AI Battle Royale… And The State Of U.S.-China Relations 12/19/25
Just a few trading days left in 2025, and there’s an AI battle royale brewing between hardware and hyperscalers. The moves in Micron, Nvidia, and Oracle as Mag-7 hyperscalers largely sit out of today’...
19 Des 202543min
Nike, Fedex Report Results… And Insmed Drops On Disappointing Results 12/18/25
Nike and Fedex on the move after reporting results. The details from those quarters, and why today’s delayed CPI data isn’t calming one market forecaster's inflation worries. Plus Shares of Insmed tak...
18 Des 202546min
Oracle’s Slide Continues… And Market Volatility Ticks Higher 12/17/25
Shares of Oracle take a hit as Blue Owl reportedly won’t back the company’s $10B data center in Michigan. What it means for the stock as it hits levels not seen since mid-June, and how it’s impacting ...
17 Des 202543min
Crude’s Crumble… And Why A Market Goldilocks Scenario Is Still In Play 12/16/25
Crude continuing its crumble as WTI dips below $55 a barrel. The next move for the energy sector as it struggles to see any gains this year. Plus Why Jefferies’ David Zervos still sees a goldilocks sc...
16 Des 202543min
A Massive Charge for Ford, and the CEO of a Biotech Up Nearly 500% this Year 12/15/25
Shares of Ford on the move after the automaker announced a $19.5b write off of its electric vehicle business. What the company is focusing on now, instead. Plus Terns Pharmaceuticals announced positiv...
15 Des 202542min
Broadcom, Oracle Lead Tech Lower, and Pot Stocks Light Up 12/12/25
Shares of Broadcom and Oracle suffer from “AI Angst” to end the week, taking a bite out of tech stocks and the broader market. Plus news President Trump will soon reclassify marijuana as a much less-r...
12 Des 202543min
Fast Money Live! The Desk Trades the Holidays as the S&P and Dow Close at Records 12/11/25
In our last Fast Money Live event of the year, the traders dig into Broadcom and Lululemon earnings, as well as Disney’s deal with Open AI. Plus, we’re answering our biggest fans’ most burning investi...
11 Des 202546min
S&P Closes in on a New Record After the Fed Cut and Oracle Drops after Earnings 12/10/25
The Federal Reserve cutting rates by a quarter point, as expected, at its last meeting of the year, and stocks rose on the news, with the S&P finishing the day just shy of a record. Meanwhile Oracle s...
10 Des 202546min
