CNBC's "Fast Money"

A busy week of earnings continues, with Amazon reporting results, and Intel, Sandisk, and Starbucks all delivering quarterly earnings. How the Fast Money traders are handling all the moves, and what tech analyst Gene Munster sees in store for the tech trade. Plus, Caterpillar’s results hit shares, pharma names in focus, and Alphabet’s rough day; how the tech giant’s earnings miss reflects first real sign that AI is taking a bite out of search.
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Fast Money breaks down Alphabet’s after-hours selloff on search weakness and AI cannibalization concerns, Microsoft’s Azure-led earnings beat, and fresh read-throughs from ServiceNow, FedEx, Chipotle and the Fed. The key takeaway: investors rewarded visible cloud growth and spending discipline while punishing uncertainty around AI monetization, capex and the durability of core businesses.
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Stocks posting back-to-back gains, as tech and AI stocks lead the charge higher. So is the bull market back on track as earnings season kicks into high gear, or is the rebound only temporary? Plus, Boeing’s drop after reporting results, the options setup on key names reporting this week, and the Fed on deck; what the street is expecting ahead of tomorrow’s rate decision, and what Chairman Kevin Warsh may signal for future rate policy.

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AI giant Anthropic advancing its plans to go public, with a new filing showing massive revenue growth -- in addition to massive capex plans. The traders talk the AI capital rush and what to expect heading into another key tech earnings week. Then, Societe Generale’s Subadra Rajappa lays out her expectations for the next Fed decision out Wednesday and why she thinks the 10-year Treasury yield looks attractive at current levels. Plus, Brazil’s post-election bust, more Instacart takeover talk and why guest trader Katie Stockton thinks Costco is poised to break out.
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Even with tech putting in a losing week, investors begin to nibble on software and cyber stocks. The traders debate how to position in the AI trade amid the broader downdraft. Plus, energy stocks hit fresh records as oil rallies back. The Chart Master lays out the one group in the sector that could be poised to play catch-up. Plus, Williams-Sonoma’s dutch oven heats up, a potential delivery app deal and how options traders are positioned heading into next week’s key earnings reports.
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