Trump Picks Kevin Warsh For Fed Chair… And Big Tech’s AI Spending 1/30/26

Trump Picks Kevin Warsh For Fed Chair… And Big Tech’s AI Spending 1/30/26

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

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Episoder(2101)

Stocks Wrap Up Volatile Week In The Red… And Oil Shock “Critical Stage” 3/20/26

Stocks Wrap Up Volatile Week In The Red… And Oil Shock “Critical Stage” 3/20/26

Stocks sell off to wrap out a second straight week of losses, with the Nasdaq entering into correction territory. The latest developments out of the Middle East weighing on markets, and if there’s mor...

20 Mar 43min

The Global Rate Rally… And All The Headlines In The Weight-Loss Drug Space 3/19/26

The Global Rate Rally… And All The Headlines In The Weight-Loss Drug Space 3/19/26

Rates across the world are climbing as central banks raise inflation warnings. How yesterday’s Fed decision sets up a potential rate *hike* at the bank’s June meeting, and when the recent jump in yiel...

19 Mar 43min

Micron Reports, Fed Holds Rates… And The Private Credit Ripple Effects 3/18/26

Micron Reports, Fed Holds Rates… And The Private Credit Ripple Effects 3/18/26

Micron shares on the move after earnings, and we break down what the results and guidance mean for the AI memory trade with S&P Global’s Melissa Otto. Plus, market reaction to the latest Fed rate deci...

18 Mar 43min

Strong Memory Momentum… And The Next Move For Retail Stocks 3/17/26

Strong Memory Momentum… And The Next Move For Retail Stocks 3/17/26

Storage stocks rallying to record highs, as demand for AI memory continues to climb. How much farther the group has to run, and what Nvidia CEO Jensen Huang said about the next evolution in the space....

17 Mar 43min

Nvidia’s GTC Conference Underway… And When To Buy The Dip 3/16/26

Nvidia’s GTC Conference Underway… And When To Buy The Dip 3/16/26

All eyes on Nvidia, as the chip giant kicks off its GTC conference. The next-gen GPU’s investors are waiting to hear about, and what it means for the stock’s next move. Plus Stocks rallying to start t...

16 Mar 43min

Federal Judge Blocks Subpoena In Fed Reserve Probe… And Counting Down to Nvidia’s GTC 3/13/26

Federal Judge Blocks Subpoena In Fed Reserve Probe… And Counting Down to Nvidia’s GTC 3/13/26

A fresh wave of semi catalysts lining up for next — from Nvidia’s GTC event to Micron earnings and an AWS–Cerebras tie-up. What Fast Money Friend Gene Munster is watching, and what to expect from Nvid...

13 Mar 43min

Stocks Drop As Iran Conflict Lingers On… And Latest Punch To Private Credit 3/12/26

Stocks Drop As Iran Conflict Lingers On… And Latest Punch To Private Credit 3/12/26

The Dow, S&P, and Nasdaq all dropping more than 1% as oil spikes. The latest developments out of the Middle East pushing crude back towards triple digits, and how the Fast Money traders are handling t...

12 Mar 43min

Oil Climbs As IEA Releases Barrels.. And RBC’s Lori Calvasina On Markets Next Move 3/11/26

Oil Climbs As IEA Releases Barrels.. And RBC’s Lori Calvasina On Markets Next Move 3/11/26

Stocks ticking lower, as crude oil edge higher after the IEA announced it would release a record 400 million barrels of oil to address the Iran War supply disruption. The latest developments out of th...

11 Mar 43min

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