The Next Great Rotation… And Wall Street Sours on Coreweave 7/8/25
Big banks head lower as investors scoop up beaten down sectors like small caps, healthcare, and airlines. Could the next great rotation in the market be underway? Plus Coreweave shedding some of its gains after the company announced a data deal, and the acquisition is fueling Wall Street pessimism on the name. What one top analyst sees in store for the stock.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
8 Jul 43min
More Tariff Concerns Send Markets Lowers, and Is a Breakout Coming for Biotech? 7/7/25
President Trump announcing 25% tariffs on goods from Japan and South Korea, and a handful of other countries are also in the crosshairs. What it means for markets, as they back off record levels. Plus biotech stocks have been on the upswing since April. Can the trend continue? We talk to one top analyst to find out.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
7 Jul 43min
CNBC Special Report: America's Deficit Reckoning 7/7/25
AMERICA’S DEFICIT RECKONING: What happens if the U.S. doesn’t rein in the budget deficit? CNBC Senior Finance & Banking Reporter Leslie Picker interviewed a dozen experts, investors and former government officials over the course of five months to explore the consequences of America’s fiscal path – not how to solve it, but what’s at stake if we don’t. This special report unpacks how rising debt threatens markets, hinders economic growth, and fractures international relations. From trillion-dollar annual interest payments to bond-market tremors to geopolitical vulnerability, CNBC explores the tipping point that the U.S. may be approaching – and whether it’s still possible to change course. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
7 Jul 49min
Microsoft’s AI Pullback… And Intel’s Semi Shift 7/2/25
Shares of Microsoft falling, as reports the tech giant is scaling back plans for AI server chips. What it means for the company as the AI revolution continues, and the impact of Microsoft’s biggest round of layoffs since 2023. Plus Intel’s Foundry Changes. What the beaten down chip company is planing for its foundry business, and how the new CEO is trying to attract new customers.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2 Jul 43min
The Great Rotation Underway… And A Technician Twofer For Apple 7/1/25
A market rotation is underway, as investors transition from this year’s best performing sectors into some underperformers. The areas seeing some action, and if it will continue through the summer. Plus A technical twofer on Apple, as the Chartmaster Carter Worth and Kaite Stockton of Fairlead Strategies dig into a short-term play on Apple. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
1 Jul 43min
Stocks Close Out The First Half At Record Highs… And China’s Declining Data 6/30/25
The first half of the year is in the books, and stocks closed it out touching fresh record highs. But can the climb continue in the back half? Where RBC’s Lori Calvasina sees the market heading next. Plus Oracle’s next move after the company announces some cloud deals, and a check on the China trade after the country’s manufacturing data shrinks for a 3rd straight month.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
30 Jun 43min
Markets Enjoy Short-Lived Highs… And A Possible Fed “Shadow Chair” 6/27/25
The S&P 500 and Nasdaq both jump to fresh record highs, but pull back quickly as U.S.-Canada trade discussions screech to a halt. Plus Big bank stress test results, Nike’s best day since 2021, and Trump-Powell tensions run high, as Wall Street buzzes with potential for the president to name a Fed successor early. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
27 Jun 43min
The S&P’s March Towards A Fresh Record… And Nike Reports Results 6/26/25
Stocks climbing across the board, with the S&P 500 just points away from a fresh record high. How a quiet stealth rally in one sector could push the index to new heights. Plus Nike results are out. The details and numbers from its latest quarter, and the new faces joining the coffee chain’s board of directors.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
26 Jun 43min
