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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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 Mars 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...

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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...

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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...

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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...

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Oracle Reports Results… And Stocks Swing Amid Iran War Developments 3/10/26

Oracle Reports Results… And Stocks Swing Amid Iran War Developments 3/10/26

Shares of Oracle on the move after reporting results. The latest numbers from the quarter, and what the company is saying about its data center construction. Plus, a wild day for stocks as investors d...

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Stocks Reverse On Trump Comments And Oil’s Next Move After Spike Above $100/Barrel 3/9/26

Stocks Reverse On Trump Comments And Oil’s Next Move After Spike Above $100/Barrel 3/9/26

Stocks stage a major reversal as President Trump weighs in on the Iran War timeline, and where a top oil analyst sees the energy sector heading next after crude oil spikes above $100 per barrel. Plus,...

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Stocks Drop As Oil Surges, Jobs Shock…And Rising Gas Prices Impact On Your Wallet 3/6/26

Stocks Drop As Oil Surges, Jobs Shock…And Rising Gas Prices Impact On Your Wallet 3/6/26

Oil is ripping higher as the war in the Middle East disrupts fuel supplies — with WTI Crude posting its biggest weekly gain on record. We break down what rising gas prices mean for the consumer with M...

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