CNBC's "Fast Money" - podcast cover

CNBC's "Fast Money"

Hosted by Melissa Lee and a roundtable of top traders, “Fast Money” breaks through the noise of the day, to deliver the actionable news that matters most to investors. Fast Money airs weeknights at 5p ET on CNBC. Visit http://fastmoney.cnbc.com for additional information.
Last refreshed:
Download Metacast podcast app
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

The Great Retail Shrinkage Problem - Cause for Concern, or Just an Excuse? 8/22/23

Shares of Dick’s Sporting Goods posting its worst day on record after reporting retail theft took a big bite out of results. But is the so-called “shrink” just masking a real problem with the consumer? Plus we’re counting down to Nvidia’s big earnings report and breaking down the latest reads on the housing sector. 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....

Aug 22, 202345 min

Two Opposing Market Moves, and What China’s Slowdown Means for Markets 8/21/23

Interest rates continued their climb higher today, with long-term yields hitting decade-plus highs. But high growth, high multiple tech stocks, which usually struggle under rising rates, are also higher. What does it all mean? Plus China cutting its lending rate less than expected. The fears that’s sparking and how it’s impacting investment in the area. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal dat...

Aug 21, 202344 min

Palo Alto’s Latest Earnings Report, and Countdown to Jackson Hole & Retail Earnings 8/18/23

Palo Alto shares on the move after a rare Friday night earnings report. What the cyber security company had to say about the quarter that got the stock rocking. Plus, Jackson Hole, Nvidia and a slew of department store earnings on the docket for next week. What you need to pay attention to in the week ahead. 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....

Aug 18, 202323 min

10-Year Posts Highest Close in 15 Years, and Is the CVS Business Model Broken? 8/17/23

The yield on 10-year treasurys hit their highest intraday level since October and their highest close since 2008. The move gave stocks another reason to fall on Thursday, with the Dow closing below its 50-day moving average for the first time since June. So does the move in rates keep the pressure on equities? Plus CVS shares seeing their biggest drop since October after a California insurer opted for a rival, start-up pharmacy manager. So is the traditional business model for the industry in tr...

Aug 17, 202345 min

A “Targeted” Problem, or a Bigger Concern? Plus What Treasury Yields’ Big Rise Mean For Markets 8/16/23

Target shares jumped despite a dismal quarter. The company raising concerns over demand as it slashed guidance for the year. But is this a Target-specific problem, or an indication of a deeper consumer problem? Plus 10-year yields hit their highest level since October today. What does that mean for 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....

Aug 16, 202344 min

Stocks Breach Key Level and China Sees Further Slowdown 8/15/23

The S&P closed below its 50-day moving average for the first time since late March and Apple breached its 100-DMA for the first time since January. What do the breakdowns mean for the market? Plus China’s central bank cut interest rates in a surprise move overnight. We dive into the latest signs of slowing growth in that country and what it means for your investments. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and ...

Aug 15, 202344 min

Is the Consumer Stronger Than We Think? And Where Are Oil Prices Heading Into Summer’s End 8/14/23

Stocks posted gains as investors awaited results from the country’s biggest retailers. And while there are plenty of reasons to think the consumer would be under pressure this season, a new note suggests there could be reason for optimism. Plus oil prices are pulling back, but gas is heading towards 52-week highs. What’s next for the energy space? RBC’s Helima Croft joins to discuss. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our col...

Aug 14, 202345 min

Countdown to Consumer Earnings and Are Semis Set to Break Down? 8/11/23

The nation’s biggest retailers start reporting earnings next week, with Walmart, Target, Home Depot and more all on the calendar. What clues will they offer us into the state of the consumer, and how should you position yourself ahead of these reports. Plus from star to slump, shares of Nvidia are now nearly 15% off their all-time high. Where is it and the rest of the semi space going from here? We dive into the charts to find out. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. ...

Aug 11, 202323 min

Has Softening Inflation Lost Its Luster? And the CEO of Archer Aviation on the Future of eVTOLs 8/10/23

Stocks closed well off their highs even as inflation came in lower than expected in July. The Dow nearly erased all of a 455 point gain, and the S&P only rose a point. Does the action today suggest inflation isn’t enough to keep the market going? Plus electric vertical take-off and landing company Archer Aviation just inked a deal with the U.S. Air Force. CEO Adam Goldstein joins us with more on the outlook for the company. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See ...

