Podcast Episodes
Back to SearchOracle Drops Back Down To Earth… And State Of the Consumer Ahead Of Holidays 11/12/25
Shares of Oracle lower again today, as the post-earnings pop continues to fade for the semi giant. The impact it’s having on the rest of the megacap tech names, and where our traders see the AI trade…
Published on 4 weeks, 1 day ago
Biotech Breaks Out… And AI Impact On The Real Estate Industry 11/11/25
Biotech sees a breakout, as the group keeps up with the Mag7 stocks this year. The names leading that charge, and the prognosis for the group heading into year end. Plus, An AI warning for the real e…
Published on 1 month ago
Coreweave Reports Results… And A Would Your Rather Retail Edition 11/10/25
Tech stocks seeing a rebound with an end to the government shutdown in sight. How Coreweave’s latest results are moving that name, and the action in Semis, software, and more. Plus A Retail Would You…
Published on 1 month ago
Stocks Bounce On DC Movement On Shutdown… And Bargain Hunting In Weakness 11/7/25
Stocks bouncing off their lows of the session as Democrats offer to end the government shutdown in exchange for an extension of the health care tax credit. If a deal can get done, and how it’s impact…
Published on 1 month ago
Stocks Drop As AI Trade Loses Steam… And A Cash Strapped Consumer 11/6/25
Stocks selling off as AI valuations spook investors, with Big tech leading the losses. Why one of our traders is flagging hyperscaler debt, and how it could impact the group’s next move. Plus Consume…
Published on 1 month ago
Different Reads On The Consumer… And Pharma’s Obesity Drug Price Negotiations 11/5/25
Earnings are filtering in, and companies are seeing a tale of two very different consumers. The group raising concerns about their customer base, and the names not seeing any slowdown. Plus Novo and …
Published on 1 month ago
Valuation Concerns Rise… And A Technical Take On Stock Gaps 11/4/25
Skyhigh valuations finally weighing on stocks as investors roll out of the risk-on trade. The details behind the drop in Palantir, the crypto trade, and if there’s more pain to come. Plus a lot of te…
Published on 1 month, 1 week ago
Risk-On & Risk-Off Trades Get Hit… And Insmed CEO On Stock Surge 11/3/25
Both the risk-on crypto space and the risk-off defensive staples sector getting hit today. What the dual downer means for the market, and how the Fast Money traders are positioning for November. Plus…
Published on 1 month, 1 week ago
Markets Wrap Up Strong October… And Netflix Eyes Warner Bros. Assets 10/31/25
Stocks wrapping up a not-so-spooky October, with the major indices all notching solid gains. The names helping boost the Nasdaq, and why boosted AI capex spending in two tech giants are sending the s…
Published on 1 month, 1 week ago
More Big Tech Results… And Dissecting The Latest Pharma Moves 10/30/25
Apple & Amazon the latest big tech names to report results. The headlines from the company conference calls, and what top tech analyst Gene Munster sees in store for the group. Plus Eli Lilly jumping…
Published on 1 month, 1 week ago