Strong Memory Momentum… And The Next Move For Retail Stocks 3/17/26
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Storage stocks rallying to record highs, as demand for AI memory continues to climb. How much farther the group has to run, and what Nvidia CEO Jensen Huang said about the next evolution in the space. Plus The numbers out of Lululemon’s latest quarter, and where a top retail analyst sees the space heading next as the consumer grapples with a messy macro backdrop.
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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.
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