CNBC Fast Money: the ideas, ticker by ticker · Zortix

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CNBC Fast Money

≈ daily

Daily CNBC trading and equities discussion.

In the last 30 days, CNBC Fast Money produced 211 attributed ideas; most-discussed: AAPL, CRWV, BAC.

33

Ideas · 7d

211

Ideas · 30d

772

Ideas · all time

108

Episodes

Latest attributed ideas · most recent first

16 OCT3D AGOCoreweave’s Impact On AI Trade… And Netflix Results On Deck 10/16/26

Rotation from tech into quality and value

Open in Zortix →

16 OCT3D AGOCoreweave’s Impact On AI Trade… And Netflix Results On Deck 10/16/26

Market sniffing out slower growth, not stagflation

Open in Zortix →

16 OCT3D AGOCoreweave’s Impact On AI Trade… And Netflix Results On Deck 10/16/26

Semis poised for bounce ahead of earnings

SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDESMH Open in Zortix →

16 OCT3D AGOCoreweave’s Impact On AI Trade… And Netflix Results On Deck 10/16/26

Extraordinary demand for foldable iPhone Duo

AAPL Open in Zortix →

15 OCT4D AGORate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26

Bond rally as flight to safety

SHOWS SPLIT12 SHOWS · NOT ALL ON THE SAME SIDETLT Open in Zortix →

15 OCT4D AGORate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26

Apple-Meta partnership as AI toll collector play

SHOWS SPLIT16 SHOWS · NOT ALL ON THE SAME SIDEAAPL Open in Zortix →

15 OCT4D AGORate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26

Walmart's AI investments as margin accretive

SHOWS SPLIT13 SHOWS · NOT ALL ON THE SAME SIDEWMT Open in Zortix →

15 OCT4D AGORate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26

Tesla as a SpaceX tracking stock

SHOWS SPLIT8 SHOWS · NOT ALL ON THE SAME SIDETSLA Open in Zortix →

15 OCT4D AGORate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26

Healthcare's AI-driven productivity surge

XLV Open in Zortix →

15 OCT4D AGORate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26

Large caps taking share in inflationary times

Open in Zortix →

15 OCT4D AGORate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26

Rotation into sleepier AI beneficiaries

Open in Zortix →

15 OCT4D AGORate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26

AI supply bottlenecks as a bullish margin guard

SHOWS SPLIT36 SHOWS · NOT ALL ON THE SAME SIDENVDA Open in Zortix →

15 OCT4D AGORate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26

Yield move pricing slower growth, not just inflation

Open in Zortix →

15 OCT4D AGORate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26

CoreWeave reversal on Nvidia CEO support

SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDECRWV Open in Zortix →

15 OCT4D AGORate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26

Google as the next AI partnership trade

SHOWS SPLIT26 SHOWS · NOT ALL ON THE SAME SIDEGOOGL Open in Zortix →

14 OCT5D AGOAI Debt Concerns Grip Market… And Bank Of America’s Rough Day 10/14/26

Bank of America's cheap valuation amid ROE potential

SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEBAC Open in Zortix →

14 OCT5D AGOAI Debt Concerns Grip Market… And Bank Of America’s Rough Day 10/14/26

AI debt distress as a potential recession catalyst

SHOWS SPLIT17 SHOWS · NOT ALL ON THE SAME SIDEORCL Open in Zortix →

14 OCT5D AGOAI Debt Concerns Grip Market… And Bank Of America’s Rough Day 10/14/26

Hyperscaler debt supply pushing all yields higher

Open in Zortix →

14 OCT5D AGOAI Debt Concerns Grip Market… And Bank Of America’s Rough Day 10/14/26

Over 50-50 odds of a recession in the coming year

Open in Zortix →

14 OCT5D AGOAI Debt Concerns Grip Market… And Bank Of America’s Rough Day 10/14/26

J.P. Morgan and Morgan Stanley as quality financials

4 SHOWS AGREE4 SHOWS · SAME SIDEMS Open in Zortix →

14 OCT5D AGOAI Debt Concerns Grip Market… And Bank Of America’s Rough Day 10/14/26

Coreweave's high debt burden versus Oracle's

SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDECRWV Open in Zortix →

14 OCT5D AGOAI Debt Concerns Grip Market… And Bank Of America’s Rough Day 10/14/26

Apple as a defensive large-cap amid AI concerns

SHOWS SPLIT16 SHOWS · NOT ALL ON THE SAME SIDEAAPL Open in Zortix →

14 OCT5D AGOAI Debt Concerns Grip Market… And Bank Of America’s Rough Day 10/14/26

Regulatory and legal overhang on OpenAI

Open in Zortix →

14 OCT5D AGOAI Debt Concerns Grip Market… And Bank Of America’s Rough Day 10/14/26

Capital as the next AI build-out limiter

AVGO Open in Zortix →

13 OCT6D AGODrama in DRAM Memory ETF… And Trading Apple & Others At Record Highs… 10/13/26

Memory stock jitters as AI trade nervousness

SHOWS SPLIT10 SHOWS · NOT ALL ON THE SAME SIDEMU Open in Zortix →

13 OCT6D AGODrama in DRAM Memory ETF… And Trading Apple & Others At Record Highs… 10/13/26

AI climate still early, weather choppy

Open in Zortix →

13 OCT6D AGODrama in DRAM Memory ETF… And Trading Apple & Others At Record Highs… 10/13/26

Bank earnings show peak performance concerns

Open in Zortix →

13 OCT6D AGODrama in DRAM Memory ETF… And Trading Apple & Others At Record Highs… 10/13/26

Disney's efficiency and DTC growth

SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEDIS Open in Zortix →

13 OCT6D AGODrama in DRAM Memory ETF… And Trading Apple & Others At Record Highs… 10/13/26

Apple's AI not priced in

FLIPPEDCHANGED ITS VIEW SINCE SEPTEMBERAAPL Open in Zortix →

13 OCT6D AGODrama in DRAM Memory ETF… And Trading Apple & Others At Record Highs… 10/13/26

Bank of America fine a one-off, not a sector story

FLIPPEDCHANGED ITS VIEW SINCE SEPTEMBERBAC Open in Zortix →

IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION