Micron and Memory Vs. Everyone Else… And What’s Sparking a Bitcoin Sell-off? 6/25/26
About this episode
Micron surging on the back of its earnings report but leaving hardware stocks worse for wear. The impact on device makers like Apple, Microsoft, and Dell, and if the memory surge is crowding out the rest of tech. Plus, where is AI heading after a rough week for tech? One Point BFG Wealth Partners CIO Peter Boockvar warns investors of a faltering AI trade but also lays out where he sees an important buying opportunity. Then, massive bitcoin outflows hit the crypto market, SpaceX prepares for landing near its IPO price, and airline stocks gaining altitude.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Get every episode summarized
Each time CNBC's "Fast Money" publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from CNBC's "Fast Money"
Oracle Reports Results… And Mortgage Rates Top 7% 9/10/26
CNBC's "Fast Money"
Yields Surge, Stocks Fall… And Apple’s Foldable Phone 9/9/26
CNBC's "Fast Money"
Meta’s Latest AI Agent… And An AI-Powered Hedge Fund 9/8/26
CNBC's "Fast Money"
Markets look past strong jobs report... And tech’s next earnings test 9/4/26
CNBC's "Fast Money"