Stocks Drop As AI Trade Loses Steam… And A Cash Strapped Consumer 11/6/25
Stocks selling off as AI valuations spook investors, with Big tech leading the losses. Why one of our traders is flagging hyperscaler debt, and how it could impact the group’s next move. Plus Consumer...
6 Nov 202543min
Different Reads On The Consumer… And Pharma’s Obesity Drug Price Negotiations 11/5/25
Earnings are filtering in, and companies are seeing a tale of two very different consumers. The group raising concerns about their customer base, and the names not seeing any slowdown. Plus Novo and E...
5 Nov 202543min
Valuation Concerns Rise… And A Technical Take On Stock Gaps 11/4/25
Skyhigh valuations finally weighing on stocks as investors roll out of the risk-on trade. The details behind the drop in Palantir, the crypto trade, and if there’s more pain to come. Plus a lot of tec...
4 Nov 202543min
Risk-On & Risk-Off Trades Get Hit… And Insmed CEO On Stock Surge 11/3/25
Both the risk-on crypto space and the risk-off defensive staples sector getting hit today. What the dual downer means for the market, and how the Fast Money traders are positioning for November. Plus ...
4 Nov 202543min
Markets Wrap Up Strong October… And Netflix Eyes Warner Bros. Assets 10/31/25
Stocks wrapping up a not-so-spooky October, with the major indices all notching solid gains. The names helping boost the Nasdaq, and why boosted AI capex spending in two tech giants are sending the st...
31 Okt 202543min
More Big Tech Results… And Dissecting The Latest Pharma Moves 10/30/25
Apple & Amazon the latest big tech names to report results. The headlines from the company conference calls, and what top tech analyst Gene Munster sees in store for the group. Plus Eli Lilly jumping ...
30 Okt 202543min
Digging in on the first round of Big Tech earnings, and What’s Next for the Fed 10/29/25
Stocks hitting fresh record highs before pulling back as the Fed cuts interest rates for the second time this year. What Chair Powell had to say about the labor market, inflation, and the central bank...
29 Okt 202543min
Fed Flying Blind Ahead Of Rate Decision… And A Homebuying Bummer 10/28/25
All eyes on the Federal Reserve ahead of tomorrow’s rate decision. The data, or lack there of, helping shape the central bank’s next move, and how broader markets will respond. Plus Waiting on interes...
28 Okt 202543min
