. What a top tech analyst makes of the recent debt distress, and his take on the latest deals in the space. Fast Money Disclaimer

Could the pullback in the AI trade be a buying opportunity? Why analysts say the Coreweave unwind is overdone, and the headwinds facing the other neoclouds and tech stocks. Plus, banks under pressure post-earnings, a prime pick on Wall Street, and the next move in the energy sector; where a top oil analyst sees Crude and Bbrent heading next after the latest developments in the Middle East. Fast Money Disclaimer

Shares of Coreweave unraveling even further, with shares tumbling nearly 30% over the past 2 weeks. What the drop means for the broader AI trade, and if tech unwind has more room to fall. Plus, how iPhone Duo preorders are faring, a valuation comparison between Walmart and Amazon, and the steaming setup in Netflix ahead of its earnings report next week; how options traders are tuning into the name before the numbers cross the wires. Fast Money Disclaimer

The move lower in rates helping fuel rallies in homebuilders, discretionary, and even the tech stocks at the forefront of the recent AI rout. What the treasury changes mean for the groups, and if this is just short term reprieve, or if the rally is back in action. Plus, Wall Street’s Walmart call, pharma and health care strength, and an AI alliance; how longtime rivals Apple and Meta are teaming up as the next phase of the AI race heats up. Fast Money Disclaimer

Financing concerns hitting the AI trade, as shares of Coreweave and Oracle tumble. The capital worries hitting the trade, and if the tech debt distress is enough to keep dragging on the group. Plus, Caterpillar in need of a metamorphosis, discount retailers show strength, and the banking bummer kicking off earnings season; the sharp profit decline and regulatory penalty hitting shares of Bank Of America. Fast Money Disclaimer

Memory stocks under pressure yet again, as China competition threats weigh on the space. How the DRAM Memory ETF is holding up, and why a post by Elon Musk is adding to the drama. Plus, J&J drops on weak medical device sales, Disney’s touch of magic on an 8-day win streak, and Apple hits record on the back of a hardware event; how our traders are handling the tech giant at all-time highs, and the other names trading near records. Fast Money Disclaimer

Energy markets volatile after President Trump said he struck a deal with Russian president Vladimir Putin to supply millions of tons of diesel to the global market. The traders react to the latest headlines and the potential impact on global energy prices. Then, Apple shares come under pressure after a report signaled weaker demand for the newly-launched iPhone 18 Pro and Pro Max models. Plus, counting down to bank earnings, Moderna’s cancer moonshot and the Chart Master’s call on Bloomin’ Brands. Fast Money Disclaimer

Stocks taking a hit as oil prices popped following the latest developments in the U.S.-Iran conflict. The tech losses leading the drop, and the next move in energy prices as WTI crude hovers around $91 per barrel. Plus, a potential burrito and brew tie up as Starbucks reportedly looks to buy Chipotle, the technical setup for banks ahead of earnings season, and the White House CTO on President Trump’s tech exec awards. Fast Money Disclaimer

Stocks retreating from record highs as rates resume their march higher. How a stronger than expected bond auction helped ease yields off their highs of the day, and what the latest Fed minutes told us about the central bank’s plan. Plus, cybersecurity in focus as AI safety concerns grow, SpaceX shares return to earth after blasting off, and changing lanes in the used car market; how decreasing values and a lack of hurricanes are impacting the auto industry. Fast Money Disclaimer

The S&P 500 hitting its first record high in nearly 2 months, but the equal weighted index isn’t following suit. What the divergence could mean for the broader markets, and how our traders are positioning with stocks at records. Plus, Google’s nuclear deal boosts Constellation Energy, Wall St. still sees some upside in Netflix, and a diesel downer… why higher-for-longer diesel prices could hit your wallet beyond the pump. Fast Money Disclaimer

The greenback showing strength, as the dollar index hits its highest level since April 2025. How the climb in the currency, alongside rates, will impact equities… and where Citi’s JP Coviello is putting money to work. Plus, Wells gets upgraded ahead of earnings season, Chipotle’s rough run continues, and the outlook for the pharma sector; Fast Money Disclaimer

Nvidia helping fuel Nvidia’s run to all-time highs, hitting its own intraday record for the first time since May. The renewed optimism for the chip giant on Wall Street, and if the tech rally can continue. Plus, next move in oil as Europe releases diesel reserves, Tesla charges up after its deliveries report, and a full percentage point from here. Why a former Trump treasury official sees the Fed hiking through the Spring, and how today’s soft jobs report will play into their next rate decision. Fast Money Disclaimer

Stocks bouncing off session lows as rates pull back from multi-decade highs. Have the yields reached a peak, or is this just a pause in the surge? Plus, Wall Street bulled up on more Meta gains, Airbnb rolls out new AI features after a rough month, and Nike reports results; where a top retail analyst sees shares heading next as the sneaker giant paces for its worst year since 1993. Fast Money Disclaimer

