CNBC's "Fast Money"

Paul Sankey, energy analyst and founder of Sankey Research, explains why oil may now have a higher price floor and what shipping and Strait of Hormuz risks mean for supply. He outlines potential long-term damage to Middle East flows and gives a near-$60 sustainable floor estimate. The conversation centers on supply disruptions, insurance and infrastructure impacts, and upside price risks after crude topped $100.

Mark Zandi, chief economist at Moody's Analytics, explains the macro fallout from surging oil and gas costs. He discusses how higher fuel prices pinch household budgets and push up costs across goods and services. Short takes cover potential winners in chemicals and pharma, bank stress from private credit, and whether oil-driven inflation will force policy shifts.

Markets wobble as crude surges and interest rates tick up, sending stocks lower. Debate over whether private credit is facing a real crisis or an overblown scramble. Software names buck the decline while energy and housing tradeoff fundamentals and momentum. Crypto enforcement updates and retail and healthcare earnings add to the market crosscurrents.

Markets surge as investors parse developments from the Iran conflict and its ripple effects on oil, rates, and currencies. The conversation highlights which sectors are leading the rebound and whether software stocks can recover from recent weakness. A deep dive into AI-related chip demand, buybacks, and how energy disruptions could shape consumer spending rounds out the discussion.

Eamon Javers, a Washington correspondent reporting on D.C. developments around the U.S.-Iran conflict, and Halima Croft, RBC Capital Markets' Global Head of Commodity Research, unpack geopolitics and energy. They discuss market volatility from the Iran war, oil and Strait of Hormuz risks, LNG and global gas stress, and how an oil shock could pressure consumer spending.

Markets snap back after midday selloffs tied to U.S.-Iran tensions. Energy and shipping disruptions drive talk of $100+ oil scenarios and supply risks. Jamie Dimon’s warning about private credit stress sparks debate on bank vulnerabilities. Software stocks rally as AI reshapes trading tools and prediction markets.

Markets sell off on hot inflation as credit concerns rattle banks, credit card firms and asset managers. Traders debate whether AI hype or widening credit spreads explain the financial rout. A deep dive into the software slump highlights beaten-down names and where to look for selective opportunities amid volatility.

Tom Rogers, media executive with deep M&A experience, breaks down the Warner Bros. Discovery bidding fracas. Dan Nathan, options-savvy market commentator, flags trading implications. Guy Adami, seasoned trader, discusses short- to medium-term market moves. Tim Seymour, macro investor, explores thematic rotation. They tackle Nvidia’s post-earnings slide, semiconductor versus software rotations, CoreWeave and hyperscaler dynamics, China tech weakness, and the Paramount vs Netflix battle for WBD.

NVIDIA’s blockbuster quarter and the $78 billion guide get front-and-center scrutiny alongside debates on margins and competition. Housing and homebuilder stress flashes warning signs after retailer commentary. Retail trends and consumer affordability are explored through Tanger Outlets and Charles Schwab’s take on retail trader sentiment. Pentagon scrutiny of AI firms and software sector caution add geopolitical and market-risk color.

Danny Moses, founder of Moses Ventures and former Big Short trader, brings contrarian market views on valuation dislocations and credit risks. He discusses AI-related complacency and bubbling valuations. He digs into private credit stress signals like Blue Owl and liquidity risks. He also examines whether real estate lending momentum can hold after a strong start to the year.