CNBC's "Fast Money"

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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Stocks ripping higher after the midterm election brought with it Democratic majority to both the House and the Senate. The areas of the market seeing the biggest boost post-election, and why a top market strategist says the Midterms didn’t erase the inflation problem. Plus, the rally extends across the world, Qualcomm delivers its earnings report, and the moves in health care and pharma after the election; what a top sector analyst makes of the moves in Novo after earnings, and the drop in CVS as the company eyes a breakup.
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Apple the latest megacap tech stock to get tripped up after reporting results, as CEO John Ternus flags higher memory prices and the impact its having on company margins.Plus, how the midterms elections will impact markets, Disney’s latest round of layoffs, and AMD reports earnings; the details from the report, and analyst reaction to the quarter.
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