Micron on the move after reporting results.How the semi stock’s latest quarterly numbers are impacting shares after-hours, and how the traders are navigating the chip trade. Plus, crude climbs as WTI trades around $90 per barrel, bank stocks show weakness leading up to earnings season, and Robinhood’s new offerings; how the brokerage is expanding trading hours and implementing AI tools to push users to round the clock trading. Fast Money Disclaimer

Stocks slightly lower as interest rates continue to rise, with consumer confidence dropping to its lowest level in more than a decade. The impact on equities, and where a top market strategist sees rates heading next. Plus, Muse to take a bite of Apple, Wall St. gets bullish on Netflix, and slowing down AI; what OpenAI CEO Sam Altman had to say about the pace of growth as calls for regulation around safety concerns continue to grow. Fast Money Disclaimer

Stocks taking a leg lower to start the week as interest rates continue to tick higher. What a top market strategist sees in store for the Fed’s next move, and the sectors of the market that could show strength in a high yield environment. Plus Boeing’s software glitch hits shares, Netflix’s bingeing bummer continues, and quieting a noisy market; how a top money manager is silencing a hectic market, and where she’s putting money to work. Fast Money Disclaimer

Stocks closing out the week with a gain, as markets hold up despite the surge in yields. How the historic move in bond market are impacting equities, and the stocks and sectors showing strength in the face of rising rates. Plus, Microsoft looks to beef up Copilot to catch-up to the competition, Moderna’s massive move higher continues, and an old school options action on Micron; where the Chartmaster and Professor Khouw see the semi giant heading next. Fast Money Disclaimer

Meta shares continuing to climb, now up 25% since launching Muse, and with the latest hardware unveiling at its ‘Connect’ conference, the optimism seems to grow and grow. Where it places the social giant in the AI race, and how they can get ahead of the competition. Plus, the latest developments out of the Trump/Xi summit, Costco on the move after reporting results, and an AI alarm bell: why a professor is calling for OpenAI to be shut down amid what he’s calling a “crime spree”. Fast Money Disclaimer

Stocks taking a leg lower as the 10-Year yield hits its highest level in nearly two decades. The impact of rising rates on markets, and the sectors and stocks that could see the biggest jumps and drops. Plus, McDonald’s shares get grilled after an unimpressive investor day, one quantum computing stock leaps on a major breakthrough, and Meta’s ‘Muse’ inspires more than just a boost for the social media giant. The stocks from various parts of the market seeing an impact as the new AI agent rolls out. Fast Money Disclaimer

Meta’s roll out of its new AI agent ‘Muse’ causing some ripple effects through out other parts of the market. The brokerage and financial stocks getting hit, and how the new tech could be disrupting these areas. Plus, KB Home report results, Viking Therapeutics surges on new obesity trial data, and a coiled spring in Google’s technicals; what the chartmaster sees in store for the tech giant. Fast Money Disclaimer

Shares of Meta surging as optimism grows for its personal AI agent ‘Muse’. What analysts are making of the tech, and what we could hear from CEO Mark Zuckerberg at the company’s ‘Meta Connect’ conference on Wednesday. Plus, global diesel prices hit record highs, bitcoin breaks above $85K, and Novo’s stock drops as growth plans disappoint; where a top pharma analyst sees the sector heading next. Fast Money Disclaimer

A potential inflection point for semi stocks, as the group underperforms the software space this quarter. The divergence in the tech trade, and how it could set up the chip trade in Q4. Plus, an iPhone sales test for Ternus, how AI could take center stage at next week’s Trump-Xi summit, and navigating an ‘expensive’ market; how one money manager is putting cash to work amid the volatility. Fast Money Disclaimer

Stocks rallying on Wall Street as oil prices and bond yields pull back after yesterday’s Fed-induced sell-off. The sectors seeing the biggest bounce, and where one market strategist sees the 10-year heading next. Plus the nuclear trade goes radioactive, the technical take on cyber stocks, and the next move in the housing market; where a top analyst sees the market heading next after yesterday’s Fed rate hike. Fast Money Disclaimer

Stocks dropping after the Federal Reserve hiked interest rates for the first time in 3 years. The persistent inflation warning from Chairman Kevin Warsh, and the areas of the market that could see the biggest impact from the rate change. Plus, Lennar reports results, semi stocks make some moves, and the crude climb cools off; where RBC’s Helima Croft sees WTI heading next after the recent energy spike. Fast Money Disclaimer

Stocks getting hit as the 10-year treasury yield soars to a 19-year high ahead of tomorrow’s Fed rate decision. The likelihood of a hike, and what it will mean for markets heading into the Fall. Plus OpenAI CEO weighs in on AI safety concerns, Goldman Sachs nears a key level, and the energy outlook as crude oil surges above $106 per barrel. And Premiere Lacrosse League’s Paul Rabil joins the Fast Money traders ahead of the league championships this weekend. Fast Money Disclaimer

