The Next Great Rotation… And Wall Street Sours on Coreweave 7/8/25

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.

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CNBC Special Report: America's Deficit Reckoning 7/7/25

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 Juli 49min

Microsoft’s AI Pullback… And Intel’s Semi Shift 7/2/25

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 Juli 43min

The Great Rotation Underway… And A Technician Twofer For Apple 7/1/25

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 Juli 43min

Stocks Close Out The First Half At Record Highs… And China’s Declining Data 6/30/25

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 Juni 43min

Markets Enjoy Short-Lived Highs… And A Possible Fed “Shadow Chair”  6/27/25

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 Juni 43min

The S&P’s March Towards A Fresh Record… And Nike Reports Results 6/26/25

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 Juni 43min

The Ultimate Would You Rather… And Trade or Fade Stocks At Records 6/25/25

The Ultimate Would You Rather… And Trade or Fade Stocks At Records 6/25/25

Would you rather own Microsoft, Nvidia, or Apple? How our traders are navigating the moves in three of the largest companies in the world, as some hit record highs, and others lag behind the broader market. And speaking records, the S&P 500 just a whisper away from touching its own, and some individual names are paving the way. But are there more gains in store? The Fast Money crew lays out whether to Trade or Fade the winners.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.

25 Juni 43min

S&P 500 Nears Record High… And A Flex In The Weight Loss Drug Space 6/24/25

S&P 500 Nears Record High… And A Flex In The Weight Loss Drug Space 6/24/25

Stocks jumping as investors digested the latest Middle East developments, with the S&P 500 inching towards fresh record highs. The names leading the charger, and if the markets can reach new heights in the coming days. Plus A major flex in the weight loss drug space, as Scholar Rock boasts some new trial data. What the CEO says sets them apart from the competition. 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.

24 Juni 43min

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