CNBC Special: How a Blacklisted Chinese Tech Firm Is Expanding in the U.S. 7/7/26

CNBC's Melissa Lee speaks with David Li, Hesai's co-founder and CEO, about the company's partnership with Nvidia, concerns over potential cybersecurity risks, and how Hesai is responding as scrutiny of Chinese technology firms continues to grow. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks starting the week in the green as chip stocks rally and Apple notches its fourth straight day of gains. The Fast Money traders break down the rebound in semis and what it says about the broader market. Then, SpaceX joins the Nasdaq-100 in a historic fast-track inclusion. Niles Investment founder Dan Niles breaks down the index’s better-than-average performance and why he’s bullish on the diversified market until later this month. Plus, Dell surges after Trump’s endorsement, the backlash against tokenmaxxing, and how the World Cup is causing a prediction market surge. 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 June jobs report cutting analyst expectations in half fueling a market rotation out of large-caps and into smaller companies and industrials. FarrCrest Capital chairman Michael Farr gives his take on a broadening market after the disappointing jobs report, and what the Fed’s rate policy could look like in July. Then, President Donald Trump sits down with CNBC’s Joe Kernan for an exclusive interview. 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 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.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.