Stocks mostly shaking off rising rates and oil prices, as AI leaders sound the alarm on potential threats from the fast-growing tech. How the Fast Money traders are navigating the market moves, and how it all sets the stage ahead of the Fed rate meeting this week. Plus, cyber stocks surge, Novo’s rebrand as the weight-loss drug race heats up, and banking on blockchain; what the ceo of OpenReserve sees in store for crypto and fintech ahead of the Senate’s Clartiy vote tomorrow. Fast Money Disclaimer

The Fed getting its final data reading before next week’s rate decision. How this morning’s CPI number all but cemented a hike, and where stocks will go after snapping a four-day losing streak. Plus, analyst reaction to the crude cool down, charting Amazon’s next move after its recent pullback, and commemorating the 25th anniversary of 9/11. Goldman Sachs CEO David Solomon joins Fast Money ahead of him chairing next week’s FDNY Foundation dinner. Fast Money Disclaimer

Oracle on the move after reporting earnings. The latest numbers and details from the quarter, and what a top tech analyst makes of the latest results. Plus how copper’s record run is impacting miners, Apple’s folding follow up, and a homebuying bummer as 30-year mortgage rates top 7%. Fast Money Disclaimer

Stocks take a leg lower as the 10-year treasury yield spikes to its highest level in nearly 3 years. Why the Treasury Department’s buyback announcement isn’t cooling things down, and what the yield surge means ahead of key inflation reports this week. Plus more weakness in the retail sector, Apple’s bold move into foldable devices, and the AI threat that could wipe out humanity. The stark warning from one industry expert who says the tech could kill us all… Fast Money Disclaimer

Meta on the move as the company unveils its latest AI agent “Muse”. How it stands out from the competition, and what it means for OpenAI, Google, and Anthropic. Plus, Apple’s new chief takes the stage tomorrow, the Chartmaster drives into some auto technicals at a crossroads, and the bitcoin baller Brian Kelly is back to lay out how agentic trading is fueling his new venture. Fast Money Disclaimer

Stocks tumble even after a better-than-expected August jobs report, sending odds of a rate hike higher yet again. Moody’s Chief Economist Mark Zandi explains why the latest employment numbers could be overstating the strength of the economy. Then, D.A. Davidson’s Gil Luria lays out his expectations for Oracle earnings expected after Thursday’s market close and what it could mean for the broader AI trade. Plus, Lululemon tumbles to eight-year lows, AMC CEO’s war of words with Robinhood and what to expect from Apple’s product event next week. Fast Money Disclaimer

Tech in rally mode as Meta, Dell and Nvidia headline a day of big gains. The traders unpack all the moves, while Janus Henderson’s Seth Meyer explains why hyperscalers are turning to interest-free bonds to fund the AI buildout and what it means for markets. Then, all the headlines from Lululemon’s closely-watched earnings report, as investors look for signs the retailer is making a meaningful turnaround. Plus, Tesla’s Cybercab reveal, gold prices pop and how AI money is transforming the real estate market. Fast Money Disclaimer

A key day for chip stocks as Broadcom reports second-quarter numbers and the broader semi trade rallies. The traders make sense of the action, and weigh in on whether AI titan Nvidia should heed Jim Cramer’s call to ramp up its stock buybacks. Then, oil prices extend gains as new details emerge on the U.S. deal with Venezuela. MCC Global Enterprises’ Michelle Caruso-Cabrera discusses the implications for national security -- and prices at the pump. Plus, big gains in bank stocks, Netflix’s new content strategy and Berkshire Hathaway’s bull case for Alphabet. Fast Money Disclaimer

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

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

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

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

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

Crude oil prices retreat after Oman and Iran struck a tentative deal to reopen the Strait of Hormuz. The traders debate whether the latest pullback has staying power. Then, investor Peter Boockvar reacts to Stanley Druckenmiller’s tough stance against Treasury Sec. Scott Bessent’s planned bond buybacks. He explains why he sees merit in the billionaire investor’s pointed opinion piece. Plus, gold miners pace for their best-ever month, Canada’s tariff tit-for-tat and Dick’s Sporting Goods posts its worst day on record. Fast Money Disclaimer

Chip stocks under pressure ahead of Nvidia’s closely-watched earnings due Wednesday. The traders debate what the weakness is signaling about the AI trade. Then, two-time Super Bowl champion Logan Ryan talks investing his $80 million NFL salary and how it helped him retire at age 33. Plus, bitcoin closes in on $80k, appetite for restaurant stocks and 76ers co-owner Josh Harris on LeBron James’ move to Philly. Fast Money Disclaimer

