CNBC's "Fast Money" - TopPodcast.com

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Oil Surges After U.S. Iran Strike… And Fed Minutes Results 7/8/26 Jul 08, 2026

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Oil prices skyrocketing after President Trump strikes Iran overnight and announces the U.S.-Iran ceasefire is effectively over. Where the war is heading, and whether investors can expect oil to keep climbing. Then, the latest out of the Fed as the open market committee’s minutes report comes out. Head of investment strategy at Bryn Mawr Trust Andrew Davis gives his take on the new Fed communication framework, and why he’s expecting financials and health care to outperform come earnings season next week. Plus, Nvidia falling behind, Apple taking a $30 billion bite out of Broadcom, and the latest read on Auto sales.

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U.S. Banking Boom…And Record Stock Run for Kymera Therapeutics 7/7/26 Jul 07, 2026

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Financials surging as investors countdown to second quarter bank earnings next week, expecting major growth. The traders break down what the results could mean for these names and whether banks will see major gains. Then, shares of Kymera Therapeutics soaring as its Eczema drug trial timeline moves faster than expected. The firm’s founder, president and CEO Nello Mainolfi talks trial data and where the company is heading next. Plus, SpaceX stock plummeting despite bull calls on the Street, the media market under pressure, and Coke hitting all-time highs back to its century-old IPO.

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Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC Special: How a Blacklisted Chinese Tech Firm Is Expanding in the U.S. 7/7/26 Jul 07, 2026

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CNBC's Melissa Lee speaks with David Li, Hesai's co-founder and CEO, about the company's partnership with Nvidia, concerns over potential cybersecurity risks, and how Hesai is responding as scrutiny of Chinese technology firms continues to grow. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech Bounces Back… And SpaceX Joins the Nasdaq 100 on Fast Track 7/6/26 Jul 06, 2026

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Stocks starting the week in the green as chip stocks rally and Apple notches its fourth straight day of gains. The Fast Money traders break down the rebound in semis and what it says about the broader market. Then, SpaceX joins the Nasdaq-100 in a historic fast-track inclusion. Niles Investment founder Dan Niles breaks down the index’s better-than-average performance and why he’s bullish on the diversified market until later this month. Plus, Dell surges after Trump’s endorsement, the backlash against tokenmaxxing, and how the World Cup is causing a prediction market surge.

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Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market Rotation Amidst Weak Jobs Report… And Exclusive Interview with President Trump 7/2/26 Jul 02, 2026

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The June jobs report cutting analyst expectations in half fueling a market rotation out of large-caps and into smaller companies and industrials. FarrCrest Capital chairman Michael Farr gives his take on a broadening market after the disappointing jobs report, and what the Fed’s rate policy could look like in July. Then, President Donald Trump sits down with CNBC’s Joe Kernan for an exclusive interview.

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Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dow Touches Fresh Record To Start 2nd Half… And A Big Bull Case On Strategy 7/1/26 Jul 01, 2026

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Stocks kicking off the second half in the red after the Dow touched a fresh record high in the session. Why tomorrow’s June jobs report could mean good news for the economy, but bad news for markets as investors await the Fed’s next rate decision. Then, Strategy sees big gains after announcing its new approach with bitcoin. Benchmark senior analyst Mark Palmer lays out what this means for the bitcoin holder, and why he sees the stock surging nearly 500%. Plus, Meta’s cloud business ventures, Walmart’s rough few months, and top dividend kings.

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.

The Best First Half Ever for Semis… And Nike Report Results 6/30/26 Jun 30, 2026

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The first half of the year ends with chips and semiconductors soaring and software sinking. How the Magnificent 7 can stay afloat after the major software losses, and if gains in the chip and semi space will continue in the second half. Then, Neuberger senior research analyst Kevin McCarthy lays out what’s next for Nike after its fourth-quarter earnings results, and if investors are running to other discretionaries. Plus, Bitcoin on track for its lowest levels since 2024, the trillion-dollar defense industry, and telecom trading at near-two year lows.

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.

Apple Potential Blacklisted China Chipmaker Deal …And Optimism In The Second Half 6/29/26 Jun 29, 2026

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Tech recovering to kick off the week, but all eyes are on Apple, as the company seeks approval to buy chips from blacklisted Chinese company CXMT. How the Trump admin will respond, and what it could mean for the U.S. chip trade. Then, Jefferies chief market strategist David Zervos gives his take on the Supreme Court’s block of Trump’s attempt to fire Lisa Cook, and why he’s still bulled up for the second half of the year. Plus, Microsoft’s next move as it paces for its worst month since 2000, Comcast stock surges after announcing plans to spin off NBCUniversal and Sky, and if Nike can bounce back from its rough year with its earnings report tomorrow.

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.

Is the Tech Slump Here to Stay?… And Opportunities Outside of Software 6/26/26 Jun 26, 2026

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A rough week for Big Tech as investors shy away from AI and memory stocks. Deepwater Asset Management’s Gene Munster lays out why the AI trade may not be dead and how investors can navigate the tech sell-off. Then, why investors might find better returns outside of the software trade in lower-middle-market businesses. Plus, the next move in biotech after a big week, SpaceX falls back down to earth, and if Nike can run past its rough year when results cross the wires next week.

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.

Micron and Memory Vs. Everyone Else… And What’s Sparking a Bitcoin Sell-off? 6/25/26 Jun 25, 2026

Show notes

Micron surging on the back of its earnings report but leaving hardware stocks worse for wear. The impact on device makers like Apple, Microsoft, and Dell, and if the memory surge is crowding out the rest of tech. Plus, where is AI heading after a rough week for tech? One Point BFG Wealth Partners CIO Peter Boockvar warns investors of a faltering AI trade but also lays out where he sees an important buying opportunity. Then, massive bitcoin outflows hit the crypto market, SpaceX prepares for landing near its IPO price, and airline stocks gaining altitude.

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.

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