President Trump suggesting a cut to China tariffs ahead of trade talks this weekend. The impact the move could have on negotiations, and what one U.S-China policy expert sees coming for the trade war. Plus… Google wraps up a rough week, all the major chip news moving semi stocks, Expedia signals trouble in travel demand, and how criminal gangs are exploiting supply chain tech across the United States. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informa...
May 09, 2025•43 min
President Trump unveiling the framework for a trade deal with the UK, his first since the ‘reciprocal’ tariff pause. How those details will impact broader markets. Plus, the latest move in Alphabet after yesterday’s search drama, and what a “most favored nation” policy means for drug pricing and stocks. One top health care analyst weighs in. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advert...
May 08, 2025•43 min
Apple and Alphabet dip after one top exec weighs in on the AI/search engine revolution. What one tech analyst sees in store for the industry, and if there’s any reason to be bullish on the group. Plus, China stocks slide despite stimulus and a rate cut, as President Trump holds steady on tariffs. And the whole new world for Disney as the media giant plans to put magic in the middle east. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our...
May 07, 2025•44 min
Another key Fed decision on deck, as the recent stock market bounce loses steam. What to expect from Fed Chair Jerome Powell, and what it will mean for the market’s next move. Plus Earnings season in full swing, and Wegovy-maker Novo Nordisk is ready to report. Why one top healthcare analyst is eyeing potential tariff risks and political overhang as a headwind for the whole weight loss drug space. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information...
May 06, 2025•44 min
Oil prices drop to 4-year lows as OPEC+ agrees to hike output. Why one top energy analyst sees crude crumbling to $40 per barrel before pumping higher. Plus Ford reports earnings, Skechers laces up to go private, and Trump takes aim at movie studios with new tariff threats. How Needham’s Senior Internet and Media Analyst Laura Martin sees it impacting the streaming landscape. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection ...
May 05, 2025•44 min
Major markets rallied on Friday after a stronger-than-expected jobs report and news that Beijing might be paving the way for trade talks. Can the momentum continue? Plus investors descending on Berkshire Hathaway’s annual meeting this weekend. And the legendary value investor may be seeing a signal that markets are cheap right now. 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....
May 02, 2025•44 min
Earnings season is in full swing, with Apple and Amazon headlining the action. Deepwater Asset Management’s Gene Munster joins to break down the key takeaways from the day’s big reports. And Eli Lilly dropping as the drugmaker cuts its profit forecast. Mizuho’s Jared Holz digs into the details, and where the pharma space is heading next. Plus, how the markets are setting up ahead of tomorrow’s jobs report. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for in...
May 01, 2025•43 min
A slew of earnings roll in with Meta and Microsoft among the names reporting. Deepwater Asset Management Gene Munster joins to dig into where he sees tech heading next. Plus, markets tumble after a surprise GDP result, Telsey Advisory Group CEO Dana Telsey on the retail impact of tariffs, and how Starbucks is faring after their disappointing results. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data f...
Apr 30, 2025•44 min
President Trump notching his second First 100 days in office, and with stocks seeing their worst start to a term since Richard Nixon, will there be even more downside ahead, or can the climb back continue? And pumping the brakes on auto tariffs. How the White House is stopping a “stacked” tax, and what it means for the automakers scrambling to get ahead of the tariffs. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use...
Apr 29, 2025•44 min
Big tech earnings are coming up and top tech analyst Dan Niles says the bar has been raised for the group. Where he sees the space heading next. Plus, Why transport stocks are flashing warning signs, prices hikes from China retailers, a bearish call on pharma, and why foreign investors could pull out of U.S. assets. 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....
Apr 28, 2025•44 min
Stocks closing out a positive week, as tech stocks lead the market bounce with a big move off its recent lows. How our traders are positioning ahead of another big week of earnings, headlined by Apple, Microsoft, and Meta. Plus A major pharma fee. The $51 billion Trump’s tariffs could add to U.S. drug costs, and where one industry expert is still seeing opportunity in the space. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collecti...
Apr 25, 2025•43 min
Earnings roll in from Alphabet, Intel, Gilead, and more as earnings season rolls on. The Fast Money traders break down the numbers and where they see those stocks heading next. Deepwater Asset’s Gene Munster joins to dig into the big themes around the tech. Plus, China responds to Trump’s latest tariff threats, as contradictory comments come out of both parties. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of per...
Apr 24, 2025•43 min
Stocks surge on renewed trade optimism and dovish tones out of Washington. Plus big earnings movers: Southwest, Chipotle, IBM, and Texas Instrument. And CME Group CEO Terry Duffy joins us to break down market volatility and clear up confusion over their results 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....
Apr 23, 2025•43 min
Stocks ripping on Wall Street, as markets bounce back after Monday’s sell-off. The sectors seeing the biggest jumps, and how Tesla results are moving the stock. Plus Netflix shrugging off this year’s tariff concerns, jumping nearly 20% as the s&p 500 heads in the other direction. What the move could mean for the markets next move, and why one top tech analyst is calling the streaming giant “highly recessionary resistant”. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pc...
Apr 22, 2025•49 min
The Mag 7 all dropped sharply to kick off the week and chip stocks fell across the board. Tesla heads into earnings under pressure. And President Trump ramped up his attacks on Fed Chair Jerome Powell. We’ll get thoughts from Former Cleveland Fed President Loretta Mester. Plus, gold hits another record high, Uber faces a new lawsuit, and Disney gets a bullish call. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of ...
