CNBC's "Fast Money"

AI stocks bouncing back with major tech stocks closing in the green. The traders break down what’s causing the switch, and whether this momentum can continue throughout earnings season. Then, Danaher sinking despite beating expectations in their earnings report. Mizuho health care strategist Jared Holz breaks down why the stock is trading at near all-time lows, and why the company might need a management change. Plus, the latest on Intel job cuts, and where the middle class is feeling pricing pressures.

Fast Money Disclaimer

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets picking up momentum to kick off the week despite the ongoing tension with Iran, with the S&P and Nasdaq closing in the green and crude settling below its intraday highs. The traders break down why the markets are seemingly shrugging off the war. Then, head of equity and portfolio strategy at CIBC Capital Chris Harvey lays out where he sees the market heading in the second half, and what investors can expect from this earnings season. Plus, a take on who could win the AI race, why Oracle can’t catch a break, and The Odyssey breathing life back into the movie theater trade.

Fast Money Disclaimer

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big tech selling off to wrap up the week as names like Microsoft, Google and Meta aggressively ramp up AI spending. The traders break down how to trade these tech giants, and if massive AI buildouts will eventually lead to growth. Then, will market volatility persist? Citi Wealth’s head of portfolio strategy J.P. Coviello lays out where he sees opportunity in a time of high volatility and geopolitical uncertainty. Plus, why selling Tesla could be the move, Netflix crumbling after a disappointing second quarter, and why the biggest IPO in history is on a six day losing streak.

Fast Money Disclaimer

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A big earnings day for markets with United Health and GE Aerospace both beating the top and bottom line, but all eyes on Netflix after falling short on revenue in its second quarter earnings.Can the streaming giant recover after a rough year? Then, sparks flying in the energy trade after New York becomes the first state to ban AI data centers. Guest trader Eli Horton of TCW Group lays out how surging data center demand is outpacing power availability, and the outlook for AI infrastructure. Plus, Google delaying its new Gemini model sends the stock sinking, new housing data, and an update on investor sentiment.

 

Fast Money Disclaimer

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple shares surging after striking a deal with Alibaba to use its Qwen AI model in Apple services in China. The traders break down where the tech giants are heading after the historic deal, and China’s broader outlook after its GDP slows. Then, semis taking big swings. Co-founder of PEAK6 Investments Matt Hulsizer gives his take on AI shortages, market volatility and Fed policies. Plus, United Airlines XXX after its second quarter earnings report after the bell, IBM falling further, what to expect from Netflix earnings.

Fast Money Disclaimer

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.