The Best First Half Ever for Semis… And Nike Report Results 6/30/26

Stocks kicking off the second half in the red after the Dow touched a fresh record high in the session. Why tomorrow’s June jobs report could mean good news for the economy, but bad news for markets as investors await the Fed’s next rate decision. Then, Strategy sees big gains after announcing its new approach with bitcoin. Benchmark senior analyst Mark Palmer lays out what this means for the bitcoin holder, and why he sees the stock surging nearly 500%. Plus, Meta’s cloud business ventures, Walmart’s rough few months, and top dividend kings. 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 first half of the year ends with chips and semiconductors soaring and software sinking. How the Magnificent 7 can stay afloat after the major software losses, and if gains in the chip and semi space will continue in the second half. Then, Neuberger senior research analyst Kevin McCarthy lays out what’s next for Nike after its fourth-quarter earnings results, and if investors are running to other discretionaries. Plus, Bitcoin on track for its lowest levels since 2024, the trillion-dollar defense industry, and telecom trading at near-two year lows. 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.

Tech recovering to kick off the week, but all eyes are on Apple, as the company seeks approval to buy chips from blacklisted Chinese company CXMT. How the Trump admin will respond, and what it could mean for the U.S. chip trade. Then, Jefferies chief market strategist David Zervos gives his take on the Supreme Court’s block of Trump’s attempt to fire Lisa Cook, and why he’s still bulled up for the second half of the year. Plus, Microsoft’s next move as it paces for its worst month since 2000, Comcast stock surges after announcing plans to spin off NBCUniversal and Sky, and if Nike can bounce back from its rough year with its earnings report tomorrow. 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.

A rough week for Big Tech as investors shy away from AI and memory stocks. Deepwater Asset Management’s Gene Munster lays out why the AI trade may not be dead and how investors can navigate the tech sell-off. Then, why investors might find better returns outside of the software trade in lower-middle-market businesses. Plus, the next move in biotech after a big week, SpaceX falls back down to earth, and if Nike can run past its rough year when results cross the wires 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.

Micron surging on the back of its earnings report but leaving hardware stocks worse for wear. The impact on device makers like Apple, Microsoft, and Dell, and if the memory surge is crowding out the rest of tech. Plus, where is AI heading after a rough week for tech? One Point BFG Wealth Partners CIO Peter Boockvar warns investors of a faltering AI trade but also lays out where he sees an important buying opportunity. Then, massive bitcoin outflows hit the crypto market, SpaceX prepares for landing near its IPO price, and airline stocks gaining altitude. 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.

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Tech stocks plummeting even further today as investors seemingly dip out of the AI trade. RBC’s Lori Calvasina breaks down what the losses mean for the future of tech and why she remains optimistic despite the struggle. Plus, major after-hours earnings reports from Cerebras and Fedex — what the results mean for the future of the AI chipmaker and transportation company. Then, what Iranian oil re-entering global markets could mean for domestic oil prices, and why it might be time to sell 2 powerhouse investment banks. 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.

An AI and Software slump kicking off the week in a tech sell-off with Google, Amazon and Microsoft all ending the day in the red. The traders break down what tech investors can expect from the losses and if this is the start of a bigger trend. Then, will a luxury property tax in New York City spark market unrest? Sotheby’s International Realty president and CEO Philip White breaks down NYC’s ‘pied-à-terre tax’ taking effect next week, and how he believes people will react. Plus, Chevron and Microsoft strike a deal, why now is the best time to invest in biotech, and can Netflix recover from its losing streak? 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.

A full circle moment for markets as crude oil stoops to its lowest levels since the start of the Iran war and average gas prices drop less than $4 a gallon. Can consumers breathe a sigh of relief or will prices bounce back? Then, biotech stocks soaring from new products and blockbuster drugs hitting the market. Senior pharma and biotechnology analyst at UBS Michael Yee breaks down what investors can expect from an upcoming biotech boom. Plus, the Apple and Intel chip design partnership, housing and restaurant stocks leveling up, and could Toy Story 5 be Disney’s only hope after a Mandalorian disappointment? 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.

U.S. treasury's surge while stocks drop as Chairman Kevin Warsh leads his long-anticipated first Fed meeting. What we learned from his press conference, and the major overhaul coming to Fed operations. Then in a CNBC exclusive interview, CME Group’s Terry Duffy talks perpetual futures, his reaction to the Fed meeting, and why he’s stepping down as CEO after 25 years. Plus, China stocks underperform while U.S. large cap banks soar, UniQure’s 75% spike, and why Netflix investors are changing the channel. 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.