Podcast · 871 episodes
CNBC's "Fast Money", page 5
by CNBC · English
Hosted by Melissa Lee and a roundtable of top traders, “Fast Money” breaks through the noise of the day, to deliver the actionable news that matters most to investors. Fast Money airs weeknights at 5p ET on CNBC. Visit http://fastmoney.cnbc.com for additional information.
All episodes, page 5
Stocks Drop, Yields Rise… And Retail Picks Ahead Of Results 5/15/26Markets react to a “rate reckoning” as Treasury yields rise globally (10-year near 4.5%+), pressuring stocks (S&P -1%, Nasdaq -1.5%) and the AI/chip complex after NVIDIA’s earnings-related pullback.15 May 2026 · 44 min · 20 chapters
Cerebras Surges In Nasdaq Debut… And Wheelin’ & Dealin’ In China 5/14/26Fast Money episode covers: Cerebras’ blockbuster Nasdaq IPO and what it signals for the AI chip race; President Trump’s China trip and reported dealmaking (notably a claimed 200 Boeing plane…14 May 2026 · 43 min · 22 chapters
Jensen Joins The Party… And Next Move In Rates As Warsh Gets Confirmed 5/13/26Fast Money (5/13/26) covers: NVIDIA’s surge after CEO Jensen Huang joins President Trump’s last-minute China trip to Beijing; what the summit could mean for AI chips, trade, Iran, and Taiwan; and…13 May 2026 · 44 min · 20 chapters
Rates Spike, Stocks Pull Back On Rising Inflation… And CEOs Joining Trump’s China Trip 5/12/26Fast Money (5/12/26) focuses on how hotter inflation is pushing bond yields higher and pressuring stocks, while investors still chase the AI trade.12 May 2026 · 44 min · 19 chapters
Consumer Crunch Intensifies… And International Opportunity 5/11/26The episode is a Fast Money market segment focused on a “consumer crunch” and what could offset it with international opportunity.11 May 2026 · 43 min · 30 chapters
Mag7 Hiding Potential Market Trouble… And Expectations Ahead Of Trump-Xi Meeting 5/8/26Fast Money discusses a tech-led market rally driven by AI/memory semiconductors, while debating whether Mag 7 strength is masking broader weakness. They also cover macro signals (jobs vs.8 May 2026 · 47 min · 22 chapters
The Health Of The Consumer… And An Old School Options Action On Apple 5/7/26Fast Money discusses “the health of the consumer” using recent earnings and market moves, arguing spending is diverging by income (“K-shaped economy”) as gas/energy costs rise.7 May 2026 · 41 min · 20 chapters
Chip Trade Rips… And Global Stocks Rally On Mideast Developments 5/6/25Fast Money (5/6/25) covers a broad market rally tied to Middle East optimism and an AI-driven chip surge.6 May 2026 · 43 min · 19 chapters
Intel & Memory Stocks Surge… And Protagonist CEO On Drug Approval 5/5/26This Fast Money episode covers: (1) AI chip and cloud “chip-for-equity” deals boosting Alphabet/Google and the broader semiconductor rally; (2) memory stock “second life” tied to rising demand and…5 May 2026 · 43 min · 26 chapters
Oil Spikes On Latest Mideast Developments… And Opportunity In The Volatility 5/4/26Energy and markets amid Middle East escalation; retail trading behavior; AI policy vetting; logistics competition from Amazon; earnings/stock moves (Palantir, transport stocks, others); private…4 May 2026 · 47 min · 20 chapters
Can the Market Rally Continue and How Bots Are Winning the Prediction Markets 5/1/26Fast Money covers early May market records (Nasdaq and S&P at highs), whether the rally can continue after big-tech earnings, macro risks (oil “higher for longer,” Fed/volatility), yen intervention,…1 May 2026 · 43 min · 21 chapters