The S&P 500 and Nasdaq both snapping three-week win streaks as yields continue their climb. The traders debate the next move for markets and what we could hear from Fed officials next week in Jackson Hole. Then, the Chart Master gives his technical take on Nvidia as the world’s largest company gears up to report earnings on Wednesday, and Bernstein analyst Stacy Rasgon lays out what investors need to hear from the chipmaker. Plus, Bitcoin’s big bounce, the hype over perpetual futures and Ross Stores rings up big gains. Fast Money Disclaimer

Yields tick higher again, even after the U.S. Treasury’s historic bond market intervention. The traders make sense of the impact on stocks, and CSIS’ Phil Luck weighs in on whether another U.S. credit downgrade could be in the cards. Then, former Walmart U.S. CEO Bill Simon joins with his reaction to Walmart’s big same-store sales decline--and why he says Target stock looks more attractive now. Plus, bitcoin at more than two-month highs, Deere’s day in the sun and what Micron’s CEO had to say about the red-hot memory market. Fast Money Disclaimer

Yields and the dollar moving sharply lower after the U.S. Treasury pledged to step up debt buybacks. The traders debate whether the move just gave stocks the all-clear. Then, Mizuho’s Jared Holz reacts to the huge moves higher in Moderna and Merck, after the pair’s personalized cancer vaccine succeeded in a pivotal  trial. Plus, new signs OpenAI is falling behind Anthropic, Target delivers a bullseye for investors and a humanoid robot maker’s massive Shanghai debut. Fast Money Disclaimer

Global yields hit multi-decade highs, putting renewed pressure on stocks. The traders chat with CNBC’s Rick Santelli about the backup in rates, while RBC’s Lori Calvasina makes sense of the overall market impact. Then, the Chart Master Carter Worth makes the case that it could be time to take profits in oil refiners. Plus, Curaleaf’s CEO discusses a cannabis takeout target, semis lose momentum and what to expect from Target results tomorrow. Fast Money Disclaimer

Storage stocks lead the semi rally as Trump administration officials look to steer Apple away from Chinese chips. The traders debate the health of the AI trade amid new commentary from leaders of OpenAI and Anthropic. Then, Vanda’s Jens Nordvig explains how prolonged dollar weakness could send gold prices surging. Plus, the countdown to Meta’s child safety trial, Nike stumbles to 12-year lows and how to trade home improvement stocks into earnings. Fast Money Disclaimer

With the bulk of earnings season in the rearview, the attention shifts next week to reports from retail giants including Target, Walmart and Home Depot. The traders give their picks for the best-positioned retail stocks now. Then, Compass’ Mike Simonsen weighs in on the big week of housing data ahead and what it could signal about the next move in interest rates. Plus, Disney’s new CEO speaks to CNBC, the traders lay out their charts of the week and why the electric sports car market is stuck at a red light. Fast Money Disclaimer

The national debt topping 40 trillion as stocks keep setting new records.The traders debate if the disconnect is too big to ignore. Then, MooMoo U.S. CEO Neil McDonald shares the latest read from the retail investor and how their strategies are changing thanks to AI. Plus, what’s next for Netflix after Pershing Square’s Bill Ackman new stake, Birkenstock finding its footing after earnings and Applied Materials latest quarterly results. Fast Money Disclaimer

The traders debate what’s driving strength in the AI trade today, as stocks like CoreWeave, Nebius and Super Micro all surge double digits. We also get a fresh read on the AI buildout, with Cisco reporting Q2 numbers after the close. Then, BofA Securities’ U.S. economics head explains why three rate hikes this year could still be in the cards--even on the back of a muted CPI print. Plus, Google’s new AI smartphone lineup, a landmark social media trial hitting Meta and the big moves in restaurant stocks catching the attention of our traders today. Fast Money Disclaimer

Investor Steve Eisman of “Big Short” fame delivers an AI bubble warning, coming on the heels of Nvidia’s $500 billion financing deal with top firms on Wall Street. The traders make sense of the mega-deals playing out in tech now. Then, economist Joe Lavorgna lays out his expectations for tomorrow’s CPI report—and why the former counselor to Treasury Secretary Bessent thinks the Fed should hike interest rates now. Plus, all the headlines from CoreWeave earnings, On Holding’s worst day on record and the Options Action ahead of Cisco results. Fast Money Disclaimer

The traders react to Nvidia's milestone AI partnership with top financial institutions totaling half a trillion dollars. What CEOs from all the companies involved had to say about the deal in a CNBC roundtable today. Plus guest trader Mike Schumacher, formerly of Wells Fargo Securities, makes the case that Federal Reserve Chairman Kevin Warsh could be far more hawkish on interest rates than the market thinks. Fast Money Disclaimer

Stocks rising on an unexpected drop in July payrolls, with the Nasdaq pacing for its best week since late April and S&P 500 hitting a record high to close out the week. The traders break down the markets and momentum and if this rally can last into the coming months. Then, Mercado Libre CFO Martin de los Santos lays out the state of emerging market ecommerce and what he’s seeing for the second half of the year. Plus, SpaceX pops and heads toward its IPO price, Airbnb soars after earnings, and the changing tastes of car buyers. Fast Money Disclaimer

