A check in on the housing market, as builder sentiment drops to a 5-month low. The concerns they have over looming tariffs, and the latest results out of one of the top players in the space. Plus Pharma in focus, as the country’s health agencies deal with funding cuts and personnel changes. How industry execs are positioning, and what billionaire investor Ma ... Show More
Yesterday
10-Year Yield Hits 19-Year High… And The Energy Outlook As Oil Surges 9/15/26
Stocks getting hit as the 10-year treasury yield soars to a 19-year high ahead of tomorrow’s Fed rate decision. The likelihood of a hike, and what it will mean for markets heading into the Fall. Plus OpenAI CEO weighs in on AI safety concerns, Goldman Sachs nears a key level, and ... Show More
43m 43s
Sep 14
Rates, Oil Rise As AI Warnings Sweep Wall St… And Banking On Blockchain 9/14/26
Stocks mostly shaking off rising rates and oil prices, as AI leaders sound the alarm on potential threats from the fast-growing tech. How the Fast Money traders are navigating the market moves, and how it all sets the stage ahead of the Fed rate meeting this week. Plus, cyber sto ... Show More
43m 35s
Sep 11
Last Data Ahead Of Fed Decision… And Commemorating The 25th Anniversary Of 9/11 9/11/26
The Fed getting its final data reading before next week’s rate decision. How this morning’s CPI number all but cemented a hike, and where stocks will go after snapping a four-day losing streak. Plus, analyst reaction to the crude cool down, charting Amazon’s next move after its r ... Show More
43m 27s
Sep 2025
Watching the Homebuilders, EPS Revisions, Investor Sentiment, Capex, and Flows
The big things you need to know: • First, weakness in Homebuilders doesn’t bode well for the recent outperformance of Small Caps. • Second, we’ve continued to see some slippage in earnings sentiment (the rate of upward EPS estimate revisions) for the S&P 500, which has been drive ... Show More
6m 41s
Feb 2025
SOTS 2nd Hour: M&A Under Trump, Tariff Tech Picks, & DeepSeek-ing New Funds? 2/19/25
<p>Carl Quintanilla and Courtney Reagan broke down today’s market set-up after President Trump laid out new tariff threats for 3 key industries: Autos, Pharma, and Semiconductors. Stocks under pressure as earnings from a number of sectors disappoint: Toll Brothers results hitting ... Show More
41m 37s
Apr 2025
SOTS 2nd Hour: Tariff Updates, Earnings Wrap-up, and Is This Rally Real? – plus: Coca-Cola CEO Talks Results 4/29/25
<p>Fresh news on the tariff front when it comes to potential deals – and hopes of relief for the automakers… Carl Quintanilla, Sara Eisen, and David Faber broke down the latest from the White House, alongside the morning’s biggest earnings stories: from GM pulling guidance and de ... Show More
42m 32s
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