Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26

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.

The S&P 500 hitting its first record high in nearly 2 months, but the equal weighted index isn’t following suit. What the divergence could mean for the broader markets, and how our traders are positioning with stocks at records. Plus, Google’s nuclear deal boosts Constellation Energy, Wall St. still sees some upside in Netflix, and a diesel downer… why higher-for-longer diesel prices could hit your wallet beyond the pump. 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 greenback showing strength, as the dollar index hits its highest level since April 2025. How the climb in the currency, alongside rates, will impact equities… and where Citi’s JP Coviello is putting money to work. Plus, Wells gets upgraded ahead of earnings season, Chipotle’s rough run continues, and the outlook for the pharma 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.

Nvidia helping fuel Nvidia’s run to all-time highs, hitting its own intraday record for the first time since May. The renewed optimism for the chip giant on Wall Street, and if the tech rally can continue. Plus, next move in oil as Europe releases diesel reserves, Tesla charges up after its deliveries report, and a full percentage point from here. Why a former Trump treasury official sees the Fed hiking through the Spring, and how today’s soft jobs report will play into their next rate decision. 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 bouncing off session lows as rates pull back from multi-decade highs. Have the yields reached a peak, or is this just a pause in the surge? Plus, Wall Street bulled up on more Meta gains, Airbnb rolls out new AI features after a rough month, and Nike reports results; where a top retail analyst sees shares heading next as the sneaker giant paces for its worst year since 1993. 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 on the move after reporting results.How the semi stock’s latest quarterly numbers are impacting shares after-hours, and how the traders are navigating the chip trade. Plus, crude climbs as WTI trades around $90 per barrel, bank stocks show weakness leading up to earnings season, and Robinhood’s new offerings; how the brokerage is expanding trading hours and implementing AI tools to push users to round the clock trading. 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 slightly lower as interest rates continue to rise, with consumer confidence dropping to its lowest level in more than a decade. The impact on equities, and where a top market strategist sees rates heading next. Plus, Muse to take a bite of Apple, Wall St. gets bullish on Netflix, and slowing down AI; what OpenAI CEO Sam Altman had to say about the pace of growth as calls for regulation around safety concerns continue to grow. 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 leg lower to start the week as interest rates continue to tick higher. What a top market strategist sees in store for the Fed’s next move, and the sectors of the market that could show strength in a high yield environment. Plus Boeing’s software glitch hits shares, Netflix’s bingeing bummer continues, and quieting a noisy market; how a top money manager is silencing a hectic market, and where she’s putting money to work.  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 closing out the week with a gain, as markets hold up despite the surge in yields. How the historic move in bond market are impacting equities, and the stocks and sectors showing strength in the face of rising rates. Plus, Microsoft looks to beef up Copilot to catch-up to the competition, Moderna’s massive move higher continues, and an old school options action on Micron; where the Chartmaster and Professor Khouw see the semi giant heading next. 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 shares continuing to climb, now up 25% since launching Muse, and with the latest hardware unveiling at its ‘Connect’ conference, the optimism seems to grow and grow. Where it places the social giant in the AI race, and how they can get ahead of the competition. Plus, the latest developments out of the Trump/Xi summit, Costco on the move after reporting results, and an AI alarm bell: why a professor is calling for OpenAI to be shut down amid what he’s calling a “crime spree”. 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.