Rates on the rise as investors question Warsh’s interest rate strategy. The traders break down what to expect from the next Fed meeting and what rising rates means for the economy. Then, oil prices dipping this week as investors anticipate a potential Strait of Hormuz deal. RBC Capital Markets Managing Director Helima Croft lays out the likelihood of an official peace deal and what the Trump administration could do next. Plus, Soundhound AI CEO Keyvan Mohajer on the future of the AI trade, SpaceX’s insider shares unlock, and after hours earnings from Airbnb and Lyft. Fast Money Disclaimer

The traders break down the state of the consumer as the summer winds down. Tanger CEO Stephen Yalof gives his take on where the consumer is heading and the result of the world cup on consumer behavior. Then, metals and materials surging midweek, with the XLB leading the gains in the S&P 500 and Gold reaching its highest levels since February. Plus, Alphabet drops on Exec shakeup, major tech earnings after the bell, and Disney jumping after earnings beat. Fast Money Disclaimer

SpaceX on the move in after-hours trading on the back of its first earnings report since going public. Can investors expect SpaceX to blast off, or will the aerospace giant sink even further below its IPO price?Then, major Pharma earnings from giants like Pfizer and Merck beating Wall Street estimates with Amgen and Eli Lilly on deck. Founder and CEO of Portal Innovations John Flavin lays out the best trades in the Pharma market, and his reaction to Novo Nordisk’s slide after disappointing guidance. Plus, why Morgan Stanley is bearish on AMD, digging into Caterpillar earnings, and can McDonald’s make a comeback? Fast Money Disclaimer

A market rally kicking off the week as major indexes trade at near all-time highs with software leading the gains. The traders break down what caused the historic trading day after weeks of mega-cap losses, plus key after-hours earnings from Palantir and Onsemi. Then, the Japanese Yen trading at near 40-year lows sparking U.S. intervention. Ben Emons of FedWatch Advisors lays out the best positioning in the Treasury market after intervention, and how to trade the volatile Yen. Plus, Airlines soaring higher, Boeing getting a double upgrade, and why it might be time to buy Amgen. Fast Money Disclaimer

U.S. Treasurys popping to end the week as the 2 Year hits a near two-decade high and the 10 Year reaches highs not seen since January 2025. The traders break down the reason behind the surge and if this could affect the next Fed rate decision. Then, Novo Nordisk tumbling after a heart medicine trial failure. Mizuho securities healthcare sector specialist Jared Holz lays out how the company can coarse correct, and what this means for the broader pharmaceutical space. Plus, Amazon surging 15% on the back of its earnings while Exxon loses steam, and counting down to SpaceX’s earnings report as the aerospace giant trades well below its IPO price. Fast Money Disclaimer

The traders watching key after-the-bell earnings like Apple, Amazon, Strategy and Coinbase. CEO of Moor Insights & Strategy Patrick Moorhead gives his take on whether Apple can withstand memory inflation and if Amazon’s cloud revenue is enough to beat earnings expectations. Then, the Japanese Yen surging ahead of a key policy meeting, and if this means central bank rate hikes are imminent. Plus, Microsoft and Meta heading in opposite directions on the back of their earnings, with Microsoft seeing its best day in almost two decades. Fast Money Disclaimer

The traders monitoring after-the-bell mega cap earnings like Meta, Microsoft and Qualcomm. Live reactions to the reports and what they mean for the tech market in the second half. Co-head of technology and portfolio manager at T. Rowe Price Tony Wang talks all things tech and where he thinks the best trades are in that market.Then, the Fed keeping interest rates at 3.5-3.75%. All the details from today’s FOMC meeting and why Fed Chairman Warsh is praising the surge in high tech capex. Plus, earnings results from Starbucks, SK Hynix and more. Fast Money Disclaimer

All eyes on the AI trade as earnings from NXP Semiconductors and Seagate Technology Holdings report after the bell. The traders break down what the results mean for the broader tech trade, as the SMH closes out its fourth day of losses. Then, former Founder & CEO of Geometric Intelligence Gary Marcus lays out the impact of circular AI financing and whether an AI buildout could actually be profitable. Plus, how the market will react to a possible rate hike tomorrow, where retail traders are seeing opportunity, and Ford and Visa on the move after earnings. Fast Money Disclaimer

A big week for big tech as investors await earnings from names like Microsoft, Meta and Apple all reporting later this week. Cboe head of Derivatives Market Intelligence Mandy Xu comments on increasing risk aversion among investors, and why single-stock volatility is surging as tech giants release earnings. Then, SpaceX preparing for landing, now almost 50%off its all-time high and trading below its IPO price for the last eight sessions. The traders break down where the world’s biggest IPO went wrong and how investors can trade the aerospace giant. Plus, software stocks rebounding, the state of luxury real estate, and how industrials are benefitting from AI buildouts. Fast Money Disclaimer

