Podcast Index

Podcasts

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CNBC's "Fast Money"

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CNBC's "Fast Money"

CNBC

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

July 02, 2026 5:19pm 1:00

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 mar...

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

July 01, 2026 5:08pm 43 min

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 th...

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

June 30, 2026 5:07pm 44 min

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 ...

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

June 29, 2026 5:10pm 43 min

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. chi...

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

June 26, 2026 5:22pm 50 min

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 i...

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

June 25, 2026 5:17pm 43 min

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, w...

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

June 24, 2026 5:12pm 43 min

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

June 23, 2026 5:14pm 43 min

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. ...

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

June 22, 2026 5:13pm 43 min

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 s...

Full Circle Moment for Markets … And Looking Ahead to the Biotech IPO Boom 6/18/26

June 18, 2026 5:14pm 43 min

A full circle moment for markets as crude oil stoops to its lowest levels since the start of the Iran war and average gas prices drop less than $4 a gallon. Can consumers breathe a sigh of relief or will prices bounce ba...

An Overhaul of Fed Operations… And Terry Duffy Steps Down as CME Group CEO 6/17/26

June 18, 2026 2:00pm 43 min

U.S. treasury's surge while stocks drop as Chairman Kevin Warsh leads his long-anticipated first Fed meeting. What we learned from his press conference, and the major overhaul coming to Fed operations. Then in a CNBC exc...

SpaceX Impact On The Rest Of Techy… And Will the Crypto Winter Thaw? 6/16/26

June 16, 2026 5:13pm 43 min

SpaceX continues to make history, shooting up 55% since its debut and overtaking Microsoft as the 4th largest U.S. company by market cap… but at what cost? The traders break down how the overwhelming success of the Space...

Proposed Iran Peace Deal Sparks Market Rally… And the Future of Perpetual Futures 6/15/26

June 15, 2026 5:14pm 43 min

A pending peace deal with Iran sparks optimism as oil prices fall and the Dow hits an all-time high. The traders discuss what investors can expect from a potential end to the war and how that impacts the Fed decision at ...

SpaceX IPO Soars in Trading Debut… And Looking Ahead to Warsh’s First Fed Meeting 6/12/26

June 12, 2026 6:08pm 43 min

SpaceX’s public debut on the Nasdaq makes history, reaching over $2 trillion in market cap and minting Elon Musk as the world’s first trillionaire. Wedbush Securities Global head of tech research Dan Ives breaks down Spa...

Stocks Surge On Potential End Of War… And Countdown to SpaceX Public Debut 6/11/26

June 11, 2026 5:14pm 43 min

Markets rally after Trump decides to cancel strikes against Iran, and says a peace deal is near. The latest out of the Middle East, and how the traders are positioning into the end of the week. And all eyes are on SpaceX...

Markets Drop As Uncertainty Rises… And Oracle Reports Results 6/10/26

June 10, 2026 5:13pm 43 min

Stocks selling off as investors digest the latest developments out of the Middle East, and the highest inflation read in over three years. SMBC Americas’ Chief Economist Joe Lavorgna lays out his take on the CPI report, ...

A Decline in Chip Stocks Becomes Market Sell-off… Where Tech Sector is Heading 6/9/26

June 09, 2026 5:09pm 44 min

A strong start for chip companies suddenly took a turn for the worse in a market sell-off. The traders break down what the reversal means for chip price levels and the broader tech market going forward. Then, Kalshi Co-f...

Headlines From Apple’s WWDC… And Will Markets Recover from Recent Pullback? 6/8/26

June 08, 2026 5:12pm 43 min

Apple ramps up its AI strategy at its Worldwide Developers Conference as the traders break down the tech company’s position in the AI race and where Apple is heading next. Then, why energy stocks are jumping, questions o...

Stocks Tumble To Wrap Up Week… And Tim Cook’s Last Developer’s Conference 6/5/26

June 05, 2026 5:20pm 43 min

A bleak day for markets as the Dow, S&P 500 and NASDAQ all tumble to wrap up the week. The semi stocks leading the sell-off, and if this is the start of a broader pullback. Head of Macro Strategy at Wells Fargo Mike Schu...

A Market Rotation Underway… And Reaction to LuluLemon’s Latest Results 6/4/26

June 04, 2026 5:08pm 44 min

A mixed day for markets, as investors seemingly rotate out of tech and into financials. How the recent drops in semi stocks could be fueling the record runs in money centers and investment firms, and where our traders ar...

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