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CNBC Fast Money
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Daily CNBC trading and equities discussion.

In the last 30 days, CNBC Fast Money produced 198 attributed ideas; most-discussed: META, SMH, TLT.

40
Ideas · 7d
198
Ideas · 30d
822
Ideas · all time
114
Episodes
Names this show discusses most
30D
META · 6SMH · 3TLT · 2TSLA · 2CRWV · 2NFLX · 2AAPL · 2EWZ · 1
90D
META · 6SMH · 3TLT · 2TSLA · 2CRWV · 2NFLX · 2AAPL · 2EWZ · 1

Theses first heard here · 22

Tesla-SpaceX merger probability inches upFIRST HEARD 20 OCT · TSLA
Tesla as a SpaceX tracking stockFIRST HEARD 15 OCT · TSLA
Coreweave's high debt burden versus Oracle'sFIRST HEARD 14 OCT · CRWV
AI infrastructure ripples to industrial small capsFIRST HEARD 30 SEP
Homebuilders face downside despite housing shortageFIRST HEARD 28 SEP
Latest attributed ideas · most recent first
26 OCTYESTERDAYAnthropic’s long-awaited IPO filing... And next Fed decision on deck 10/26/26
Anthropic's IPO as a sign of excess
Open in Zortix →
26 OCTYESTERDAYAnthropic’s long-awaited IPO filing... And next Fed decision on deck 10/26/26
10-year Treasury yield attractive at 5% as safe haven
SHOWS SPLIT9 SHOWS · NOT ALL ON THE SAME SIDETLTOpen in Zortix →
26 OCTYESTERDAYAnthropic’s long-awaited IPO filing... And next Fed decision on deck 10/26/26
AI value accrues beyond pure-play LLMs
Open in Zortix →
26 OCTYESTERDAYAnthropic’s long-awaited IPO filing... And next Fed decision on deck 10/26/26
Meta's capital raise penalized by market
SHOWS SPLIT21 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
26 OCTYESTERDAYAnthropic’s long-awaited IPO filing... And next Fed decision on deck 10/26/26
Brazil election shock creates oversold EM opportunity
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDEEWZOpen in Zortix →
26 OCTYESTERDAYAnthropic’s long-awaited IPO filing... And next Fed decision on deck 10/26/26
Prediction markets risk distorting real market views
Open in Zortix →
26 OCTYESTERDAYAnthropic’s long-awaited IPO filing... And next Fed decision on deck 10/26/26
Microsoft's cost cuts defend free cash flow
SHOWS SPLIT12 SHOWS · NOT ALL ON THE SAME SIDEMSFTOpen in Zortix →
26 OCTYESTERDAYAnthropic’s long-awaited IPO filing... And next Fed decision on deck 10/26/26
Fed expected to deliver a 'hawkish hold'
Open in Zortix →
26 OCTYESTERDAYAnthropic’s long-awaited IPO filing... And next Fed decision on deck 10/26/26
Private AI infrastructure as critical investment
Open in Zortix →
26 OCTYESTERDAYAnthropic’s long-awaited IPO filing... And next Fed decision on deck 10/26/26
AI stocks at critical technical support
Open in Zortix →
23 OCT4D AGOParts Of Tech Showing Strength Amid Sell-Off… And A Catch-Up Call In Oil 10/23/26
Meta's CapEx spend overshadows strong earnings
SHOWS SPLIT21 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
23 OCT4D AGOParts Of Tech Showing Strength Amid Sell-Off… And A Catch-Up Call In Oil 10/23/26
Amex's expense growth scrutinized amid perks race
ORIGINAL IDEAFIRST ON AXP IN 30 DAYSAXPOpen in Zortix →
23 OCT4D AGOParts Of Tech Showing Strength Amid Sell-Off… And A Catch-Up Call In Oil 10/23/26
AI spending ROI questioned as open-source adoption surges
Open in Zortix →
23 OCT4D AGOParts Of Tech Showing Strength Amid Sell-Off… And A Catch-Up Call In Oil 10/23/26
Stagflationary cross-currents in the market
Open in Zortix →
23 OCT4D AGOParts Of Tech Showing Strength Amid Sell-Off… And A Catch-Up Call In Oil 10/23/26
Visa and MasterCard stretched, ripe for a fade
SHOWS SPLIT4 SHOWS · NOT ALL ON THE SAME SIDEVOpen in Zortix →
23 OCT4D AGOParts Of Tech Showing Strength Amid Sell-Off… And A Catch-Up Call In Oil 10/23/26
Fed inaction could push 10-year yield to 5.50%
Open in Zortix →
23 OCT4D AGOParts Of Tech Showing Strength Amid Sell-Off… And A Catch-Up Call In Oil 10/23/26
Corporate credit not yet cheap enough
Open in Zortix →
23 OCT4D AGOParts Of Tech Showing Strength Amid Sell-Off… And A Catch-Up Call In Oil 10/23/26
Instacart takeover premium on AI synergy potential
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22 OCT5D AGOTech Tumbles In Market Sell-Off… And Moderna’s Meltdown After Data Leak 10/22/26
AI capital constraint questions monetization
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22 OCT5D AGOTech Tumbles In Market Sell-Off… And Moderna’s Meltdown After Data Leak 10/22/26
Market sniffing out a growth scare
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDESMHOpen in Zortix →
22 OCT5D AGOTech Tumbles In Market Sell-Off… And Moderna’s Meltdown After Data Leak 10/22/26
Moderna sell-off on high expectations, not bad data
MRNAOpen in Zortix →
22 OCT5D AGOTech Tumbles In Market Sell-Off… And Moderna’s Meltdown After Data Leak 10/22/26
Defense stocks breaking long downtrend
ORIGINAL IDEAFIRST ON LMT IN 30 DAYSLMTOpen in Zortix →
22 OCT5D AGOTech Tumbles In Market Sell-Off… And Moderna’s Meltdown After Data Leak 10/22/26
Utilities as an offensive and defensive play
Open in Zortix →
22 OCT5D AGOTech Tumbles In Market Sell-Off… And Moderna’s Meltdown After Data Leak 10/22/26
Merck as the compelling cancer vaccine play
ORIGINAL IDEAFIRST ON MRK IN 30 DAYSMRKOpen in Zortix →
22 OCT5D AGOTech Tumbles In Market Sell-Off… And Moderna’s Meltdown After Data Leak 10/22/26
Data center political moratoriums a secondary headwind
Open in Zortix →
21 OCT6D AGOBig Tech Earnings Filter In… And Coreweave’s Tangled Web 10/21/26
Muse as Meta's new platform and future
SHOWS SPLIT21 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
21 OCT6D AGOBig Tech Earnings Filter In… And Coreweave’s Tangled Web 10/21/26
Chipotle faces consumer pushback on price hikes
CMGOpen in Zortix →
21 OCT6D AGOBig Tech Earnings Filter In… And Coreweave’s Tangled Web 10/21/26
Meta's rising capital needs for AI build-out
SHOWS SPLIT21 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
21 OCT6D AGOBig Tech Earnings Filter In… And Coreweave’s Tangled Web 10/21/26
Tesla's bullish fundamentals obscured by SpaceX merger
TSLAOpen in Zortix →
21 OCT6D AGOBig Tech Earnings Filter In… And Coreweave’s Tangled Web 10/21/26
CoreWeave's debt overhang pressures stock
SHOWS SPLIT11 SHOWS · NOT ALL ON THE SAME SIDECRWVOpen in Zortix →
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION