Credit Concerns Hit Banks, Private Equity… And Opportunities In The Software Selloff 2/27/25

Credit Concerns Hit Banks, Private Equity… And Opportunities In The Software Selloff 2/27/25

Stocks selling off to close out the week, as investors digested a hot inflation report. The credit-linked concerns weighing on banks, credit card companies and asset managers, and the stocks one top bank analyst is leaning into on the weakness. Plus, the software slump continues with the IGV software ETF down more than 20% so far this year, but Morgan Stanley’s Katerina Simonetti is laying out where she sees some opportunity in the tech tumble.

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Jaksot(2096)

Stocks Close Off Lows As Iran War Continues… And A Consumer Spending Warning 3/3/26

Stocks Close Off Lows As Iran War Continues… And A Consumer Spending Warning 3/3/26

Stocks dropping early in the session before cutting the losses, as investors digested the latest developments out of the U.S.-Iran War. The latest headlines out of DC and the key levels the Fast Money...

3 Maalis 43min

Stocks Stage Comeback Amid U.S.-Iran Conflict… And Jamie Dimon’s Credit Concerns 3/2/26

Stocks Stage Comeback Amid U.S.-Iran Conflict… And Jamie Dimon’s Credit Concerns 3/2/26

Stocks reversing midday as investors bought the dip after the U.S.-Iran attacks. How the energy market is responding, and what the conflict will mean for markets. Plus, What JPMorgan CEO Jamie Dimon h...

2 Maalis 43min

Nvidia Fails To Lift Markets… And The Latest Media Drama For Warner Bros. Discovery 2/26/26

Nvidia Fails To Lift Markets… And The Latest Media Drama For Warner Bros. Discovery 2/26/26

Nvidia rolling over after earnings last night, and failing to lift markets as investors sell out of tech and semi stocks. The names getting dragged down, and where one top tech analyst sees Nvidia and...

26 Helmi 45min

All Eyes on Nvidia’s Latest Quarter… And Housing and Retail Flash Warning Signs 2/25/26

All Eyes on Nvidia’s Latest Quarter… And Housing and Retail Flash Warning Signs 2/25/26

The AI and software trades get a big test with Nvidia and Salesforce reporting results. What a top tech analyst sees in store for the names, and the conference call headlines moving shares after hours...

25 Helmi 43min

Growing AI Warnings… And Opportunities in Private Credit & Real Estate 2/24/26

Growing AI Warnings… And Opportunities in Private Credit & Real Estate 2/24/26

Day 2 of Fast Money Live from Miami Beach for the iConnections Global Alts Conference. Melissa & the traders dig into a wall of worry surrounding the AI trade, as JPMorgan CEO Jamie Dimon weighs in on...

24 Helmi 43min

Tariffs, Banks & Private Credit Jitters… And Crypto Below $65K 2/23/26

Tariffs, Banks & Private Credit Jitters… And Crypto Below $65K 2/23/26

Fast Money is live from sunny Miami Beach for the iConnections Global Alts Conference, as stocks try to find their footing with tariffs, AI, and financials all in the crosshairs. Plus, we dig into the...

23 Helmi 43min

Mini Correction or Fundamental Rethinking?… And Bitcoin Bounces Back After Plunge 2/6/26

Mini Correction or Fundamental Rethinking?… And Bitcoin Bounces Back After Plunge 2/6/26

Stocks staging a massive rebound after yesterday’s sell-off, with tech, software, and crypto all bouncing back. But is the rally just a mini correction, or a broader shift in the market fundamentals? ...

6 Helmi 43min

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