Semis At An Inflection Point… And Navigating An ‘Expensive’ Market 9/18/26

A potential inflection point for semi stocks, as the group underperforms the software space this quarter. The divergence in the tech trade, and how it could set up the chip trade in Q4. Plus, an iPhone sales test for Ternus, how AI could take center stage at next week’s Trump-Xi summit, and navigating an ‘expensive’ market; how one money manager is putting cash to work amid the volatility. 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 rallying on Wall Street as oil prices and bond yields pull back after yesterday’s Fed-induced sell-off. The sectors seeing the biggest bounce, and where one market strategist sees the 10-year heading next. Plus the nuclear trade goes radioactive, the technical take on cyber stocks, and the next move in the housing market; where a top analyst sees the market heading next after yesterday’s Fed rate hike. 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 dropping after the Federal Reserve hiked interest rates for the first time in 3 years. The persistent inflation warning from Chairman Kevin Warsh, and the areas of the market that could see the biggest impact from the rate change. Plus, Lennar reports results, semi stocks make some moves, and the crude climb cools off; where RBC’s Helima Croft sees WTI heading next after the recent energy spike. 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 getting hit as the 10-year treasury yield soars to a 19-year high ahead of tomorrow’s Fed rate decision. The likelihood of a hike, and what it will mean for markets heading into the Fall. Plus OpenAI CEO weighs in on AI safety concerns, Goldman Sachs nears a key level, and the energy outlook as crude oil surges above $106 per barrel. And Premiere Lacrosse League’s Paul Rabil joins the Fast Money traders ahead of the league championships this weekend. 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 mostly shaking off rising rates and oil prices, as AI leaders sound the alarm on potential threats from the fast-growing tech. How the Fast Money traders are navigating the market moves, and how it all sets the stage ahead of the Fed rate meeting this week. Plus, cyber stocks surge, Novo’s rebrand as the weight-loss drug race heats up, and banking on blockchain; what the ceo of OpenReserve sees in store for crypto and fintech ahead of the Senate’s Clartiy vote 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.

The Fed getting its final data reading before next week’s rate decision. How this morning’s CPI number all but cemented a hike, and where stocks will go after snapping a four-day losing streak. Plus, analyst reaction to the crude cool down, charting Amazon’s next move after its recent pullback, and commemorating the 25th anniversary of 9/11. Goldman Sachs CEO David Solomon joins Fast Money ahead of him chairing next week’s FDNY Foundation dinner. 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.

Oracle on the move after reporting earnings. The latest numbers and details from the quarter, and what a top tech analyst makes of the latest results. Plus how copper’s record run is impacting miners, Apple’s folding follow up, and a homebuying bummer as 30-year mortgage rates top 7%. 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 take a leg lower as the 10-year treasury yield spikes to its highest level in nearly 3 years. Why the Treasury Department’s buyback announcement isn’t cooling things down, and what the yield surge means ahead of key inflation reports this week. Plus more weakness in the retail sector, Apple’s bold move into foldable devices, and the AI threat that could wipe out humanity. The stark warning from one industry expert who says the tech could kill us all… 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.

Meta on the move as the company unveils its latest AI agent “Muse”. How it stands out from the competition, and what it means for OpenAI, Google, and Anthropic. Plus, Apple’s new chief takes the stage tomorrow, the Chartmaster drives into some auto technicals at a crossroads, and the bitcoin baller Brian Kelly is back to lay out how agentic trading is fueling his new venture. 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 tumble even after a better-than-expected August jobs report, sending odds of a rate hike higher yet again. Moody’s Chief Economist Mark Zandi explains why the latest employment numbers could be overstating the strength of the economy. Then, D.A. Davidson’s Gil Luria lays out his expectations for Oracle earnings expected after Thursday’s market close and what it could mean for the broader AI trade. Plus, Lululemon tumbles to eight-year lows, AMC CEO’s war of words with Robinhood and what to expect from Apple’s product event 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.