Rate Peak or Pause?... Nike Reports Results 10/1/26

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.

Stocks taking a leg lower as the 10-Year yield hits its highest level in nearly two decades. The impact of rising rates on markets, and the sectors and stocks that could see the biggest jumps and drops. Plus, McDonald’s shares get grilled after an unimpressive investor day, one quantum computing stock leaps on a major breakthrough, and Meta’s ‘Muse’ inspires more than just a boost for the social media giant. The stocks from various parts of the market seeing an impact as the new AI agent rolls out. 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’s roll out of its new AI agent ‘Muse’ causing some ripple effects through out other parts of the market. The brokerage and financial stocks getting hit, and how the new tech could be disrupting these areas. Plus, KB Home report results, Viking Therapeutics surges on new obesity trial data, and a coiled spring in Google’s technicals; what the chartmaster sees in store for the tech giant. 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.

Shares of Meta surging as optimism grows for its personal AI agent ‘Muse’. What analysts are making of the tech, and what we could hear from CEO Mark Zuckerberg at the company’s ‘Meta Connect’ conference on Wednesday. Plus, global diesel prices hit record highs, bitcoin breaks above $85K, and Novo’s stock drops as growth plans disappoint; where a top pharma analyst sees the sector 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.

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.