Micron Reports Results… And Sights & Sounds From Robinhood’s Hood Summit 9/30/26
Summary
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. The panel also analyzes rising bond yields and their potential impact on equity valuations, while discussing Google’s new Gemini 4 model and its implications for the AI agent market. Additionally, the show addresses the recent sell-off in bank stocks and Robin Hood’s rollout of 24/7 trading and AI tools.
Topics discussed
Sponsor: Edward Jones
Intro: Micron earnings and Robin Hood Summit
Micron earnings, margins, and AI memory demand
Macro outlook: Rates, jobs data, and AI debt
Interview: Tiffany Wade on AI, healthcare, and industrials
Sponsor: LinkedIn Hiring Pro
Google Gemini 4 launch and AI model competition
Preview: Bank stocks and Robin Hood 24/7 trading
Sponsor: Park Place Technologies
Ken Griffin's $3B gift to Carnegie Mellon
Banking sector: Weakness, valuations, and credit cycle
Market close and Moderna downgrade
Breaking: White House diesel export ban and energy stocks
Robin Hood Summit: 24/7 trading and AI agents
Stock picks and sign-off
Legal disclaimer
Sponsor: LinkedIn Hiring Pro
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