CNBC's "Fast Money"

Title: A Big Tech Pullback… And Time to Sell Tesla? 7/17/26 17.07.2026 43λ

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

Netflix Earnings Results… And What’s Next for the Energy Trade 7/16/26 16.07.2026 43λ

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

Apple’s Alibaba Partnership… And Making Sense of Market Volatility 7/15/26 15.07.2026 44λ

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

Software Sinks After IBM Losses… And a June CPI Reversal 7/14/26 14.07.2026 43λ

Software stocks falling on the back of International Business Machines releasing a bleak earnings warning, causing the stock to lose a fourth of its value. The traders break down what the plummet means for the broader software market and why the fall could be a buying opportunity. Then, the June CPI results coming in softer than expected, cooling from months-long upward moves. Former Dallas Fed president Richard Fisher gives his thoughts on what the reversal means for Fed policy and why he isn’t saying goodbye to inflation yet. Plus, bank earnings season kicking off with Goldman Sachs soaring but Citigroup sinking, the latest on the Iran blockade, what’s next for SK Hynix. Fast Money Disclaimer

Rates Rise Ahead of Bank Earnings… And Oil Prices Surge 7/13/26 13.07.2026 43λ

Treasury rates soaring to kick off the week, trading near highs not seen since the start of the Iran war. The traders break down the trend and what it means for bank earnings starting tomorrow. Then, Dow Jones Energy chief oil analyst Denton Cinquegrana gives his take on future oil prices and whether consumers can expect gas prices to fall back down to their June levels. Plus, Apple trading at record highs but SK Hynix hitting all-time lows, and SpaceX orbiting its initial offering price. Fast Money Disclaimer

SK Hynix Debuts on the Nasdaq… And Looking Ahead to Big Bank Earnings Results 7/10/26 10.07.2026 43λ

SK Hynix begins trading on the Nasdaq in the second largest U.S. listing ever, raising over $26 billion and closing 13% above opening price. Tech strategist and analyst Dan Ives breaks down where the South Korean tech giant is heading next and what the IPO means for the memory market. Then, big banks heading into another strong earnings season next week. The traders lay out why Wall Street is expecting good results, and whether the results are sustainable long-term. Plus, Apple trading near record highs, Delta shares slipping despite its earnings report soaring above expectations, and Meta’s best week since 2024. Fast Money Disclaimer

Counting Down to SK Hynix Offering… And A Major Warning Sign in the Market 7/9/26 09.07.2026 43λ

Investors eyeing the AI trade this week anticipating the biggest U.S. listing by a foreign company ever. The traders break down what to expect when SK Hynix joins the Nasdaq tomorrow, and why U.S. shares could trade at a permanent premium. Then, Yen vs. Dollar hitting 40-year lows this month waving major red flags for the market. BK Asset Management managing director of FX strategy Kathy Lien lays out the dangers of Japan and U.S. rate differences and what policies could arise from Yen weakness. Plus, shares of PepsiCo falling after mixed second-quarter results, existing home prices at all-time highs, and how the World Cup is causing a spending spike across major cities. Fast Money Disclaimer

Oil Surges After U.S. Iran Strike… And Fed Minutes Results 7/8/26 08.07.2026 43λ

Oil prices skyrocketing after President Trump strikes Iran overnight and announces the U.S.-Iran ceasefire is effectively over. Where the war is heading, and whether investors can expect oil to keep climbing. Then, the latest out of the Fed as the open market committee’s minutes report comes out. Head of investment strategy at Bryn Mawr Trust Andrew Davis gives his take on the new Fed communication framework, and why he’s expecting financials and health care to outperform come earnings season next week. Plus, Nvidia falling behind, Apple taking a $30 billion bite out of Broadcom, and the latest read on Auto sales. Fast Money Disclaimer

U.S. Banking Boom…And Record Stock Run for Kymera Therapeutics 7/7/26 07.07.2026 43λ

Financials surging as investors countdown to second quarter bank earnings next week, expecting major growth. The traders break down what the results could mean for these names and whether banks will see major gains. Then, shares of Kymera Therapeutics soaring as its Eczema drug trial timeline moves faster than expected. The firm’s founder, president and CEO Nello Mainolfi talks trial data and where the company is heading next. Plus, SpaceX stock plummeting despite bull calls on the Street, the media market under pressure, and Coke hitting all-time highs back to its century-old IPO. Fast Money Disclaimer

CNBC Special: How a Blacklisted Chinese Tech Firm Is Expanding in the U.S. 7/7/26 07.07.2026 26λ

CNBC's Melissa Lee speaks with David Li, Hesai's co-founder and CEO, about the company's partnership with Nvidia, concerns over potential cybersecurity risks, and how Hesai is responding as scrutiny of Chinese technology firms continues to grow.

