
The Next Great Rotation… And Wall Street Sours on Coreweave 7/8/25
CNBC's "Fast Money"
00:00
Market Shifts and Banking Insights
This chapter explores the evolving landscape of the semiconductor market and the banking sector, highlighting key players like Intel and AMD. It emphasizes the performance of major banks amidst deregulation and changing market conditions, while examining credit dynamics and investment opportunities. The discussion also touches on trade negotiations and the implications of tariffs on the economy and stock market.
Transcript
Play full episode