CNBC's "Fast Money"
Episodes
AI Debt Concerns Grip Market… And Bank Of America’s Rough Day 10/14/26
Fast Money examines mounting AI debt concerns after CoreWeave bonds fell into distressed territory, sparking fears of a broader credit crisis.
Drama in DRAM Memory ETF… And Trading Apple & Others At Record Highs… 10/13/26
CNBC's Fast Money analyzes the banking sector's mixed earnings and a $1.
Trump strikes Russian diesel deal... And Apple’s latest iPhone woes 10/9/26
Fast Money covers President Trump’s suspension of Russian sanctions to import diesel, a move analysts deem too small to curb inflation or lower rates.
Stocks Fall As Oil Spikes… And White House CTO On Trump Science Summit 10/8/26
Fast Money covers oil prices rebounding above $90 amid escalating Iran tensions and a potential Starbucks-Chipotle merger driven by CEO Brian Nickel.
Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26
Fast Money covers the 10-year Treasury yield hitting a 24-year high before easing following a strong bond auction, with experts debating Fed rate hike probabilities and global sovereign debt risks.
S&p 500 Hits Record High… And 10/6/26
Fast Money covers the S&P 500's new record high, analyzing the divergence between mega-cap tech leaders and the broader market.
Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
Nasdaq Hits Record After Soft Jobs Report… And The Fed’s Next Move After Jobs Report 10/2/26
Fast Money debates whether Nvidia’s record high and semiconductor strength signal a broader AI rally or a defensive trade amid rising yields.
Rate Peak or Pause?... Nike Reports Results 10/1/26
This episode of Fast Money debates whether recent bond yield reversals signal a peak in rates, with analysts weighing in on the impact of strong manufacturing data and Fed communications.
Micron Reports Results… And Sights & Sounds From Robinhood’s Hood Summit 9/30/26
Fast Money covers Micron’s strong earnings and the AI memory trade, debating whether the stock’s massive run is justified by tight supply and inference demand.
Yields Spike As Consumer Confidence Drops… And Altman Weighs In On AI Pacing 9/29/26
Fast Money covers President Trump’s White House summit with Big Tech, where leaders signed a voluntary "White House Accord" to self-regulate AI safety, signaling a green light for rapid innovation.
Rates Keep Rising… And The Quiet Playbook For A Noisy Market 9/28/26
Hosted by Melissa Lee, this Fast Money episode debates whether rising bond yields signal an economic break or are merely masked by AI-driven tech strength.
Market Resilience Despite Surge In Yields… And Options Action Ahead Of Micron Results 9/25/26
Fast Money analyzes the resilience of the stock market despite historic spikes in Treasury yields, with experts debating if the 10-year rate is headed for 6% by January.
Meta’s Rally Keeps Rocking… And A Major AI Safety Warning 9/24/26
Fast Money debates whether Meta’s Muse AI launch sustains its record-breaking rally, contrasting bullish views on transaction monetization with skepticism about hardware viability.
U.S. 10-Year Yield Hits 19-Year High… And The Ripple Effects From Meta’s Muse 9/23/26
Fast Money examines the surge in long-term Treasury yields, driven by strong economic data and hawkish Fed expectations, alongside the impact of…
Meta’s Muse Ripple Effects… And A Coiled Spring In Google 9/22/26
CNBC's Fast Money analyzes the market fallout from Meta's Muse AI agent, which triggered selloffs in brokerage and travel stocks despite Meta's gains.
Meta Surges As Muse Optimism Grows… And Novo’s Growth Plans Disappoint 9/21/26
Fast Money covers Meta's 11% surge driven by its new AI agent, Muse, which helped push the Nasdaq to a record high.
Semis At An Inflection Point… And Navigating An ‘Expensive’ Market 9/18/26
Fast Money examines semiconductor stocks at a crossroads, debating if AI capex will drive a breakout despite high valuations.
Stocks Climb as Oil, Yields Retreat… And Impact Of Fed Rate Hike On Housing Market 9/17/26
Hosted by Melissa Lee, this episode analyzes the market rally following the Fed’s rate hike, debating whether the bounce is sustainable and highlighting semiconductor oversold conditions.
Stocks Drop As Fed Hikes Rates… And Energy’s Next Move As Crude Surge Cools Off 9/16/26
Fast Money analyzes the market sell-off following a hawkish Fed rate hike, with guests debating whether the strong economy justifies higher rates or signals a policy error.
10-Year Yield Hits 19-Year High… And The Energy Outlook As Oil Surges 9/15/26
CNBC's Fast Money analyzes the market's reaction to a nearly certain Fed rate hike, with RBC's Lori Calvina warning that rising 10-year yields and an oil spike threaten equity valuations.
