C" CNBC's "Fast Money"

Podcast

CNBC's "Fast Money"

Hosted by Melissa Lee and a roundtable of top traders, “Fast Money” breaks through the noise of the day, to deliver the actionable news that matters most to investors. Fast Money airs weeknights at 5p ET on CNBC. Visit http://fastmoney.cnbc.com for additional information.

Website ↗ Last published 2 November 2026 2,233 posts collected by Sputnik

Said on CNBC's "Fast Money"

“They've been in the focal point of AI replacing them, but they are wired through all corporate systems. They're not a billboard. They're not a dashboard. They are integrated in every aspect of that corporation. … They're in the innards of the company, too hard to replace. I'd be a buyer.” — Steve Grasso, CNBC's "Fast Money"
Steve Grasso · 30 Oct 2026 Listen →
“All the big names, the five, six biggest names now on the planet, ex-NVIDIA, are probably all negative cash flow right now, which is, I think, problematic. … You're not seeing the return on the spend. So now we're at a point where you're getting punished if you spend. But what happens if they stop spending? The market will get punished on the back of that.” — Guy Adami, CNBC's "Fast Money"
Guy Adami · 30 Oct 2026 Listen →
“The data center guidance that we're getting, they may not get built, right? And we might end up having a lot of inventory. There's been a lot of talk of late about channel stuffing as it relates to GPUs.” — Dan Nathan, CNBC's "Fast Money"
Dan Nathan · 29 Oct 2026 Listen →
“If we set aside Amazon stock and look at what Amazon said, this is probably the most bullish data point in AI over the past three or six months of all the data points that we get. … The fact that they went out two years, I can't remember when a company has given guidance out on a segment for two years. And I think that speaks to a confidence.” — Gene Munster, CNBC's "Fast Money"
Gene Munster · 29 Oct 2026 Listen →
“I am getting worried about this AI tech trade. Not in terms of the absolute level of spend. We know next year the capex is going to be greater than this year. But… if instead of 1.2 trillion of capex next year it's only one, which is still greater than this year, it's the rate of change that becomes really problematic for stock prices. Don't look at the absolute level. Look at that rate of change.” — Peter Bookvar, CNBC's "Fast Money"
Peter Bookvar · 19 Oct 2026 Listen →

Hosts

CNBC's "Fast Money" is hosted by Melissa Lee , Tim Seymour , Guy Adami , Dan Nathan , Karen Feinerman , Carter Worth , Steve Grasso , Courtney Garcia , Kate Rooney , Frank Holland , Dominic Chu and Brian Kelly .

Recent Episodes

  1. 2 Nov 2026

    First Apple Earnings Report Under Ternus… And Data Center Buildout Backlash 11/2/26

    With Gene Munster , Mackenzie Segalos and Tim Mulroney

  2. 2 Nov 2026

    CNBC Investigations: Gamble on Democracy

    With Michelle Kenler-Kretsch , Jared DeMarinis , Robert DeNault , Chana Bautista , Olivia Chalos and Adam Hart

  3. 30 Oct 2026

    Amazon and Intel Report Results… And Alphabet’s Post-Earnings Plunge 10/30/26

  4. 29 Oct 2026

    Amazon and Intel Report Results… And Alphabet’s Post-Earnings Plunge 10/29/26

    With Gene Munster

  5. 29 Oct 2026

    Alphabet Search Miss, Microsoft Azure Beat and Fed’s Hawkish Pause 10/28/26

  6. 27 Oct 2026

    All Clear For Markets?... And What To Expect Out Of Fed Rate Decision Tomorrow 10/27/26

  7. 26 Oct 2026

    Anthropic’s long-awaited IPO filing... And next Fed decision on deck 10/26/26

  8. 23 Oct 2026

    Parts Of Tech Showing Strength Amid Sell-Off… And A Catch-Up Call In Oil 10/23/26

    With Michael Kantopoulos

  9. 22 Oct 2026

    Tech Tumbles In Market Sell-Off… And Moderna’s Meltdown After Data Leak 10/22/26

    With Jared Holz

  10. 21 Oct 2026

    Big Tech Earnings Filter In… And Coreweave’s Tangled Web 10/21/26

  11. 20 Oct 2026

    Netflix & SpaceX Report Results… And Next Move For Neoclouds 10/20/26

  12. 19 Oct 2026

    Buying Opportunity In AI Pullback?... And Oil’s Next Move 10/19/26

    With Peter Bookvar and Halima Croft

Guests

Gene Munster (29 episodes), Katie Stockton (10 episodes), Terry Duffy (8 episodes), Jared Holz (8 episodes), Steve Leesman (7 episodes), Sheila Bair (6 episodes), Megan Casella (6 episodes), Julian Emanuel (5 episodes), Mackenzie Segalos (5 episodes), Steve Eisman (5 episodes), Seema Modi (5 episodes), Dan Ives (5 episodes), and 200 more.