Apr 21, 2025•43 min
Netflix on the move after beating expectations in its quarterly results. What we’re hearing on the company conference call, and how Netflix is faring in the streaming wars. Plus, Trump turning up the heat on the Fed. We break down what the Powell pressure means for markets, and get fresh insights from Morgan Stanley’s Katerina Simonetti. All that, and the big moves in pharma and healthcare as Eli Lilly and UnitedHealth head in very different directions. Fast Money Disclaimer Hosted by Simplecast...
Apr 17, 2025•43 min
Stocks dropping as Nvidia gets hit, and a tariff warning out of Fed Chair Powell only made things worse. And while Gold hits fresh records, the disconnect between yields and the dollar is breaking down. Plus, as volatility stays elevated, investors are seeking shelter. The latest read on investor sentiment, and the top concerns impacting their portfolio moves. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of perso...
Apr 16, 2025•43 min
Shares of Netflix bucking today’s market malaise, but will the stock’s pop continue after it reports earnings on Thursday? Plus President Trump signing executive orders to rein in health care costs. What it means for the pharma industry and drug prices. 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....
Apr 15, 2025•44 min•Ep. 4
Stocks kicking off the week with another volatile session. How the latest tariff headlines are causing even more market swings, why a technical ‘death cross’ is flashing warning signs in the S&P 500’s technicals, and why one currency expert says to steer clear of the U.S. dollar. Plus Why there’s more under the hood on EU auto imports & exports, and what “help” from Washington could look like as tariffs hit the industry. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See...
Apr 14, 2025•44 min
Stocks closing out an extremely volatile week, as daily tariff headlines whipsaw markets. How the latest tariff headlines are impacting stocks across the board, and what earnings season will bring to the table. Plus… The S&P 500 at a standoff. Why the chartmaster says the market is at a difficult level, and how the lines are looking on one streaming giant ahead of results next week. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our ...
Apr 11, 2025•44 min
Stocks Drop After Historic Rally… And Banks Ready To Kick Off Earnings Season Description: Stocks slump, bonds spike, and oil prices slide after yesterday’s massive rally. How Wall Street is sounding the alarm on a possible recession, and where you can hide out when even traditional safe havens aren’t working. Plus Taiwan Semi stumbles, the latest calls on auto stocks, and why one top bank analyst isn’t letting all the negative sentiment surrounding financials get in the way of his outlook. Fast...
Apr 10, 2025•43 min
Stocks surge after Trump hits pause on most tariffs, but ups the ante in the China trade war. What one China expert sees in store next in the tariff tit-for-tat. And the impact the levees are having on pharma’s production pipeline. Plus Walmart yanks its guidance, Delta flies past earnings expectations, and the bond market stays stuck. 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....
Apr 09, 2025•49 min
Stocks giving up an early bounce, notching another brutal sell-off as tariff headlines weigh on Wall Street. The opinions and responses out of DC and Fed officials, and if the carnage will continue. Plus A potential port in the storm in private credit. Where our next guest sees opportunities and how he’s gearing up to deploy a whole lot of cash. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for ad...
Apr 08, 2025•38 min
The market sell-off rolls as the major indices whipsaw to start the week. How the latest tariff headlines are swinging stocks, and what an additional 50% tariff on China will mean in the trade war. We break down the threats, reactions, and strategy for navigating the volatility. Plus, Big Short investor Steve Eisman on why now’s not the time to be a hero in the market. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use...
Apr 07, 2025•44 min
Stocks plummeted to close out the week, as global markets reel from President Trump’s tariff plans. The sectors seeing the worst of the pain, and where you can find safety amid the turmoil. And it’s not just equities. The bond market dropping as a trade war ignites. Why our next guest isn’t seeing a lack of demand in treasurys, and how he sees the rate rout unfolding. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use ...
Apr 04, 2025•57 min
Stocks are tumbling as tariffs take their toll, but will this cause the markets to reset? We’ll break down the impact on retail, international reaction, and what investors can expect in the coming weeks. Plus what to expect out of tomorrow’s jobs report, as volatility spikes as Trump’s tariff plans ripple across the market. 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....
Apr 03, 2025•49 min
President Trump outlining his tariff plans at a Rose Garden event this afternoon. We discuss the impact on the economy, autos, pharma and housing. Plus Amazon and Applovin among the names reportedly putting together bids for social media app TikTok. The state of play as the divestiture deadline approaches. 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....
Apr 02, 2025•47 min
We’re less than a day away from President Trump announcing plans for new and reciprocal tariffs. How the markets are bracing for the news. Plus gold hitting another record high during the session – can the momentum continue? And Coreweave gets a big endorsement from a tech investor, sending shares rocketing higher. 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....
Apr 01, 2025•44 min
The S&P and Dow eked out a gain on Monday but all indexes closed the quarter with significant losses. This as investors await the onset of President Trump’s tariffs and the announcement of reciprocal levies. Plus the FDA’s vaccine head abruptly resigned over the weekend. What that means for drug development in the U.S. 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....
Mar 31, 2025•44 min
The Nasdaq sank nearly 3 percent as long-term inflation expectations hit their highest level in 32 years. Will the volatility continue as we get ready to kick off the second quarter? Plus we’re days away from what President Trump has called “Liberation Day”. But what kind of tariffs should we expect and what will they mean for consumers? Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertisin...
Mar 28, 2025•44 min
