CNBC's "Fast Money"

The S&P and Nasdaq notched new records at the close on Thursday, but with the delta variant spread causing companies to push back their reopening plans and consumers to rein in spending, have markets priced in risks to the reopening or are they ignoring the threat. Plus another wild day for Robinhood sees shares almost entirely erase yesterday’s gains. What’s next for the stock? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Robinhood has appropriately caught the eye of Reddit, becoming the top-talked about name on the platform as shares suge another 50% in their fifth day of trading. What this says about the power of the retail trader and the future of the online brokerage space. Plus big moves from Uber and Roku after their earnings reports. The traders break down the numbers Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Household debt rose by the biggest dollar amount since 2007 in the second quarter. So what does this say about consumer’s appetite for spending? Plus Lyft posts a surprise EBITDA profit in the latest quarter, sending shares higher after the bell. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Square shares surging more than 10% after announcing a deal to buy Australian fintech firm Afterpay. But the real question is what the deal means for big banks as they face growing competition from the financial upstarts. Plus Fundstrat’s Tom Lee joins us with a bullish forecast for August. Why he says a rising tide might just lift all sectors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of Amazon notching their worst day since May 2020 and taking the rest of the e-commerce complex down with it. What the action says about the state of the consumer, the reopening trade, and the markets. Plus another big week of earnings is on deck -- we bring you the names each trader is watching. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the last trading day of the month, Scott Wapner and the Investment Committee are joined by Scott Minerd, Guggenheim’s Chief Investment Officer, who says it may be time to sell stocks. The Committee will debate whether we’re at the peak of the market, as Minerd suggests. And later, we cover a big earnings week next week, what names should you watch out for? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Amazon on the move after its first earnings report without Jeff Bezos at the helm. We break down the numbers and bring you the trade. Plus one of the most-watched IPOs of the year -- Robinhood makes a less-than-stellar market debut. What it means for the IPO market and the retail trading boom. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of Facebook dropped after its latest earnings report after the company issued disappointing revenue guidance and posted user growth was flat in its latest quarter. Plus the Chinese Internet ETF posted its best day ever after 4 days of losses. So is it time to buy into these names? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

$6.5 trillion worth of big tech stocks reported after the bell on Tuesday, and the desk is here to break down all the numbers from Apple, Alphabet and Microsoft. Plus reports from Visa, Starbucks and AMD. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of the EV maker were higher after the company delivered better than expected earnings and revenue for the latest quarter. Loup Ventures’ Gene Munster breaks down the results. Plus Beijing’s crackdown on big tech expanding on Monday, sending shares of Chinese internet players sinking again. Should you hang onto these names or is it time to cut and run? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.