CNBC's "Fast Money" - TopPodcast.com

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Nvidia Investigation Rocks Stock, Even as Broad Market Rallies Nov 10, 2026

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November 9, 2026; 5pm: Fast Money breaks down Nvidia’s selloff amid investigations into Jensen Huang’s alleged relationship with an accused Chinese spy, plus what the controversy could mean for the AI trade, U.S.-China policy and chip stocks. The desk also discusses the broader market rally, oil-sensitive consumer names, Bitcoin’s weakness, Eli Lilly's latest trial data and CoreWeave options positioning.

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Stocks Attempt Rebound After Sell-off… And The End Of Aan Era For The AI Trade? 11/6/26 Nov 07, 2026

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Tech seeing a small rebound today as investors bought the dip in battered AI stocks and reacted to today’s stronger-than-expected jobs report. How the traders are handling the biggest movers, and what one chief investment strategist makes of the volatility. Plus, the Cybertruck headlines charging up shares of Tesla, what the Chartmaster makes of the ‘safety-trades’, and why one AI expert sees this week’s moves as the end of an era for the AI trade.

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Stocks Drop After Post-Election Rally… And The Future Of The AI Trade 11/5/26 Nov 05, 2026

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Stocks selling off on Wall Street and reversing yesterday’s post-election gains. Tech and AI leading the declines and dragging the Nasdaq into correction territory, but China markets brushing off the U.S. losses and extending yesterday’s rally. How the traders are setting up for tomorrow’s session, and what today’s moves mean for the AI trade as we know it. Plus, more after-hours action as Airbnb and Lyft deliver their earnings reports, a check on the cost-conscious consumer ahead of the holidays, and why a top crypto expert is still bullish on bitcoin despite today’s broad market declines.

Fast Money Disclaimer

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Market’s Post-Election Surge… And Prognosis For Pharma, Health Care After Midterms 11/4/26 Nov 04, 2026

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Stocks ripping higher after the midterm election brought with it Democratic majority to both the House and the Senate. The areas of the market seeing the biggest boost post-election, and why a top market strategist says the Midterms didn’t erase the inflation problem. Plus, the rally extends across the world, Qualcomm delivers its earnings report, and the moves in health care and pharma after the election; what a top sector analyst makes of the moves in Novo after earnings, and the drop in CVS as the company eyes a breakup.

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Cracks In The AI Trade… And AMD Reports Results 11/3/26 Nov 04, 2026

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Apple the latest megacap tech stock to get tripped up after reporting results, as CEO John Ternus flags higher memory prices and the impact its having on company margins.Plus, how the midterms elections will impact markets, Disney’s latest round of layoffs, and AMD reports earnings; the details from the report, and analyst reaction to the quarter.

Fast Money Disclaimer

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First Apple Earnings Report Under Ternus… And Data Center Buildout Backlash 11/2/26 Nov 02, 2026

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Apple delivering its first earnings report under CEO John Ternus. The details from the quarter as iPhone sales come into focus, and what Deepwater’s Gene Munster makes of the tech giant’s results. Plus, more after-hours action in Palantir, Visa and Mastercard hit record highs, and the data center debate takes center stage as Americans head to the polls tomorrow; how the AI infrastructure stocks will fare after election day.

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CNBC Investigations: Gamble on Democracy Nov 02, 2026

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Kalshi and Polymarket are the major online prediction markets where people bet on future events, everything from election results to who will win the 2027 NBA Championship. But do those bets influence election results? And how are the companies protecting gamblers from manipulating the market? CNBC’s investigation team explores. Disclosure: CNBC has a commercial partnership with Kalshi and uses the company’s market data across its broadcast and digital platforms. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Amazon and Intel Report Results… And Alphabet’s Post-Earnings Plunge 10/30/26 Oct 30, 2026

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Stocks selling off on Wall Street, with tech and AI leading the declines as investors rotate into more defensive parts of the market. How the traders are handling the drops in the Mag7, Semis, and Memory stocks, and if there’s more pain ahead. Plus, the biggest crypto theft ever, some bright spots in spots in the sea of red, and what the Chartmaster sees in store for bombed out names like Alphabet, ServiceNow, and Caterpillar.

Fast Money Disclaimer

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Amazon and Intel Report Results… And Alphabet’s Post-Earnings Plunge 10/29/26 Oct 29, 2026

Show notes

A busy week of earnings continues, with Amazon reporting results, and Intel, Sandisk, and Starbucks all delivering quarterly earnings. How the Fast Money traders are handling all the moves, and what tech analyst Gene Munster sees in store for the tech trade. Plus, Caterpillar’s results hit shares, pharma names in focus, and Alphabet’s rough day; how the tech giant’s earnings miss reflects first real sign that AI is taking a bite out of search.

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.

Alphabet Search Miss, Microsoft Azure Beat and Fed’s Hawkish Pause 10/28/26 Oct 29, 2026

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Fast Money breaks down Alphabet’s after-hours selloff on search weakness and AI cannibalization concerns, Microsoft’s Azure-led earnings beat, and fresh read-throughs from ServiceNow, FedEx, Chipotle and the Fed. The key takeaway: investors rewarded visible cloud growth and spending discipline while punishing uncertainty around AI monetization, capex and the durability of core businesses.

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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