CNBC's "Fast Money"

Anna Azalian, AccuWeather meteorologist, briefs on a powerful Northeast blizzard and travel disruption. Paul Horvath, founder of Orchard Global and private credit investor, breaks down private credit stress, asset-heavy lending, and European opportunities. They also touch on tariffs, banking fragility, AI demand risks, and crypto dipping below $65K.

Contessa Brewer, on-location reporter covering prediction market buzz before the big game. Tim Seymour, macro investor giving trade calls. Stuart Kaiser, equity trading strategist on flow and positioning. Bono, trader offering technical and sector rotation color. They debate whether the sharp rebound is a mini correction or a deeper shift, weigh AI and software pressures, and unpack Bitcoin’s quick snapback.

Mackenzie Cigalos, CNBC reporter who breaks down Alphabet’s quarterly numbers and conference call. Jared Holtz, Mizuho healthcare sector specialist who analyzes Eli Lilly and Novo Nordisk results. They cover Alphabet’s big CapEx guide tied to AI infrastructure and its market implications. They also unpack diverging trajectories in the weight‑loss drug race and what that means for pricing and strategy.

A deep dive into a broad tech and software sell-off as AI-driven disruption reshapes valuations. Discussion of Nvidia’s comments and semiconductor strength amid software multiple contractions. Coverage of AMD and Chipotle results, Bitcoin’s slide, and Novo Nordisk’s sales warning. Debate over private credit exposure to risky software loans and underwriting resilience.

A deep dive into massive AI financing moves, including a potential $50 billion infrastructure raise and shifting Nvidia–OpenAI dynamics. Discussion of competition, valuation risks and implications for energy and CapEx. Coverage of large funding rounds for autonomous driving and corporate earnings that could reshape tech leadership. Market volatility in gold, silver and Bitcoin is noted alongside a continued bullish view for stocks.

Rick Sherland, cloud and AI infrastructure expert, breaks down big tech capex and cloud limits. Mike Coe, market trader and options strategist, shares trading angles and volatility takes. David Zervos, macro and fixed-income strategist, reviews rate and bond dynamics. Tim Seymour, veteran investor, gives thematic market and trading perspective. They discuss the Fed pick’s market impact, AI spending, cloud capacity, and trading reactions.

Gene Munster, founder of Deepwater Asset Management, weighs in on the software selloff and AI demand shifts. Lori Calvacina, RBC U.S. equity strategist, gives sector and institutional perspective. Dan Nathan offers trading views on market momentum and risk. Karen Feinerman shares trade ideas on consumer and cyclicals. Tim Seymour analyzes macro and tech implications amid Apple results and crude rally from Middle East tensions.

Big tech earnings take center stage with Meta, Microsoft, and Tesla reporting and sparking discussion about AI-driven monetization, capex, and product pivots. The Federal Reserve’s decision to hold rates and its upgraded economic outlook drive conversation about policy and market positioning. Trade ideas and sector themes for 2026 round out the market-focused analysis.

David Harrow, Co-CIO of International Equities at Oakmark, offers views on dollar weakness and overseas valuation gaps. Katie Stockton, founder of Fairlead Strategies, provides chart-based technical signals and levels. They discuss GM’s earnings surge, buyback and dividend moves. They also explore which foreign markets and sectors could benefit from a falling dollar.

Lance Wilk, senior research analyst at Bernstein, explains Medicare rate shifts and healthcare policy impacts on insurer margins. The conversation covers record runs in gold and silver, dollar weakness and commodity flows. They also debate Big Tech’s AI spending and Nvidia’s strategic moves in the infrastructure space.