CNBC's "Fast Money"

Global yields hit multi-decade highs, putting renewed pressure on stocks. The traders chat with CNBC’s Rick Santelli about the backup in rates, while RBC’s Lori Calvasina makes sense of the overall market impact. Then, the Chart Master Carter Worth makes the case that it could be time to take profits in oil refiners. Plus, Curaleaf’s CEO discusses a cannabis takeout target, semis lose momentum and what to expect from Target results tomorrow.

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Storage stocks lead the semi rally as Trump administration officials look to steer Apple away from Chinese chips. The traders debate the health of the AI trade amid new commentary from leaders of OpenAI and Anthropic. Then, Vanda’s Jens Nordvig explains how prolonged dollar weakness could send gold prices surging. Plus, the countdown to Meta’s child safety trial, Nike stumbles to 12-year lows and how to trade home improvement stocks into earnings.

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With the bulk of earnings season in the rearview, the attention shifts next week to reports from retail giants including Target, Walmart and Home Depot. The traders give their picks for the best-positioned retail stocks now. Then, Compass’ Mike Simonsen weighs in on the big week of housing data ahead and what it could signal about the next move in interest rates. Plus, Disney’s new CEO speaks to CNBC, the traders lay out their charts of the week and why the electric sports car market is stuck at a red light.

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The national debt topping 40 trillion as stocks keep setting new records.The traders debate if the disconnect is too big to ignore. Then, MooMoo U.S. CEO Neil McDonald shares the latest read from the retail investor and how their strategies are changing thanks to AI. Plus, what’s next for Netflix after Pershing Square’s Bill Ackman new stake, Birkenstock finding its footing after earnings and Applied Materials latest quarterly results.

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The traders debate what’s driving strength in the AI trade today, as stocks like CoreWeave, Nebius and Super Micro all surge double digits. We also get a fresh read on the AI buildout, with Cisco reporting Q2 numbers after the close. Then, BofA Securities’ U.S. economics head explains why three rate hikes this year could still be in the cards--even on the back of a muted CPI print. Plus, Google’s new AI smartphone lineup, a landmark social media trial hitting Meta and the big moves in restaurant stocks catching the attention of our traders today.

 

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