CNBC's "Fast Money"

Stocks selling off to close out the week, as investors digested a hot inflation report. The credit-linked concerns weighing on banks, credit card companies and asset managers, and the stocks one top bank analyst is leaning into on the weakness. Plus, the software slump continues with the IGV software ETF down more than 20% so far this year, but Morgan Stanley’s Katerina Simonetti is laying out where she sees some opportunity in the tech tumble.

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Nvidia rolling over after earnings last night, and failing to lift markets as investors sell out of tech and semi stocks. The names getting dragged down, and where one top tech analyst sees Nvidia and chip & software stocks heading next. Plus the latest numbers out of Dell and Coreweave, weakness in China tech, and the battle between Paramount Skydance and Netflix as the media companies battle for Warner Brothers Discovery.

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The AI and software trades get a big test with Nvidia and Salesforce reporting results. What a top tech analyst sees in store for the names, and the conference call headlines moving shares after hours. Plus, a rough day for homebuilders, the real read on consumer affordability with the CEO of Tanger Outlets, and a read on retail investor sentiment from Charles Schwab.

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Day 2 of Fast Money Live from Miami Beach for the iConnections Global Alts Conference.

Melissa & the traders dig into a wall of worry surrounding the AI trade, as JPMorgan CEO Jamie Dimon weighs in on investor complacency. How markets are reacting to a potential bubble brewing in the space, and the stocks to watch as concerns pile up. Plus the opportunities in private credit as Blue Owl faces a potential liquidity crunch, and if the real estate sector can continue to climb after a strong start to the year.

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Fast Money is live from sunny Miami Beach for the iConnections Global Alts Conference, as stocks try to find their footing with tariffs, AI, and financials all in the crosshairs. Plus, we dig into the state of private credit as fresh concerns ripple through the space. And don’t miss the next move in crypto after a drop below $65,000, Novo’s selloff on new trial results, and the opportunities in Japan as the Nikkei hovers just below records. 

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