Digging in on Apple Earnings & Markets Wrap up a Strong Money 4/30/26The episode is a markets and earnings wrap focused on Apple’s latest results, the AI/leadership transition, and broader stock moves.30 Apr 2026 · 43 min · 18 chapters
All The Tech Earnings… And Powell’s Last Rate Decision 4/29/26The episode is a Fast Money roundup focused on big tech earnings and a Fed rate decision.29 Apr 2026 · 46 min · 21 chapters
OpenAI Concerns Hit Tech Trade… And Fed Expectations Ahead Of Powell’s Last Dance 4/28/26Fast Money episode covering (1) Wall Street Journal claims that OpenAI missed internal revenue/user growth targets, pressuring the AI “big tech trade” and hyperscaler spending expectations, and (2)…28 Apr 2026 · 44 min · 26 chapters
All The Semi Swings… And The Pulse Of The Retail TraderFast Money episode covering record-high markets and a “semi swing” driven by AI momentum, with debate over whether chip rallies (especially Intel, NVIDIA, memory) are mania/bubble vs.27 Apr 2026 · 41 min · 25 chapters
Intel Posts Best Day Since 1987 and Counting Down to Big Tech Results 4/24/26Fast Money covers Intel’s 23%+ rally after earnings and strong guidance, driving semiconductors higher; debates whether it signals an “all clear” for the AI trade.24 Apr 2026 · 43 min · 25 chapters
Intel On The Move After Reporting Results… And “Nonchalant” Market Warning 4/23/26Fast Money covers Intel’s first-quarter earnings beat and surge to/near all-time highs, whether the rally is sustainable, and how the broader AI chip “rising tide” affects semis.23 Apr 2026 · 46 min · 23 chapters
Tesla On The Move After Reporting Results… And Picks & Shovels Of AI Trade 4/22/26Fast Money episode centers on market reaction to earnings and the “picks and shovels” AI trade.22 Apr 2026 · 44 min · 20 chapters
Intel On A Tear Ahead Of Earnings… And Trump’s Fed Chair Nominee On The Hill 4/21/26Fast Money (4/21/26) covers: (1) U.S.-Iran ceasefire extension and Strait of Hormuz blockade implications for oil, volatility, and global growth; (2) market positioning around earnings and macro…21 Apr 2026 · 44 min · 23 chapters
Stocks Lower As Iran Ceasefire Nears Expiration… And The Wall St. Mentalist Joins FM 4/20/26Fast Money episode covering market moves and major corporate/government headlines: Apple CEO Tim Cook stepping down (John Ternus becomes CEO Sept 1), Fed nominee Kevin Warsh’s Senate confirmation…20 Apr 2026 · 46 min · 21 chapters
Stocks Surge, Crude Tumbles as Hormuz Reopens… And Tech Earnings On Deck 4/17/26Markets rally on end-of-war hopes after Iran says the Strait of Hormuz is “completely open,” triggering a sharp oil selloff (WTI down ~12% to just under $84; Brent down ~9%) and a broad “risk-on”…17 Apr 2026 · 44 min · 22 chapters
Netflix On The Move After Reporting… And Mideast Energy Infrastructure Damage 4/16/26The episode is about markets and earnings: Wall Street’s tech-led rally (Nasdaq 12 straight up sessions) versus warning signs from inflation, oil volatility, and consumer sensitivity.16 Apr 2026 · 44 min · 20 chapters
Mag7 Laggards Take A Leap… And The Oulook For Critical Minerals 4/15/26Fast Money episode covering (1) Mag 7 stock momentum—Tesla’s AI chip news and Microsoft’s potential software/earnings bounce—plus broader market rotation; (2) U.S.-China-Iran tensions after China…15 Apr 2026 · 44 min · 19 chapters
Big Tech Bounce… And An Economic Warning From JPMorgan CEO Jamie Dimon 4/14/26Fast Money covers a broad market “bounce” led by Big Tech/MAG-7 and semiconductors, plus financials strength, Bitcoin breaking key levels, and sector-specific debates (software/AI, autos, Netflix,…14 Apr 2026 · 44 min · 17 chapters