Tariffs, Banks & Private Credit Jitters… And Crypto Below $65K 2/23/26

Fast Money is live from sunny Miami Beach for the iConnections Global Alts Conference, as stocks try to find their footing with tariffs, AI, and financials all in the crosshairs. Plus, we dig into the state of private credit as fresh concerns ripple through the space. And don’t miss the next move in crypto after a drop below $65,000, Novo’s selloff on new trial results, and the opportunities in Japan as the Nikkei hovers just below 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.

Stocks staging a massive rebound after yesterday’s sell-off, with tech, software, and crypto all bouncing back. But is the rally just a mini correction, or a broader shift in the market fundamentals? Plus The next move in Bitcoin after it’s snapback, the latest prediction market plays ahead of Sunday’s big game, and why retail investors are staying upbeat despite the recent weakness. 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.

Google parent company Alphabet on the move as the tech giant reports results. The details and numbers from their latest quarter, and why tech analyst Gene Munster sees the stock topping the Mag7 group this year. Plus Eli Lilly and Novo Nordisk heading in opposite directions as the weight loss drug race enters its next leg. Why one top health care analyst is flagging management confidence and pricing algorithms as the difference makers.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 leading today’s sell-off, with investors dumping software stocks as the AI revolution threatens the sectors growth model. The names getting hit, and the latest comments from Nvidia CEO Jensen Huang on the company’s deal with OpenAI. Plus, AMD and Chipotle report results, Bitcoin’s slide continues, and the next move for Novo Nordisk after the stock tanks on a sales warning from 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.

Oracle planning to raise up to $50 billion for its AI infrastructure build, as Nvidia’s deal with OpenAI seems to still be on the table. Why the move could be the semi giant’s largest investment ever, and how the AI financing headlines will impact the artificial intelligence race. Plus Gold, Silver, and Bitcoin volatility rattling Wall Street, but Evercore’s Julian Emanuel isn’t letting the swings sour his bull case. Why he still sees the S&P climbing despite the commodity and crypto crunch.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.

President Trump selecting former Fed Governor Kevin Warsh to succeed Jerome Powell as Fed Chair. The market, treasury, and dollar reaction, and what to expect from Warsh as Trump continues to push for lower rates. Plus tech earnings continue next week, with investors eyeing the massive AI capex plans. If the investment will pay off, and which company has the edge in the artificial intelligence race.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.

Big tech earnings roll on with Apple reporting results. The numbers from their latest quarter, and what Fast Money friend Gene Munster thinks of the recent rout in the software space. Plus Crude prices surging as Mideast tensions ramp up. How the U.S. may respond, and what one oil analyst sees in store for the energy sector. 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, Microsoft, and Tesla on the move as the tech giants kick off Mag 7 earnings. The numbers out of their quarters, and what Fast Money friend Gene Munster sees in store for the group. Plus, Powell’s pause. The Federal Reserve leaving rates unchanged, as the central bank’s economic view improves. What Fed Chair Jerome Powell had to say about their latest decision, and who could be his replacement as President Trump ramps up his criticism. 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.

GM surging to a fresh record high as the automaker tops earnings expectations. The dividend and buyback announcements they’re making, and what CEO Mary Barra had to say about the company’s next move. Plus A look at overseas investing, as the weaker dollar boosts markets abroad. Where one portfolio manager sees the biggest discounts, and the foreign stocks that could climb even higher.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.

Gold and silver hit fresh records as the dollar slides, and investor Peter Boockvar sizes up the Fed meeting with a massive earnings week on deck — including whether Big Tech’s AI spending holds up. Plus: Nvidia takes a stake in CoreWeave, the latest on the travel trade after this weekend’s snowstorm, and a private-credit warning from BlackRock TCP Capital ripples through 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.