CNBC's "Fast Money"

Exploring the decline of retail stocks due to retail theft, changing consumer preferences, and low housing sales. Effects of inflation on different sectors of the retail industry. Concerns about consumer debt and potential slowdown in the housing market. Recent performance of the housing market and upcoming events in the financial industry. Outlook for the equity markets, Alibaba's stock as an investment opportunity, and impact of natural disasters on insurers. Insurers taking on more risk, Nvidia's upcoming earnings report, and option trades on Nvidia's stock.

Analysis of the impact of rising interest rates on tech stocks, ARM's trading and valuation, Zoom Video's positive earnings report, Bitcoin's price movement, China's economic slowdown, rising cost of cars, and discussions on automotive quality and FXI.

Palo Alto shares on the move after a rare Friday night earnings report. What the cyber security company had to say about the quarter that got the stock rocking. Plus, Jackson Hole, Nvidia and a slew of department store earnings on the docket for next week. What you need to pay attention to in the week ahead. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The yield on 10-year treasurys hit their highest intraday level since October and their highest close since 2008. The move gave stocks another reason to fall on Thursday, with the Dow closing below its 50-day moving average for the first time since June. So does the move in rates keep the pressure on equities? Plus CVS shares seeing their biggest drop since October after a California insurer opted for a rival, start-up pharmacy manager. So is the traditional business model for the industry in trouble? Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Target's underperformance raises concerns for the consumer market. The rise in 10-year yields and credit card delinquencies is discussed, along with implications for the Fed. The 'streamflation' phenomenon in the streaming industry is explored. The potential US Steel and Cleveland Cliffs deal and its implications are analyzed. The podcast concludes with insights on stock performance and challenges faced by Las Vegas.

The podcast discusses the recent breakdowns in the market, with the S&P closing below its 50-day moving average and Apple breaching its 100-DMA. They also delve into China's rate cut and its impact on slowing growth. Other interesting topics include the performance of Comcast shares, the potential consequences of a hot war in Taiwan, and upcoming earnings reports for Target and TJX.

Stocks posted gains as investors awaited results from the country’s biggest retailers. And while there are plenty of reasons to think the consumer would be under pressure this season, a new note suggests there could be reason for optimism. Plus oil prices are pulling back, but gas is heading towards 52-week highs. What’s next for the energy space? RBC’s Helima Croft joins to discuss. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The nation’s biggest retailers start reporting earnings next week, with Walmart, Target, Home Depot and more all on the calendar. What clues will they offer us into the state of the consumer, and how should you position yourself ahead of these reports. Plus from star to slump, shares of Nvidia are now nearly 15% off their all-time high. Where is it and the rest of the semi space going from here? We dive into the charts to find out. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks closed well off their highs even as inflation came in lower than expected in July. The Dow nearly erased all of a 455 point gain, and the S&P only rose a point. Does the action today suggest inflation isn’t enough to keep the market going? Plus electric vertical take-off and landing company Archer Aviation just inked a deal with the U.S. Air Force. CEO Adam Goldstein joins us with more on the outlook for the company. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of Super Micro dropped nearly 25% after a warning on demand for its AI servers. The move took much bigger stocks like Nvidia down with it. Is this a signal that there’s even more pain to come for the tech trade? Plus Disney on the move after earnings. We’re diving into the report and bringing you all the headlines. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.