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Nov 12
43m 39s

Nvidia Fallout, AI Financing Risk and Ap...

CNBC
About this episode
November 12, 2026; Melissa Lee and the Fast Money traders break down Jensen Huang’s resignation, Nvidia’s selloff, the ripple effects across AI infrastructure, and the financing risks facing neocloud and AI companies. The conversation also covers rising Treasury yields, Cerebras earnings, Eli Lilly’s record run, Bitcoin’s breakdown, and whether Apple’s premi ... Show More
Up next
Yesterday
FAA Ground Stop, Anthropic IPO and What to Expect From Nvidia and Nike Next Week
NovembeNovember 13, 2026: Melissa Lee and the Fast Money traders track the breaking headlines on the FAA nationwide ground stop tied to a telecommunications outage and assess the market fallout for airlines, cybersecurity names and transportation infrastructure. The desk also deb ... Show More
42m 58s
Nov 11
Nvidia Shares Sink on New Allegations Against CEO Jensen Huang
November 11, 2026: Melissa Lee and the Fast Money traders react to breaking reports Nvidia CEO Jensen Huang had an affair with an executive at the company and that the semi giant's board could meet tonight to discuss replacing him at the helm. Odds that he'll be listed by the end ... Show More
57m 50s
Nov 10
CoreWeave Earnings, Nvidia Fallout and Rate Hikes Back on the Table
November 10, 2025; 5pm: Fast Money breaks down CoreWeave’s earnings and financing questions, Nvidia’s leadership overhang, Anthropic’s massive IPO plans, rising Treasury yields, oil’s pullback, and the technical setup for financials. The key takeaway: AI-linked trades remain vola ... Show More
43m 10s
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