A rocky tech earnings season continues next week after names like Alphabet, Intel and Tesla tumble upon Q2 results. The traders discuss whether the AI trade is losing steam, and what to expect from Apple’s earnings next Thursday. But while tech tumbles homebuilders soar as the home sales report shows new home sales climb in June. Then, president of Bianco Research Jim Bianco breaks down the economy’s real inflation concern and why he’s looking towards the AI trade despite its volatility. Plus, the latest out of Iran, HSBC’s initiates SpaceX, and why the railroad trade is picking up steam. Fast Money Disclaimer

The traders talking all things Intel after the company’s second quarter earnings, and what the results mean for the broader tech trade. Then, what a yield spike means for the economy ahead of the July Fed meeting next week. Chief economist at Ernst & Young Greg Daco lays out why investors should not expect a rate hike at the Fed meeting, and what Fed policy could look like in the second half. Plus, Brent topping $100 a barrel on the back of Iran tensions, data on Eli Lilly’s newest GLP-1, and Google and Tesla plummeting on the back of earnings. Fast Money Disclaimer

We’re watching shares of Alphabet, IBM, ServiceNow and Tesla after their latest earnings reports. Gene Munster of Deepwater Asset Management breaks down the numbers and how to trade big tech in the second half. Plus, what’s next for the crypto market, and a former WNBA player on the $3 billion women’s sports market. Fast Money Disclaimer

AI stocks bouncing back with major tech stocks closing in the green. The traders break down what’s causing the switch, and whether this momentum can continue throughout earnings season. Then, Danaher sinking despite beating expectations in their earnings report. Mizuho health care strategist Jared Holz breaks down why the stock is trading at near all-time lows, and why the company might need a management change. Plus, the latest on Intel job cuts, and where the middle class is feeling pricing pressures. Fast Money Disclaimer

Markets picking up momentum to kick off the week despite the ongoing tension with Iran, with the S&P and Nasdaq closing in the green and crude settling below its intraday highs. The traders break down why the markets are seemingly shrugging off the war. Then, head of equity and portfolio strategy at CIBC Capital Chris Harvey lays out where he sees the market heading in the second half, and what investors can expect from this earnings season. Plus, a take on who could win the AI race, why Oracle can’t catch a break, and The Odyssey breathing life back into the movie theater trade. Fast Money Disclaimer

Big tech selling off to wrap up the week as names like Microsoft, Google and Meta aggressively ramp up AI spending. The traders break down how to trade these tech giants, and if massive AI buildouts will eventually lead to growth. Then, will market volatility persist? Citi Wealth’s head of portfolio strategy J.P. Coviello lays out where he sees opportunity in a time of high volatility and geopolitical uncertainty. Plus, why selling Tesla could be the move, Netflix crumbling after a disappointing second quarter, and why the biggest IPO in history is on a six day losing streak. Fast Money Disclaimer

A big earnings day for markets with United Health and GE Aerospace both beating the top and bottom line, but all eyes on Netflix after falling short on revenue in its second quarter earnings. Can the streaming giant recover after a rough year? Then, sparks flying in the energy trade after New York becomes the first state to ban AI data centers. Guest trader Eli Horton of TCW Group lays out how surging data center demand is outpacing power availability, and the outlook for AI infrastructure. Plus, Google delaying its new Gemini model sends the stock sinking, new housing data, and an update on investor sentiment. Fast Money Disclaimer

Apple shares surging after striking a deal with Alibaba to use its Qwen AI model in Apple services in China. The traders break down where the tech giants are heading after the historic deal, and China’s broader outlook after its GDP slows. Then, semis taking big swings. Co-founder of PEAK6 Investments Matt Hulsizer gives his take on AI shortages, market volatility and Fed policies. Plus, United Airlines XXX after its second quarter earnings report after the bell, IBM falling further, what to expect from Netflix earnings. Fast Money Disclaimer

Software stocks falling on the back of International Business Machines releasing a bleak earnings warning, causing the stock to lose a fourth of its value. The traders break down what the plummet means for the broader software market and why the fall could be a buying opportunity. Then, the June CPI results coming in softer than expected, cooling from  months-long upward moves. Former Dallas Fed president Richard Fisher gives his thoughts on what the reversal means for Fed policy and why he isn’t saying goodbye to inflation yet. Plus, bank earnings season kicking off with Goldman Sachs soaring but Citigroup sinking, the latest on the Iran blockade, what’s next for SK Hynix. Fast Money Disclaimer

Treasury rates soaring to kick off the week, trading near highs not seen since the start of the Iran war. The traders break down the trend and what it means for bank earnings starting tomorrow. Then, Dow Jones Energy chief oil analyst Denton Cinquegrana gives his take on future oil prices and whether consumers can expect gas prices to fall back down to their June levels. Plus, Apple trading at record highs but SK Hynix hitting all-time lows, and SpaceX orbiting its initial offering price. Fast Money Disclaimer

