Rate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26

Big Tech earnings kick off with Meta and Tesla both reporting results. The numbers from the quarters, and what top tech analyst Gene Munster is hearing on the company conference calls. Plus, IBM, Las Vegas Sands, and United Rentals delivers results, Wall Street takes a bite out of Chipotle shares, and Coreweave’s lingering debt concerns; why shares are still under pressure and the impact it’s having on the broader AI tech trade. 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.

Netflix, SpaceX, and United Airlines all on the move after hours. The numbers from those earnings reports, and a top media analysts reaction to the streaming giant’s quarter. Plus, the prognosis on pharma and health care stocks, setting up ahead of Meta, Tesla, and IBM’s reports tomorrow, and the next move in neoclouds. What a top tech analyst makes of the recent debt distress, and his take on the latest deals in the space. 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.

Could the pullback in the AI trade be a buying opportunity? Why analysts say the Coreweave unwind is overdone, and the headwinds facing the other neoclouds and tech stocks. Plus, banks under pressure post-earnings, a prime pick on Wall Street, and the next move in the energy sector; where a top oil analyst sees Crude and Bbrent heading next after the latest developments in the Middle East. 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 Coreweave unraveling even further, with shares tumbling nearly 30% over the past 2 weeks. What the drop means for the broader AI trade, and if tech unwind has more room to fall. Plus, how iPhone Duo preorders are faring, a valuation comparison between Walmart and Amazon, and the steaming setup in Netflix ahead of its earnings report next week; how options traders are tuning into the name before the numbers cross the wires. 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 move lower in rates helping fuel rallies in homebuilders, discretionary, and even the tech stocks at the forefront of the recent AI rout. What the treasury changes mean for the groups, and if this is just short term reprieve, or if the rally is back in action. Plus, Wall Street’s Walmart call, pharma and health care strength, and an AI alliance; how longtime rivals Apple and Meta are teaming up as the next phase of the AI race heats up. 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.

Financing concerns hitting the AI trade, as shares of Coreweave and Oracle tumble. The capital worries hitting the trade, and if the tech debt distress is enough to keep dragging on the group. Plus, Caterpillar in need of a metamorphosis, discount retailers show strength, and the banking bummer kicking off earnings season; the sharp profit decline and regulatory penalty hitting shares of Bank Of America. 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.

Memory stocks under pressure yet again, as China competition threats weigh on the space. How the DRAM Memory ETF is holding up, and why a post by Elon Musk is adding to the drama. Plus, J&J drops on weak medical device sales, Disney’s touch of magic on an 8-day win streak, and Apple hits record on the back of a hardware event; how our traders are handling the tech giant at all-time highs, and the other names trading near records. 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.

Energy markets volatile after President Trump said he struck a deal with Russian president Vladimir Putin to supply millions of tons of diesel to the global market. The traders react to the latest headlines and the potential impact on global energy prices. Then, Apple shares come under pressure after a report signaled weaker demand for the newly-launched iPhone 18 Pro and Pro Max models. Plus, counting down to bank earnings, Moderna’s cancer moonshot and the Chart Master’s call on Bloomin’ Brands. 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 taking a hit as oil prices popped following the latest developments in the U.S.-Iran conflict. The tech losses leading the drop, and the next move in energy prices as WTI crude hovers around $91 per barrel. Plus, a potential burrito and brew tie up as Starbucks reportedly looks to buy Chipotle, the technical setup for banks ahead of earnings season, and the White House CTO on President Trump’s tech exec awards. 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 retreating from record highs as rates resume their march higher. How a stronger than expected bond auction helped ease yields off their highs of the day, and what the latest Fed minutes told us about the central bank’s plan. Plus, cybersecurity in focus as AI safety concerns grow, SpaceX shares return to earth after blasting off, and changing lanes in the used car market; how decreasing values and a lack of hurricanes are impacting the auto industry. 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.