Tech Bounces Back… And SpaceX Joins the Nasdaq 100 on Fast Track 7/6/26 06.07.2026 43λ

Stocks starting the week in the green as chip stocks rally and Apple notches its fourth straight day of gains. The Fast Money traders break down the rebound in semis and what it says about the broader market. Then, SpaceX joins the Nasdaq-100 in a historic fast-track inclusion. Niles Investment founder Dan Niles breaks down the index’s better-than-average performance and why he’s bullish on the diversified market until later this month. Plus, Dell surges after Trump’s endorsement, the backlash against tokenmaxxing, and how the World Cup is causing a prediction market surge. Fast Money Disclaimer

Market Rotation Amidst Weak Jobs Report… And Exclusive Interview with President Trump 7/2/26 02.07.2026 1ώ

The June jobs report cutting analyst expectations in half fueling a market rotation out of large-caps and into smaller companies and industrials. FarrCrest Capital chairman Michael Farr gives his take on a broadening market after the disappointing jobs report, and what the Fed’s rate policy could look like in July. Then, President Donald Trump sits down with CNBC’s Joe Kernan for an exclusive interview. Fast Money Disclaimer

Dow Touches Fresh Record To Start 2nd Half… And A Big Bull Case On Strategy 7/1/26 01.07.2026 43λ

Stocks kicking off the second half in the red after the Dow touched a fresh record high in the session. Why tomorrow’s June jobs report could mean good news for the economy, but bad news for markets as investors await the Fed’s next rate decision. Then, Strategy sees big gains after announcing its new approach with bitcoin. Benchmark senior analyst Mark Palmer lays out what this means for the bitcoin holder, and why he sees the stock surging nearly 500%. Plus, Meta’s cloud business ventures, Walmart’s rough few months, and top dividend kings. Fast Money Disclaimer

The Best First Half Ever for Semis… And Nike Report Results 6/30/26 30.06.2026 44λ

The first half of the year ends with chips and semiconductors soaring and software sinking. How the Magnificent 7 can stay afloat after the major software losses, and if gains in the chip and semi space will continue in the second half. Then, Neuberger senior research analyst Kevin McCarthy lays out what’s next for Nike after its fourth-quarter earnings results, and if investors are running to other discretionaries. Plus, Bitcoin on track for its lowest levels since 2024, the trillion-dollar defense industry, and telecom trading at near-two year lows. Fast Money Disclaimer

Apple Potential Blacklisted China Chipmaker Deal …And Optimism In The Second Half 6/29/26 29.06.2026 43λ

Tech recovering to kick off the week, but all eyes are on Apple, as the company seeks approval to buy chips from blacklisted Chinese company CXMT. How the Trump admin will respond, and what it could mean for the U.S. chip trade. Then, Jefferies chief market strategist David Zervos gives his take on the Supreme Court’s block of Trump’s attempt to fire Lisa Cook, and why he’s still bulled up for the second half of the year. Plus, Microsoft’s next move as it paces for its worst month since 2000, Comcast stock surges after announcing plans to spin off NBCUniversal and Sky, and if Nike can bounce back from its rough year with its earnings report tomorrow. Fast Money Disclaimer

Is the Tech Slump Here to Stay?… And Opportunities Outside of Software 6/26/26 26.06.2026 50λ

A rough week for Big Tech as investors shy away from AI and memory stocks. Deepwater Asset Management’s Gene Munster lays out why the AI trade may not be dead and how investors can navigate the tech sell-off. Then, why investors might find better returns outside of the software trade in lower-middle-market businesses. Plus, the next move in biotech after a big week, SpaceX falls back down to earth, and if Nike can run past its rough year when results cross the wires next week. Fast Money Disclaimer

Micron and Memory Vs. Everyone Else… And What’s Sparking a Bitcoin Sell-off? 6/25/26 25.06.2026 43λ

Micron surging on the back of its earnings report but leaving hardware stocks worse for wear. The impact on device makers like Apple, Microsoft, and Dell, and if the memory surge is crowding out the rest of tech. Plus, where is AI heading after a rough week for tech? One Point BFG Wealth Partners CIO Peter Boockvar warns investors of a faltering AI trade but also lays out where he sees an important buying opportunity. Then, massive bitcoin outflows hit the crypto market, SpaceX prepares for landing near its IPO price, and airline stocks gaining altitude. Fast Money Disclaimer

Micron Earnings Results… And Are Fed Rate-Hikes on the Horizon? 6/24/26 24.06.2026 43λ

Big tech tumbles as investors anticipate the after-hours Micron earnings report. Where the memory giant is heading and what it means for the broader AI market. Then, OpenAI unveils a deal with Broadcom to make its first custom chip, and housing stocks skyrocket after Trump cancels signing a bipartisan affordable housing bill. Plus, FedWatch Advisors CIO & founder Ben Emons breaks down where he sees the tech trade heading and why he predicts the Fed is on hold. Fast Money Disclaimer

Memory Losses Hit Tech… And Will Oil Prices Drop Even Further? 6/23/26 23.06.2026 43λ

Tech stocks plummeting even further today as investors seemingly dip out of the AI trade. RBC’s Lori Calvasina breaks down what the losses mean for the future of tech and why she remains optimistic despite the struggle. Plus, major after-hours earnings reports from Cerebras and Fedex — what the results mean for the future of the AI chipmaker and transportation company. Then, what Iranian oil re-entering global markets could mean for domestic oil prices, and why it might be time to sell 2 powerhouse investment banks. Fast Money Disclaimer

AI and Software Stocks Struggle… And the Best Buys in Biotech 6/22/26 22.06.2026 43λ

An AI and Software slump kicking off the week in a tech sell-off with Google, Amazon and Microsoft all ending the day in the red. The traders break down what tech investors can expect from the losses and if this is the start of a bigger trend. Then, will a luxury property tax in New York City spark market unrest? Sotheby’s International Realty president and CEO Philip White breaks down NYC’s ‘pied-à-terre tax’ taking effect next week, and how he believes people will react. Plus, Chevron and Microsoft strike a deal, why now is the best time to invest in biotech, and can Netflix recover from its losing streak? Fast Money Disclaimer