Software Sinks After IBM Losses… And a June CPI Reversal 7/14/26

Software Sinks After IBM Losses… And a June CPI Reversal 7/14/26

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.

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Episoder(2189)

Fast Money 8/31/26

Fast Money 8/31/26

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 Hosted by Simplecast, an AdsWizz company. See pcm.adsw...

31 Aug 43min

Fast Money 8/28/26

Fast Money 8/28/26

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswiz...

28 Aug 43min

Fast Money 8/27/26

Fast Money 8/27/26

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswiz...

27 Aug 43min

Fast Money 8/26/26

Fast Money 8/26/26

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswiz...

26 Aug 43min

Oil pulls back on Hormuz hopes... And a billionaire investor’s bond market warning 8/25/26

Oil pulls back on Hormuz hopes... And a billionaire investor’s bond market warning 8/25/26

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 rea...

25 Aug 43min

Semis slump ahead of Nvidia results... And an NFL star’s market playbook 8/24/26

Semis slump ahead of Nvidia results... And an NFL star’s market playbook 8/24/26

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...

24 Aug 43min

Making sense of this week’s volatility... And Nvidia earnings on the clock 8/21/26

Making sense of this week’s volatility... And Nvidia earnings on the clock 8/21/26

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 ...

21 Aug 44min

Debt worries back in focus... And Walmart misses the mark with investors 8/20/26

Debt worries back in focus... And Walmart misses the mark with investors 8/20/26

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...

20 Aug 43min

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