Memory makes a comeback... And can gold reclaim $5k an ounce? 8/17/26
Summary
Fast Money examines the volatile rally in memory stocks, debating if the surge is sustainable against rising AI capex and interest rates. The show covers Anthropic’s $6.5B revenue run rate ahead of its IPO, Meta’s looming trial on social media addiction, and SpaceX’s post-IPO surge. Additionally, hosts analyze China’s weak economic data, gold’s price momentum, and Nike’s slide to 12-year lows.
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