2166 episodes
The Epicenter of the AI Trade…. And Looking Ahead to the Fed Rate Decision 7/28/26
28/07/2026 | 44 mins.All eyes on the AI trade as earnings from NXP Semiconductors and Seagate Technology Holdings report after the bell. The traders break down what the results mean for the broader tech trade, as the SMH closes out its fourth day of losses. Then, former Founder & CEO of Geometric Intelligence Gary Marcus lays out the impact of circular AI financing and whether an AI buildout could actually be profitable. Plus, how the market will react to a possible rate hike tomorrow, where retail traders are seeing opportunity, and Ford and Visa on the move after 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.- A big week for big tech as investors await earnings from names like Microsoft, Meta and Apple all reporting later this week. Cboe head of Derivatives Market Intelligence Mandy Xu comments on increasing risk aversion among investors, and why single-stock volatility is surging as tech giants release earnings. Then, SpaceX preparing for landing, now almost 50%off its all-time high and trading below its IPO price for the last eight sessions. The traders break down where the world’s biggest IPO went wrong and how investors can trade the aerospace giant. Plus, software stocks rebounding, the state of luxury real estate, and how industrials are benefitting from AI buildouts.
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 rocky tech earnings season continues next week after names like Alphabet, Intel and Tesla tumble upon Q2 results. The traders discuss whether the AI trade is losing steam, and what to expect from Apple’s earnings next Thursday. But while tech tumbles homebuilders soar as the home sales report shows new home sales climb in June. Then, president of Bianco Research Jim Bianco breaks down the economy’s real inflation concern and why he’s looking towards the AI trade despite its volatility. Plus, the latest out of Iran, HSBC’s initiates SpaceX, and why the railroad trade is picking up steam.
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. - The traders talking all things Intel after the company’s second quarter earnings, and what the results mean for the broader tech trade. Then, what a yield spike means for the economy ahead of the July Fed meeting next week. Chief economist at Ernst & Young Greg Daco lays out why investors should not expect a rate hike at the Fed meeting, and what Fed policy could look like in the second half. Plus, Brent topping $100 a barrel on the back of Iran tensions, data on Eli Lilly’s newest GLP-1, and Google and Tesla plummeting on the back of 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. - We’re watching shares of Alphabet, IBM, ServiceNow and Tesla after their latest earnings reports. Gene Munster of Deepwater Asset Management breaks down the numbers and how to trade big tech in the second half. Plus, what’s next for the crypto market, and a former WNBA player on the $3 billion women’s sports market.
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.
More Business podcasts
Trending Business podcasts
About CNBC's "Fast Money"
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.
Podcast websiteListen to CNBC's "Fast Money", The Diary Of A CEO with Steven Bartlett and many other podcasts from around the world with the radio.net app

Get the free radio.net app
- Stations and podcasts to bookmark
- Stream via Wi-Fi or Bluetooth
- Supports Carplay & Android Auto
- Many other app features
Get the free radio.net app
- Stations and podcasts to bookmark
- Stream via Wi-Fi or Bluetooth
- Supports Carplay & Android Auto
- Many other app features


CNBC's "Fast Money"
Scan code,
download the app,
start listening.
download the app,
start listening.
CNBC's "Fast Money": Podcasts in Family

























