Stocks Drop, Yields Rise… And Retail Picks Ahead Of Results 5/15/26

Nvidia isn’t the only big earnings report on the calendar this week. Why Walmart could give a better read on the economy, the consumer and the markets. Plus a jury deciding against Elon Musk in his lawsuit vs. OpenAI. What we can expect next and what’s it mean for OpenAI’s IPO plans. 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 rounding out the week in the red, as rates tick higher. The sectors seeing the biggest drops inside today’s sell-off, and where a top investment strategist is putting money to work. Plus, a resource rout hits metals and miners, Microsoft bucks the trend as a billionaire buys in, and checking out on retail; the names a top analyst is trying on ahead of the group’s earnings next week. 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 AI chipmaker Cerebras surging in its Nasdaq debut, topping $100 billion in market cap after a blockbuster IPO. How the rest of tech fared in today’s rally, and how the Fast Money traders are positioning in the group. Plus Applied Materials reports results, Biogen pushes ahead despite disappointing drug data, and the latest out of President Trump’s China trip. The CEOs and companies able to leave the mainland with a deal. 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.

Nvidia CEO Jensen Huang adds to a stacked invite list of company chiefs joining President Trump on his trip to China.  What to expect out of his discussions with Xi Jinping, and how the meeting could impact the company’s being represented. Plus Cisco and Stubhub report results, Ford drives higher after some Wall Street love, and cashing in your chips; why the chartmaster is selling out of semis with the group at all-time highs. 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.

Yields rising, with stocks pulling back from records, as investors digest this morning’s hotter-than-expected inflation data. How the Iran War and surging energy prices are impacting the U.S. economy, and how the Fast Money traders are navigating the equity volatility. Plus your next lightning fast prime package, Ebay rebuffs Gamestop’s takeover bid, and where the Chartmaster sees one gold miner heading after a big run over the past few years. 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.

Cracks in the consumer seem to be widening, as retail takes a leg lower ahead of the group's earnings reports. The names pulling the XRT retail ETF lower on the back of its 3-week losing streak, and how the Fast Money traders are positioning in the names ahead of the results. Plus Netflix shares get chilled, Copper shines as the metal closes at a record high, and the semi testing company that’s quintupled over the past year. The CEO joins the Fast Money crew to dig into what makes the company stand 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 hitting fresh record highs, and notching a sixth straight week of gains, but could there be some trouble brewing under the surface? How stocks are holding up this earnings season when the Mag7 aren’t carrying the weight, and if the lagging sectors can keep up with the AI & tech trade. Plus Intel surges after an Apple deal, the strong memory for one ETF that’s attracting lots of options activity, and what to expect out of President Trump’s meeting next week with China’s Xi Jinping. 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.

Consumer health in focus, as companies sound the alarm on spending. What we’re hearing out of fast food chains like McDonald’s and Shake Shack, and how even gyms, pet companies, and consumer staples are seeing signs of a pinch. Plus the latest results out of Coreaweave and Coinbase, the state of housing with the spring season underway, and The Chartmaster Carter Worth and Mike Khouw tag team an old school Options Action on Apple as the tech giant trades at a record high. 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.

Semi stocks on a tear, as AMD surges after earnings, and Nvidia powers the market higher after a partnership with fiber optics maker Corning. The latest chip trends leading the trade, and how much more these stocks can climb. Plus Some Disney magic after reporting, Joby Aviation takes off, and a global go-ahead… how progress in the Middle East is giving overseas markets room to run.   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.

Semi stocks soaring, as Intel and memory names jump double digits. How much more this trade can climb, and how our traders are positioning in the chip rip. Plus, Meta’s copyright complications, Coinbase cuts heads as AI shakes up the workforce, and the CEO of biopharma company Protagonist on its recent drug approval and the stock’s big run up over the past year. 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.