The Epicenter of the AI Trade…. And Looking Ahead to the Fed Rate Decision 7/28/26
All eyes on the AI trade as earnings from NXP Semiconductors and Seagate Technology Holdings report after the bell. The traders break down what the results mean for the broader tech trade, as the SMH closes out its fourth day of losses. Then, former Founder & CEO of Geometric Intelligence Gary Marcus lays out the impact of circular AI financing and whether an AI buildout could actually be profitable. Plus, how the market will react to a possible rate hike tomorrow, where retail traders are seeing opportunity, and Ford and Visa on the move after earnings. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
More from CNBC's "Fast Money"
Major Earnings After the Close… And the Fed Keeps Rates Unchanged 7/29/26
Digging in on Market Volatility… And SpaceX Hits New All-time Low 7/27/26
Apple Earnings Next Week… And Housing Stocks Soar 7/24/26
Intel Earnings Beat…And Yields Spike Ahead of Fed Meeting 7/23/26
Get summaries like this every morning.
Free AI-powered recaps of CNBC's "Fast Money" and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.