Fast Money 9/1/26
Summary
CNBC’s "Fast Money" analyzes global bond yield surges and their impact on equities, alongside oil price spikes following new US strikes on Iran. The panel discusses Dell’s strong earnings driven by AI server demand and Palo Alto Networks’ cybersecurity results. Additionally, they debate Apple’s momentum under new CEO John Ternus and identify industrial stocks like Caterpillar showing bullish-to-bearish reversals.
Topics discussed
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Show intro: Global bond sell-off and rising yields
Market overview: Equities down, oil up, US strikes
Guy Attali: Equity risk premium is razor thin
Global bond dynamics and AI issuance pressure
Dan Nathan: Bond market thinness and rate of change
Fed policy, inflation targets, and Treasury supply
Jobs report and Fed expectations for September hike
Treasury buybacks and lack of demand at long end
Oil surge after US attacks on Iran targets
Energy sector: Upside moves and 52-week highs
Energy security as a structural market change
Preview: Dell and Palo Alto earnings ahead
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Dell earnings: AI spillover and data center revenue
Palo Alto Networks: Strong results and valuation debate
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Google AI model release and stock performance
Apple: New CEO John Ternus and upcoming launch event
Carter Braxton: Bullish to bearish reversals in industrials
Property Play: Student housing investment trends
Final trades and closing comments
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