Rates surge around the globe... And sell the strength in energy stocks? 8/18/26

Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed.  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.

Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed.  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.

Crude oil prices retreat after Oman and Iran struck a tentative deal to reopen the Strait of Hormuz. The traders debate whether the latest pullback has staying power. Then, investor Peter Boockvar reacts to Stanley Druckenmiller’s tough stance against Treasury Sec. Scott Bessent’s planned bond buybacks. He explains why he sees merit in the billionaire investor’s pointed opinion piece. Plus, gold miners pace for their best-ever month, Canada’s tariff tit-for-tat and Dick’s Sporting Goods posts its worst day on record. 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.

Chip stocks under pressure ahead of Nvidia’s closely-watched earnings due Wednesday. The traders debate what the weakness is signaling about the AI trade. Then, two-time Super Bowl champion Logan Ryan talks investing his $80 million NFL salary and how it helped him retire at age 33. Plus, bitcoin closes in on $80k, appetite for restaurant stocks and 76ers co-owner Josh Harris on LeBron James’ move to Philly. 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 S&P 500 and Nasdaq both snapping three-week win streaks as yields continue their climb. The traders debate the next move for markets and what we could hear from Fed officials next week in Jackson Hole. Then, the Chart Master gives his technical take on Nvidia as the world’s largest company gears up to report earnings on Wednesday, and Bernstein analyst Stacy Rasgon lays out what investors need to hear from the chipmaker. Plus, Bitcoin’s big bounce, the hype over perpetual futures and Ross Stores rings up big gains. 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.

Yields tick higher again, even after the U.S. Treasury’s historic bond market intervention. The traders make sense of the impact on stocks, and CSIS’ Phil Luck weighs in on whether another U.S. credit downgrade could be in the cards. Then, former Walmart U.S. CEO Bill Simon joins with his reaction to Walmart’s big same-store sales decline--and why he says Target stock looks more attractive now. Plus, bitcoin at more than two-month highs, Deere’s day in the sun and what Micron’s CEO had to say about the red-hot memory market. 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.

Yields and the dollar moving sharply lower after the U.S. Treasury pledged to step up debt buybacks. The traders debate whether the move just gave stocks the all-clear. Then, Mizuho’s Jared Holz reacts to the huge moves higher in Moderna and Merck, after the pair’s personalized cancer vaccine succeeded in a pivotal  trial. Plus, new signs OpenAI is falling behind Anthropic, Target delivers a bullseye for investors and a humanoid robot maker’s massive Shanghai debut. 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.

Global yields hit multi-decade highs, putting renewed pressure on stocks. The traders chat with CNBC’s Rick Santelli about the backup in rates, while RBC’s Lori Calvasina makes sense of the overall market impact. Then, the Chart Master Carter Worth makes the case that it could be time to take profits in oil refiners. Plus, Curaleaf’s CEO discusses a cannabis takeout target, semis lose momentum and what to expect from Target results 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.

Storage stocks lead the semi rally as Trump administration officials look to steer Apple away from Chinese chips. The traders debate the health of the AI trade amid new commentary from leaders of OpenAI and Anthropic. Then, Vanda’s Jens Nordvig explains how prolonged dollar weakness could send gold prices surging. Plus, the countdown to Meta’s child safety trial, Nike stumbles to 12-year lows and how to trade home improvement stocks into earnings. 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.

With the bulk of earnings season in the rearview, the attention shifts next week to reports from retail giants including Target, Walmart and Home Depot. The traders give their picks for the best-positioned retail stocks now. Then, Compass’ Mike Simonsen weighs in on the big week of housing data ahead and what it could signal about the next move in interest rates. Plus, Disney’s new CEO speaks to CNBC, the traders lay out their charts of the week and why the electric sports car market is stuck at a red light. 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.