Aug 10, 202344 min

A Canary in the Coal Mine for the Markets, and Digging in on Disney’s Report 8/9/23

Shares of Super Micro dropped nearly 25% after a warning on demand for its AI servers. The move took much bigger stocks like Nvidia down with it. Is this a signal that there’s even more pain to come for the tech trade? Plus Disney on the move after earnings. We’re diving into the report and bringing you all the headlines. 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....

Aug 09, 202345 min

Did DataDog Ring the Bell for the AI Trade? And Is There More Trouble Ahead for the Regional Banks? 8/8/23

Shares of cloud computing company DataDog posting their second worst day on record after warning about revenue for the rest of the year. Did the news take all the air out of the AI trade? Plus Moody’s downgrading a host of regional banks, but is it too little too late for the group? 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....

Aug 08, 202345 min

How the Mighty Have Fallen, and the Skinny on Lilly 8/7/23

Apple and Microsoft have each fallen more than 10% from recent highs, losing a combined $500b in market cap in the process. How should you trade the moves lower, and what do they mean for the broader market? Plus, all eyes on Eli Lilly ahead of its earnings report. What you should expect from the drug maker, and how new trials out of Novo Nordisk could change the game. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use...

Aug 07, 202350 min

As Goes Apple, So Goes the Market? And a Chart of the Week That..Went Nowhere? 8/4/23

Stocks staged a late-day sell-off on Friday that seemed to coincide with a big leg down in Apple. What the move tells us about where the market is heading as we dive into another busy week for earnings. Plus, homebuilders, surprisingly flat on the week, even as interest rates rocketed higher. We dig in on that trade to see what’s next for the sector. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data f...

Aug 04, 202323 min

All Eyes on Amazon and Apple Earnings, And What the Bond Markets Are Telling Investors 8/3/23

Shares of Apple and Amazon both on the move after their latest results. We’ve got a crack team of reporters and investors digging into the numbers to dissect the trades. Plus, the yield on 10-year treasurys hit 4.2% for the first time since last November. Where are they going from here, and what will it mean for the markets? 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....

Aug 03, 202345 min

The High-Multiple Stocks Take the Biggest Hit, Post-Downgrade, and a Lookahead to Apple & Amazon Earnings 8/2/23

Stocks dropped after Fitch cut its rating on the long term outlook for the U.S., sending yields higher and stocks lower. But some of the hardest hit names were in the high-multiple software sector, as well as the red-hot semis. Has the rally in that trade finally been derailed? Plus two of the biggest companies in the U.S. report earnings tomorrow. What to expect from the results and how to trade those names. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for...

Aug 02, 202345 min

A Busy Night of Earnings, and the Chart Master’s Big Call on CAT 8/1/23

AMD, Starbucks, Pinterest and Caesars headline a big night of earnings reports. We bring you all the headlines and the trades on the stocks. Plus Caterpillar rocketing higher after its report, posting its best day since March 2020. The Chart Master called the move last week and lays out where he sees it going from here. 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....

Aug 01, 202345 min

The tech rally isn’t just about the mega caps and AI, and why Chinese stocks could rise even higher 7/31/23

The Big Seven and AI-focused chip stocks have been stealing the spotlight amid the 2023 rally, but today we saw strength in other parts of the tech sector. What does this mean for the markets as we go deeper into the second half of the year. Plus the KWEB China Internet ETF just closed out its third best month on record, and one expert says there are more gains to come. He’ll lay out his case and bring you all the trades. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.ad...

Jul 31, 202344 min

Stocks Rally Ahead of Busiest Week of Earnings, and a Chinese EV Maker Locks in Its Best Week of the Year 7/28/23

Major markets resumed their rally as better than expected inflation data calmed fears over how far the Fed will still go. But with Apple and Amazon headlining next week’s earnings calendar, will earnings strength keep the momentum going? Plus Xpeng Motors was up more than 60% this week, thanks to a deal with Volkswagen. What will that mean for Tesla and others in the EV space? Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection...

Jul 28, 202323 min

Dow Misses its Date With Destiny and Intel Soars After Earnings 7/27/23

The Dow spent most of the day on pace to tie its longest win streak, dating back to 1897! But rumblings out of the Bank of Japan sent the yen higher against the dollar and the U.S. indexes reeling. What’s behind the move, and what’s it mean for your money? Plus shares of semi stock Intel jumping after its latest earnings report. We bring you the headlines from the conference call and the trade on the stock. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for i...