Rates, Oil Rise As AI Warnings Sweep Wall St… And Banking On Blockchain 9/14/26
This episode of Fast Money analyzes market resilience despite a "triple threat" of rising 10-year yields, surging oil prices, and AI safety warnings.
Last Data Ahead Of Fed Decision… And Commemorating The 25th Anniversary Of 9/11 9/11/26
Fast Money debates the high likelihood of a Fed rate hike following in-line CPI data, with analysts discussing the impact of rising global interest rates and oil prices on equities.
Oracle Reports Results… And Mortgage Rates Top 7% 9/10/26
CNBC’s Fast Money analyzes Oracle’s strong earnings and AI cloud demand, noting the stock’s resilience despite high debt.
Yields Surge, Stocks Fall… And Apple’s Foldable Phone 9/9/26
Fast Money covers rising Treasury yields and the Treasury’s unprecedented bond-buying strategy, debating if it signals market hubris.
Meta’s Latest AI Agent… And An AI-Powered Hedge Fund 9/8/26
Fast Money covers Meta’s launch of its "Muse" AI agent, sparking debate on monetization and trust, while analysts discuss inflation risks and the potential for an AI demand implosion.
Markets look past strong jobs report... And tech’s next earnings test 9/4/26
Fast Money analyzes a strong jobs report that raises the odds of a Fed rate hike, clashing with President Trump’s threats to cut trade if rates aren't lowered.
AI buildout financing in focus... And stretching into Lululemon results 9/3/26
Fast Money analyzes Meta's AI progress, Dell's post-earnings surge, and Nvidia's Hugging Face acquisition, while debating the risks of AI-driven circular financing and zero-coupon debt.
Major moves in semi stocks... And what’s next for oil 9/2/26
Fast Money debates Broadcom’s stock drop despite a beat, citing weak AI guidance and competition from Marvell, while discussing Nvidia’s potential $500 billion buyback.
Fast Money 9/1/26
CNBC’s "Fast Money" analyzes global bond yield surges and their impact on equities, alongside oil price spikes following new US strikes on Iran.
Fast Money 8/31/26
CNBC's "Fast Money" analyzes rising 10-year Treasury yields and geopolitical tensions, with Treasury Secretary Bessent and Fed Chair Powell emphasizing unity on bond markets.
Fast Money 8/28/26
Fast Money analyzes Fed Chair Kevin Warsh’s hawkish Jackson Hole speech, which raised September rate hike odds to 57% and sparked debate on market volatility.
Fast Money 8/27/26
Hosts and guests analyze Fed Chair Kevin Warsh’s upcoming Jackson Hole speech, debating whether he will signal a hawkish pivot or maintain a…
Fast Money 8/26/26
Nvidia shares surged after CEO Jensen Huang confirmed 70% revenue growth for fiscal 2028, a significant beat driven by supply constraints and strong non-hyperscaler demand.
Oil pulls back on Hormuz hopes... And a billionaire investor’s bond market warning 8/25/26
Hosts discuss falling oil prices following Iran-Oman talks, arguing energy stocks remain attractive despite lower crude.
Semis slump ahead of Nvidia results... And an NFL star’s market playbook 8/24/26
CNBC’s Fast Money analyzes the semiconductor sector’s slump, focusing on Nvidia’s upcoming earnings as a potential market inflection point amidst…
Making sense of this week’s volatility... And Nvidia earnings on the clock 8/21/26
Fast Money covers a volatile week where long-term bond yields near 20-year highs, driven by Treasury buybacks and AI capex, challenge equity momentum.
Debt worries back in focus... And Walmart misses the mark with investors 8/20/26
This episode of Fast Money analyzes a sharp rebound in Treasury yields and the market’s skepticism toward Treasury Secretary Bessent’s intervention,…
Treasury intervention sparks rate relief... And Moderna’s cancer moonshot 8/19/26
Fast Money covers the market reaction to the Treasury doubling debt buybacks, which sparked rallies in gold, Bitcoin, and energy stocks while easing long-term yields.
Rates surge around the globe... And sell the strength in energy stocks? 8/18/26
Fast Money analyzes global bond market stress as 30-year US yields hit 19-year highs, driven by record debt issuance and fiscal deficits.
Memory makes a comeback... And can gold reclaim $5k an ounce? 8/17/26
Fast Money examines the volatile rally in memory stocks, debating if the surge is sustainable against rising AI capex and interest rates.
Key week for retail on deck... And the next test for housing stocks 8/14/26
Hosted by Melissa Lee, this episode debates whether disappointing retail sales and sliding consumer confidence will derail the market ahead of major earnings from Home Depot, Target, and Walmart.
Record national debt as stocks keep climbing…and retail investor playbook 8/13/26
Fast Money debates rising US debt and high interest rates, with guest Michael Catlos warning of a "slow bleed" in credit markets despite S&P 500 record highs.