SK Hynix begins trading on the Nasdaq in the second largest U.S. listing ever, raising over $26 billion and closing 13% above opening price. Tech strategist and analyst Dan Ives breaks down where the South Korean tech giant is heading next and what the IPO means for the memory market. Then, big banks heading into another strong earnings season next week. The traders lay out why Wall Street is expecting good results, and whether the results are sustainable long-term. Plus, Apple trading near record highs, Delta shares slipping despite its earnings report soaring above expectations, and Meta’s best week since 2024. Fast Money Disclaimer

Investors eyeing the AI trade this week anticipating the biggest U.S. listing by a foreign company ever. The traders break down what to expect when SK Hynix joins the Nasdaq tomorrow, and why U.S. shares could trade at a permanent premium. Then, Yen vs. Dollar hitting 40-year lows this month waving major red flags for the market. BK Asset Management managing director of FX strategy Kathy Lien lays out the dangers of Japan and U.S. rate differences and what policies could arise from Yen weakness. Plus, shares of PepsiCo falling after mixed second-quarter results, existing home prices at all-time highs, and how the World Cup is causing a spending spike across major cities. Fast Money Disclaimer

Oil prices skyrocketing after President Trump strikes Iran overnight and announces the U.S.-Iran ceasefire is effectively over. Where the war is heading, and whether investors can expect oil to keep climbing. Then, the latest out of the Fed as the open market committee’s minutes report comes out. Head of investment strategy at Bryn Mawr Trust Andrew Davis gives his take on the new Fed communication framework, and why he’s expecting financials and health care to outperform come earnings season next week. Plus, Nvidia falling behind, Apple taking a $30 billion bite out of Broadcom, and the latest read on Auto sales. Fast Money Disclaimer

Financials surging as investors countdown to second quarter bank earnings next week, expecting major growth. The traders break down what the results could mean for these names and whether banks will see major gains. Then, shares of Kymera Therapeutics soaring as its Eczema drug trial timeline moves faster than expected. The firm’s founder, president and CEO Nello Mainolfi talks trial data and where the company is heading next. Plus, SpaceX stock plummeting despite bull calls on the Street, the media market under pressure, and Coke hitting all-time highs back to its century-old IPO. Fast Money Disclaimer

CNBC's Melissa Lee speaks with David Li, Hesai's co-founder and CEO, about the company's partnership with Nvidia, concerns over potential cybersecurity risks, and how Hesai is responding as scrutiny of Chinese technology firms continues to grow.

Stocks starting the week in the green as chip stocks rally and Apple notches its fourth straight day of gains. The Fast Money traders break down the rebound in semis and what it says about the broader market. Then, SpaceX joins the Nasdaq-100 in a historic fast-track inclusion. Niles Investment founder Dan Niles breaks down the index’s better-than-average performance and why he’s bullish on the diversified market until later this month. Plus, Dell surges after Trump’s endorsement, the backlash against tokenmaxxing, and how the World Cup is causing a prediction market surge. Fast Money Disclaimer

The June jobs report cutting analyst expectations in half fueling a market rotation out of large-caps and into smaller companies and industrials. FarrCrest Capital chairman Michael Farr gives his take on a broadening market after the disappointing jobs report, and what the Fed’s rate policy could look like in July. Then, President Donald Trump sits down with CNBC’s Joe Kernan for an exclusive interview. Fast Money Disclaimer

Stocks kicking off the second half in the red after the Dow touched a fresh record high in the session. Why tomorrow’s June jobs report could mean good news for the economy, but bad news for markets as investors await the Fed’s next rate decision. Then, Strategy sees big gains after announcing its new approach with bitcoin. Benchmark senior analyst Mark Palmer lays out what this means for the bitcoin holder, and why he sees the stock surging nearly 500%. Plus, Meta’s cloud business ventures, Walmart’s rough few months, and top dividend kings. Fast Money Disclaimer

The first half of the year ends with chips and semiconductors soaring and software sinking. How the Magnificent 7 can stay afloat after the major software losses, and if gains in the chip and semi space will continue in the second half. Then, Neuberger senior research analyst Kevin McCarthy lays out what’s next for Nike after its fourth-quarter earnings results, and if investors are running to other discretionaries. Plus, Bitcoin on track for its lowest levels since 2024, the trillion-dollar defense industry, and telecom trading at near-two year lows. Fast Money Disclaimer

Tech recovering to kick off the week, but all eyes are on Apple, as the company seeks approval to buy chips from blacklisted Chinese company CXMT. How the Trump admin will respond, and what it could mean for the U.S. chip trade. Then, Jefferies chief market strategist David Zervos gives his take on the Supreme Court’s block of Trump’s attempt to fire Lisa Cook, and why he’s still bulled up for the second half of the year. Plus, Microsoft’s next move as it paces for its worst month since 2000, Comcast stock surges after announcing plans to spin off NBCUniversal and Sky, and if Nike can bounce back from its rough year with its earnings report tomorrow. Fast Money Disclaimer

