Gold's Bright and Shiny Surge 11/28/23
With spot gold ETF rallying and rates continuing to move lower, what does this mean for the broad markets? The Fast Money gang debates. Fast Money Disclaimer
With spot gold ETF rallying and rates continuing to move lower, what does this mean for the broad markets? The Fast Money gang debates. Fast Money Disclaimer
It has been a mixed bag of early holiday shopping results. What does this season tell us about the consumer? Those trades and more. Fast Money Disclaimer
Stocks rallied ahead of the Thanksgiving holiday, putting major indexes on pace for their best month of the year. But can the momentum continue into year end? Plus Nvidia notably sitting out today’s rally. What the drop in the semi darling means for the space Fast Money Disclaimer
Shares of chip giant Nvidia on the move after its latest earnings report. What investors are watching in the numbers and where the AI play is heading next. Plus Japan’s currency has rallied against the dollar in recent weeks. Can the trend continue? And what the Bank of Japan might have to do about it. Fast Money Disclaimer
Shares of Microsoft closed at an all-time high after the company hired former OpenAI CEO Sam Altman to lead its AI team. Has the move established the tech giant as the leader in the AI space? Plus bitcoin prices trading at 18-month highs, and we’re bringing back the Bitcoin Baller himself to tell us where prices are going next. Fast Money Disclaimer
OpenAI’s board ousting founder Sam Altman, saying they found he hadn’t been “consistently candid” in his communications with them. Shares of Microsoft, OpenAI’s biggest investor dropped on the news. Why one expert says it’s like Microsoft “losing its quarterback”. Plus this was a week of outsized moves in everything from banks to oil to the dollar. What the charts tell us about where things are heading from here. Fast Money Disclaimer...
Markets lost steam after some disappointing earnings from Walmart, a weakening in homebuilder sentiment and worse-than-expected jobless claims numbers. So was the rally we saw to start the week premature? Plus Grayscale is getting closer to approval for converting into a bitcoin ETF. What it means for the company and for the digital asset. Fast Money Disclaimer
Shares of Target posted their best day in more than four years after blowing past earnings expectations for the latest quarter. But did the results really justify the move? Plus Presidents Biden and Xi meeting in the Bay Area this afternoon, ahead of a key summit between the Chinese leader and US CEOs. What it all will mean for doing business with Beijing. Fast Money Disclaimer
Stocks rallied after a tamer-than-expected CPI report, with the S&P notching a gain of nearly 2%. But can the rally continue into year-end or are we soon to run out of steam? Plus Meta shares have nearly quadrupled from its lows of last November. What’s behind the move and how much more juice does this stock have? Fast Money Disclaimer
Walmart, Home Depot and Target just some of the retail names set to report earnings this week. What they’ll say about the strength of the consumer and how much it could mean for the markets. Plus, one of the country’s biggest pension funds is upping its stake in Tesla and Rivian. Why the optimism, and what could it mean for the stocks? Fast Money Disclaimer
The latest CPI report, a meeting between China’s President and Joe Biden, and the kick-off of retail earnings season. There are plenty of potential catalysts for markets next week, but which way will they send stocks? We’re digging in on the week ahead. Plus, Eli Lilly and Novo Nordisk might seemingly be hitting one new high after another, but why is Pfizer getting left in the dust? The Chart Master is here with his thoughts on where the drug giant is going next. Fast Money Disclaimer...
Shares of Tesla dropped over 5% after a bearish note from analysts at HSBC. But is the sell off overdone? Plus bitcoin prices surging towards $40,000, up 36% this quarter. Can the rally continue? And Danny Moses of Big Short fame joins the desk with a stock that he says actually has upside. We tell you what it is, and why he’s bullish on the name. Fast Money Disclaimer
Shares of Disney on the move after its latest earnings report. We dig in on the details and bring you the trade on the entertainment giant. Plus Eli Lilly shares soaring after getting a thumbs up for its weight loss drug from regulators in the US and UK. What it means for the health care trade, and much more. Fast Money Disclaimer
The Nasdaq extended its win streak to 8 straight days, its longest win streak in over two years. The S&P and Dow are also riding week-plus long runs. But what names are leading the gains and will the momentum continue. Plus oil prices falling below $80 a barrel and dropping to more than two-month lows. What it means for the energy stocks, and could consolidation be the key for the space. Fast Money Disclaimer...
The Nasdaq posted its seventh day of gains in a row, its best win streak since January, while the S&P and Dow also managed to start the week with gains. But is this breakout heading for a breakdown? We go off the charts with Katie Stockton to find some answers. Plus, uranium prices are at 15-year highs and one of our traders still thinks it’s going much higher from here. We lay out the case for the nuclear rally. Fast Money Disclaimer...
