Deepseek rattles the market to start off the week. Today on Morning Brief, anchors Brad Smith and Seana Smith tackle the biggest market stories and speak to top Wall Street experts ahead of the opening bell. Our hosts analyze some of the top trending tickers: Nvidia (NVDA), AT&T (T), SoFi (SOFI)
Takeaways:
Global tech stocks are declining amid concerns abou ... Show More
Feb 2026
Walmart cautious, futures lower, Iran tensions rise
Futures point lower as investors weigh cautious guidance from Walmart and rising geopolitical risk tied to Iran. Dow futures fall about 166 points, with the S&P 500 and Nasdaq 100 also in the red. Markets are watching consumer data and oil prices for the next signal. Walmart mode ... Show More
25m 17s
Feb 2026
US lags global surge, valuation gap widens, Japan energy deal advances
Stocks are rebounding after another AI-driven sell-off, with housing starts and durable goods topping estimates despite December declines. Still, US equities are off to their worst relative start since 1995, as investors await the GDP report and reassess positioning. The S&P 500’ ... Show More
25m 17s
Feb 2026
Tech sell-off deepens, AI disruption debate, IPO window tested
Futures are lower after the holiday break, with Nasdaq 100 futures off about 0.7% as investors digest last week’s worst stretch since November. The AI transition remains the central driver, with traders watching earnings commentary and capital expenditures discipline for clarity. ... Show More
24m 53s
Jan 2025
SOTS 2nd Hour: Big Tech Gets Wrecked, A Quantum Slump, the State of Commercial Real Estate 1/8/2025
<p>Carl Quintanilla, Sara Eisen and David Faber began the show with stocks in the red as higher yields continued to bite. Sara broke down the morning’s data – ADP & Jobless Claims – ahead of a big interview with Outgoing Treasury Secretary Janet Yellen, and the team discussed the ... Show More
42m 58s
Sep 2021
Tech Stock Sell-off, Carl at the Code Conference, Countdown to Powell and Yellen on the Hill, Ford's $11.4B bet on EVs, and the CEO of Robinhood Fires Back At Critics
Jim Cramer and David Faber led off with a rough start for the markets: Tech stocks in sell-off mode as the 10-year note yield hits a fresh three-month high. Jim and David focused on the mega-cap tech names and whether now is the time to buy. Speaking of tech: At the Code Conferen ... Show More
43m 20s
Apr 2023
Monster week ahead for earnings - Plus, Tesla stock hits the skids 4/21/23
<p>Wall Street is getting ready to hear from tech heavyweights including Alphabet, Meta Platforms and Amazon. The “Fast Money” traders tackle whether next week is the real test for markets with tech front and center. And, why Tesla’s big drop is revving up a number of shareholde ... Show More
22m 54s
Mar 2025
SOTS 2nd Hour: Prepping For The Fed, Google’s Biggest Acquisition EVER, and Time To Look Overseas? 3/18/25
<p>Stocks kicking off the morning in the red – David Faber, Michael Santoli, and Sara Eisen broke down the latest on the Fed front and where rates could be headed tomorrow. Why T. Rowe Price CIO Sébastien Page says to bet on international equities here over the SPX – plus, what C ... Show More
42m 52s
Feb 2023
Negative market sentiment at the end of the week
<p>Investors are beginning to adjust to the prospect of higher interest rates, dragging down markets around the world. Meanwhile, job cuts in the tech sector continue, with Yahoo being the latest big tech name to announce layoffs. Manuel Villegas, Next Generation Research analyst ... Show More
7m 21s
Mar 2023
Fedspeak Effect on Markets, Retail and Tech Earnings Reaction, Tesla Stock Popularity 3/3/23
<p>David Faber, Scott Wapner and Mike Santoli discussed the impact Fedspeak on interest rates is having on the markets - with the 10-year note yield hovering around four percent and the S&P 500 poised to snap a three-week losing streak. Is the stock market appropriately priced? T ... Show More
42m 5s