A rough week for Big Tech as investors shy away from AI and memory stocks. Deepwater Asset Management’s Gene Munster lays out why the AI trade may not be dead and how investors can navigate the tech sell-off. Then, why investors might find better returns outside of the software trade in lower-middle-market businesses. Plus, the next move in biotech after a big week, SpaceX falls back down to earth, and if Nike can run past its rough year when results cross the wires next week. Fast Money Disclaimer

Micron surging on the back of its earnings report but leaving hardware stocks worse for wear. The impact on device makers like Apple, Microsoft, and Dell, and if the memory surge is crowding out the rest of tech. Plus, where is AI heading after a rough week for tech? One Point BFG Wealth Partners CIO Peter Boockvar warns investors of a faltering AI trade but also lays out where he sees an important buying opportunity. Then, massive bitcoin outflows hit the crypto market, SpaceX prepares for landing near its IPO price, and airline stocks gaining altitude. Fast Money Disclaimer

Big tech tumbles as investors anticipate the after-hours Micron earnings report. Where the memory giant is heading and what it means for the broader AI market. Then, OpenAI unveils a deal with Broadcom to make its first custom chip, and housing stocks skyrocket after Trump cancels signing a bipartisan affordable housing bill. Plus, FedWatch Advisors CIO & founder Ben Emons breaks down where he sees the tech trade heading and why he predicts the Fed is on hold. Fast Money Disclaimer

Tech stocks plummeting even further today as investors seemingly dip out of the AI trade. RBC’s Lori Calvasina breaks down what the losses mean for the future of tech and why she remains optimistic despite the struggle. Plus, major after-hours earnings reports from Cerebras and Fedex — what the results mean for the future of the AI chipmaker and transportation company. Then, what Iranian oil re-entering global markets could mean for domestic oil prices, and why it might be time to sell 2 powerhouse investment banks. Fast Money Disclaimer

An AI and Software slump kicking off the week in a tech sell-off with Google, Amazon and Microsoft all ending the day in the red. The traders break down what tech investors can expect from the losses and if this is the start of a bigger trend. Then, will a luxury property tax in New York City spark market unrest? Sotheby’s International Realty president and CEO Philip White breaks down NYC’s ‘pied-à-terre tax’ taking effect next week, and how he believes people will react. Plus, Chevron and Microsoft strike a deal, why now is the best time to invest in biotech, and can Netflix recover from its losing streak? Fast Money Disclaimer

A full circle moment for markets as crude oil stoops to its lowest levels since the start of the Iran war and average gas prices drop less than $4 a gallon. Can consumers breathe a sigh of relief or will prices bounce back? Then, biotech stocks soaring from new products and blockbuster drugs hitting the market. Senior pharma and biotechnology analyst at UBS Michael Yee breaks down what investors can expect from an upcoming biotech boom. Plus, the Apple and Intel chip design partnership, housing and restaurant stocks leveling up, and could Toy Story 5 be Disney’s only hope after a Mandalorian disappointment? Fast Money Disclaimer

U.S. treasury's surge while stocks drop as Chairman Kevin Warsh leads his long-anticipated first Fed meeting. What we learned from his press conference, and the major overhaul coming to Fed operations. Then in a CNBC exclusive interview, CME Group’s Terry Duffy talks perpetual futures, his reaction to the Fed meeting, and why he’s stepping down as CEO after 25 years. Plus, China stocks underperform while U.S. large cap banks soar, UniQure’s 75% spike, and why Netflix investors are changing the channel. Fast Money Disclaimer

SpaceX continues to make history, shooting up 55% since its debut and overtaking Microsoft as the 4th largest U.S. company by market cap… but at what cost? The traders break down how the overwhelming success of the SpaceX IPO could be taking the oxygen out of chip and software stocks. Plus, could the crypto winter be thawing out? Skybridge Capital founder Anthony Scaramucci lays out where Bitcoin is heading after hitting $65K. Then, Caterpillar hits an all-time high, and how Netflix’s M&A attempts are weighing on the stock. Fast Money Disclaimer

A pending peace deal with Iran sparks optimism as oil prices fall and the Dow hits an all-time high. The traders discuss what investors can expect from a potential end to the war and how that impacts the Fed decision at Warsh’s first meeting as chairman later this week. SpaceX also soaring on its second day on the market, now reaching over 25% since its debut and raising over $85 billion. Then, Commodity Futures Trading Commission Chair Michael Selig talks all things perpetual futures and what regulation of prediction markets could look like. Plus, Fox Corporation seeing its worst day ever after announcing a potential Roku acquisition, and why kids in the UK might be logging off social media for good. Fast Money Disclaimer