The 10-year Treasury yield dropped below 4.5% for the first time since September, helping fuel another rally for the stock market. Major indexes closing out their best week of the year, and it was the more interest rate-sensitive names that saw the biggest boost. Should you buy into the bounce? Plus DraftKings stock rose to their highest level in nearly two years. And one trader says there was a lot to like in its latest earnings report. Fast Money Disclaimer...
All eyes on Apple after their latest earnings report. We’re bringing you all the headlines from the company’s results and conference call. Plus markets rallying for another day after the Fed’s latest meeting. The S&P posting its biggest gain since April and is on pace for the best week of the year. But should you believe the bounce, or are there more risks to the rally? Fast Money Disclaimer
Major indexes all closed higher after the central bank, as expected, held rates steady for a second straight meeting. We dig in on chair Powell’s commentary and what it means for the markets. Plus, Yum Brands, Estee Lauder and Canada Goose among the companies raising concerns over the growth prospects in China. But one of our traders says the uncertainty might actually be a sign that it’s time to start investing in the region. We lay out the case tonight. Fast Money Disclaimer...
AMD shares on the move after the chip maker posted its latest earnings report. We dig in on the numbers and bring you all the details from the quarter. Plus EV inventories are up more than 500% from a year ago. What it means for the electric car space and for the biggest player in it. Fast Money Disclaimer
Major averages rallied to kick off the week, with the Dow posting its biggest percent gain since June. But with Apple earnings, a Fed Decision and Jobs Report all on deck, what can we expect for the balance of the week. Plus the UAW reaching a tentative deal with the last of the Big 3 automakers. What it means for the industry, and for Tesla. Fast Money Disclaimer
The Nasdaq managed a slight gain today, helped by the post-earnings strength of Amazon, but the Dow fell to a seven month low. What the action means as we head towards the last two months of the year. Plus, Bank of America says to go long the Baby Boomer and short the Millennial. How they say to play that trade and the stocks that could benefit. Fast Money Disclaimer
Amazon headlines the busiest day of this earnings season this quarter, and we’re digging in on those numbers, plus results out of Chipotle, Ford and Intel. Plus many consumer staples stocks have been trading near 52-week lows, but could now be the time to start dipping your toe into these names? What one of our traders is looking at now. Fast Money Disclaimer
Investors eyeing shares of Meta after its latest earnings report. The stock in action on a day the Nasdaq dropped more than 2%, and Alphabet saw its worst day in over three years. What the results mean for the state of mega cap tech. Plus luxury retailers feeling some pain, and it’s even taking a hit on payment stocks. What these moves say about the consumer and their ability to support the economy. Fast Money Disclaimer...
Microsoft and Alphabet headline a busy night of earnings. What the mega-cap names have to say about their quarters and their outlook. Plus the UAW expanded its strikes to GM’s biggest plant, on the same day the automaker reported earnings. What it means for the company and just what will the work stoppages amount to? And personal finance expert Suze Orman is on set with some advice on how to navigate these volatile markets. Her thoughts on rising rates, rising delinquencies and your money. Fast ...
The 10-year yield hit a new 16-plus year record today before retreating in a big way. The catalyst that drove the move, and how it’s impacting big tech ahead of a key earnings season. Plus Apple supplier Foxconn in the crosshairs of Chinese regulators. What they’re looking for and what it could mean for the iPhone maker. Fast Money Disclaimer
Regional banks tumbling in reaction to higher rates - how exposed is group to Treasury securities falling in value? The Fast Money traders debate the group. Fast Money Disclaimer
Fed Chair Jerome Powell giving a pivotal speech at the New York Economic Club earlier. Powell hinted at a pause in rate hikes here and that inflation is still too high. Are investors turning away from the Fed’s musing and now only worried about yields? Fast Money Disclaimer
Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed. Fast Money Disclaimer
This podcast was paid for and produced by US Bank. The editorial staff of CNBC had no role in its creation. This episode of Real Good features guest Claudia Romo Edelman. Claudia has been a journalist, diplomat, and strong advocate for the Latino community over several decades. The founder of We Are All Human spoke with our hosts Greg and Faith about the experiences that helped set her on the path toward advocating for empathy in business and harnessing data to promote equity. She spoke with hos...
Rising rates & consumer spending strength: How much longer can the two co-exist? The Fast Money traders break down how to play these market conditions. Fast Money Disclaimer