CNBC's "Fast Money"

November 11, 2026: Melissa Lee and the Fast Money traders react to breaking reports Nvidia CEO Jensen Huang had an affair with an executive at the company and that the semi giant's board could meet tonight to discuss replacing him at the helm. Odds that he'll be listed by the end of the weak soard on prediction market Kalshi.

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November 10, 2025; 5pm: Fast Money breaks down CoreWeave’s earnings and financing questions, Nvidia’s leadership overhang, Anthropic’s massive IPO plans, rising Treasury yields, oil’s pullback, and the technical setup for financials. The key takeaway: AI-linked trades remain volatile as investors weigh funding, valuation, leadership risk, and shifting market breadth.

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November 9, 2026; 5pm: Fast Money breaks down Nvidia’s selloff amid investigations into Jensen Huang’s alleged relationship with an accused Chinese spy, plus what the controversy could mean for the AI trade, U.S.-China policy and chip stocks. The desk also discusses the broader market rally, oil-sensitive consumer names, Bitcoin’s weakness, Eli Lilly's latest trial data and CoreWeave options positioning.

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Tech seeing a small rebound today as investors bought the dip in battered AI stocks and reacted to today’s stronger-than-expected jobs report. How the traders are handling the biggest movers, and what one chief investment strategist makes of the volatility. Plus, the Cybertruck headlines charging up shares of Tesla, what the Chartmaster makes of the ‘safety-trades’, and why one AI expert sees this week’s moves as the end of an era for the AI trade.
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Stocks selling off on Wall Street and reversing yesterday’s post-election gains. Tech and AI leading the declines and dragging the Nasdaq into correction territory, but China markets brushing off the U.S. losses and extending yesterday’s rally. How the traders are setting up for tomorrow’s session, and what today’s moves mean for the AI trade as we know it. Plus, more after-hours action as Airbnb and Lyft deliver their earnings reports, a check on the cost-conscious consumer ahead of the holidays, and why a top crypto expert is still bullish on bitcoin despite today’s broad market declines.
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