Jul 27, 202344 min

All Eyes on Meta Earnings and the Fed, Plus CME CEO Terry Duffy on the Markets 7/26/23

Shares of Meta on the move after the company’s first earnings report since launching the Threads app. We dig into the numbers and dissect the results with Deepwater’s Gene Munster. Plus CME reported earnings before the bell this morning. CEO Terry Duffy breaks down the results and comments on the Fed’s latest rate hike. 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....

Jul 26, 202344 min

Microsoft, Alphabet on the Move, and RTX’s Engine Troubles 7/25/23

On a busy night for earnings, we’re watching shares of Microsoft, Alphabet and more after the bell. We’re digging in on the numbers and bringing you all the trades. Plus RTX shares saw their worst day since early 2020 after reporting an issue with some of its Pratt & Whitney jet engines. What’s next for the company, and can it rebound from here? Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data fo...

Jul 25, 202345 min

CNBC SPECIAL: Making of the Meme King Part 2

Part Two: "A Billionaire’s Next Act" In the final part of this two-episode podcast, CNBC Documentaries continues its in-depth look at the rollercoaster career of enigmatic entrepreneur-turned-influential investor, Ryan Cohen. The story picks up as Cohen- then chairman of GameStop- makes a controversial investment in struggling home goods retailer Bed, Bath & Beyond. What might the move reveal about Cohen’s intentions and the changing landscape of business and investing? Hosted by Simplecast,...

Jul 25, 202323 min

CNBC SPECIAL: Making of the Meme King Part 1

Part One: "A scrappy kid from Canada makes it big in America" Building Chewy into an e-commerce giant made Ryan Cohen a hot commodity on Wall Street, but jumping into the online frenzy around GameStop and Bed Bath & Beyond transformed him into an icon for a generation of individual investors hell-bent on turning American finance upside-down. In Part 1 of this two-episode podcast, CNBC Documentaries digs deep into Cohen’s unorthodox background and the bold, often controversial moves that earn...

Jul 25, 202327 min

Countdown to Big Tech Earnings, and Will X Mark the Spot for Twitter? 7/24/23

Alphabet and Microsoft kick of Q2 earnings season for the tech giants tomorrow, but FANG+ stocks have really lost their momentum in recent weeks after a super-strong start to the year. What’s next for the group, and can the reports reignite their rally? Plus Elon Musk is letting the Twitter bird fly the coop in favor of a new, re-branded “X”. Will this company be the super-app he wants it to be? Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information a...

Jul 24, 202345 min

DOW BREAKTHROUGH: LONGEST WIN STREAK IN SIX YEARS 7/21/23

The Dow rising 10 straight days! With a busy week of earnings ahead and a key fed decision, will investors keep hitting the buy button? Fast Money Traders weigh 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 advertising.

Jul 21, 202323 min

A real reversal happening? 7/20/23

Semi’s slumping, housing humbled, and two of this year’s “it” stocks - Tesla & Netflix – coming back to earth after earnings. Is this the beginning of a real reversal? Fast Money traders’ weigh 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 advertising....

Jul 20, 202345 min

Big night of earnings reports: Tesla, Netflix, United, oh my! 7/19/23

The Fast Money traders break down the after hours action in stocks like Tesla, Netflix, United Airlines, Las Vegas Sands, IBM and more. 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.

Jul 19, 202345 min

The Bears Get Burned, and the Ultimate Debate Over Tesla 7/18/23

Stocks closing at their highest levels since April of last year, and the S&P and Dow getting within 5% of their all-time highs. So why is the desk still so skeptical about the move? Plus we’re just a day away from Tesla’s earnings report and we’ve got a bull vs. bear debate on the desk you won’t want to miss. 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....

Jul 18, 202345 min

Netflix Streams Higher and an Iconic Brand’s Fall From Grace 7/17/23

Shares of Netflix outperformed the broader market on Monday as actor and writers strikes in Hollywood threaten to upend the entertainment business. But will the gains hold up after earnings? Plus shares of AT&T hitting new 30-year lows today. What’s behind the move, and is there any saving this legacy telecom? 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....

Jul 17, 202344 min

Market’s Major Reversal and Trading or Fading Next Week’s Earnings 7/14/23

The S&P and Nasdaq hit their highest levels of the year in the morning, after beats from some of the country’s biggest banks drove financial stocks higher. But the gains didn’t last long. Couple that with the move in rates and the dollar, how are the markets setting up now? And with Tesla, Netflix and more megacap names on the earnings calendar for next week, our traders take a look at the names to trade and fade into the the results. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz co...

Jul 14, 202323 min
For the best experience, listen in Metacast app for iOS or Android