CNBC's "Fast Money"

Major indexes rebounded in a big way on Thursday, with the Dow rising nearly 2%. But Apple, which has been one of the leaders, even amid the recent sell-off, ended the day down, as did the rest of big tech. The traders break down what this all means.

Stocks closed near their lows of the day after the CDC announced the first case of Omicron in the U.S. was found in California. The S&P gave up a 1.8% gain earlier in the day to close squarely in the red. What the sell-off says for the market, and what investors should be paying attention to into year-end.

The S&P closed near the lows of the session after Fed Chair Jerome Powell suggested the central bank may speed up the timeline of its taper. So how are the traders setting up after Tuesday’s rout? Plus the S&P may have been down nearly 2%, but Apple was up more than 3%! What happens if that leadership goes away?

Markets staged a solid rebound monday after their post-Thanksgiving sell-off, but the Chart Master says there could be more pain ahead through year-end. Plus, Twitter shares taking a tumble after Jack Dorsey announced his resignation as CEO. But what will that mean for his other company, Square?

The S&P managed to eke out a gain today, but is still down nearly a percent from all-time highs. The Nasdaq is down more than 2%. And while the next month is traditionally strong for stocks, that got us wondering if the Santa Claus rally has already come and gone?

Big tech and high growth stocks posting a second day of losses, with the Nasdaq down sharply from a record high hit just yesterday morning. Is this the end of the run in high-growth, high-multiple stocks, or an opportunity to buy in. Plus smash-and-grab jobs putting pressure on retailers just as the most important time of their year is upon us. What it means for margins and the stocks.

The S&P dropped in the last hour of trading after spending most of the day in record territory. This, as 2-year yields and the dollar spiked, and high-valuation stocks like Palantir and DoorDash plunged. What the move says about the strength of the market. Plus it’s that time of year when families gather around the table to discuss...crypto! What that could mean for prices in the coming weeks.

Austria on lockdown and rising COVID cases in the U.S. Could another wave of the virus halt the market progress? Plus small caps broke out of a nine-month trading range early this month. But the Chart Master sees cause for concern in the space.

Apple surged to a new all-time high after a report that it's moving up its timeline to get its first autonomous vehicles on the road. What it means for the rest of the auto space. Plus while Apple, Nvidia, Home Depot and others are hitting record highs, Alibaba, Peloton, Roku and others continue to struggle. Do you stick with the winners or bet on a bounce back?

Markets ended the day down, but big tech was able to hold up strong, with Apple jumping as much as 2% and Microsoft hitting an all-time high. So will the trade that has worked all year long continue to lead into year-end? The traders break down their thoughts. Plus the runs in Rivian and Lucid seemed to run out of battery on Wednesday, but they’re still far outperforming the rest of the auto pack over the past week. Are the EV gains for real?

Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed.

With the holidays just around the corner, how are the retail names stacking up? Despite headwinds from inflation and supply chains, we got a few strong earnings reports this morning. Does that set the stage for more strength to come? Plus, Bitcoin pulling back from records recently and the Chart Master’s raising a major warning signal for where crypto is going from here.

We’re counting down to reports from the big retailers, but with these stocks rallying heading into this earnings season, has the bar been set too high? Plus a copy of the U.S. Constitution is going up for auction at Sotheby’s this week, and a group is making its bids all in ethereum. We’ve got two of the bidders to break down why the move is so consequential.

Consumer sentiment falling to its lowest level in more than a decade as inflation concerns seem to be taking a toll on spending. What that says about the market and the economy. Plus, pot stocks blazing higher as federal legalization seems within reach. How the traders are looking at these names.

Markets may be off their records, but the traders have their eyes on three charts they say could give us a real read on where the markets are going. We break them down and get the details. Plus Disney is going all in on the Metaverse. But who’ll come out as winners when we all go virtual. One top analyst has the details.

Disney shares on the move after its latest earnings report, and CEO Bob Chapek joins us straight from the company’s conference call. Plus markets pulling back after the highest CPI read in more than 30 years. How the traders say you should play rising inflation.

CNBC’s Melissa Lee examines how social media and its influencers are changing the world of traditional investing by glamorizing trading for a new generation and fueling the rise of crypto. Lee visits Miami, where there is an emerging crypto and tech scene. She profiles a young social media influencer and claimed crypto millionaire who shares his financial advice online with more than a million followers. And she explores the rise of fintech influencers and the broad effect social media is having on investing. Lee’s reporting also takes her to the virtual world of this new generation of digital natives. She looks at multiple metaverses, interviews the former CEO of Atari and visits one of these virtual realms where there is an Atari branded casino and cryptocurrency called the Atari Token. With instant gratification and real-time adjustments, some companies and players are betting the metaverse is the next step in the evolution of gaming.

“Generation Gamble” provides an in-depth examination of the intersection of betting, trading and gaming, exploring what is at stake for everyone involved and how taking risks can be as easy as a tap on an app. As a result of the COVID-19 pandemic, online activity increased dramatically, leading Gen Z to reevaluate how it makes and uses money. CNBC’s Melissa Lee profiles avid college-aged users of online betting and investing apps illustrating their ease and willingness to take risks. Then, Lee travels to Boston, where she interviews the co-founders of DraftKings and discusses the rapidly growing popularity of sports betting as it becomes legalized around the country. The episode looks at other industries getting in on the action and what DraftKings is doing to promote responsible gambling among its users. Lee explores the potential downsides of betting and investing behavior as well, through people dealing with addiction and the experts trying to treat them. With an estimated four million Americans suffering from compulsive gambling disorder, CNBC shows firsthand the potential dangers behind constant access.

All eyes are on Rivian as the electric vehicle maker gets ready to go public tomorrow. We bring you all the latest details and how you should be looking at the space. Plus, shares of GE rose as much as 7% after announcing it would be splitting into three separate companies. The traders debate whether the move truly unlocks value.

Shares of AMD closing at an all-time high today after the chipmaker signed a deal with the company formerly known as Facebook to supply semis. So is this the ultimate way to play the metaverse boom? Plus Rivian is set to make its market debut on Wednesday. And one venture capitalist say that, unlike with other recent EV IPOs, this one’s the real deal.

Positive news for Pfizer’s Covid pill helping stocks climb to new records on Friday, but the real strength was in the reopening trade, with airlines, casinos, and cruise lines all rallying big time. How the traders are playing all these moves. Plus DraftKings ending the day down more than 2% after its earnings report. But one trader says it’s too early to fold your hand on the stock.

We’re all over the after-hours action in shares of Uber, Pinterest, Square, Peloton and more. We’re diving into the numbers and breaking down all the details. Plus the CME Group inking a 10-year deal with Google. CEO Terry Duffy joins us exclusively with all the details.

The Federal Reserve made it official today, announcing the winddown of its bond-buying program. The news sending stocks to new highs, but have markets gotten ahead of themselves. Plus, Zillow shares plunged to their lowest level since July 2020, and a couple traders are taking the sell-off as an opportunity to buy in. We’ll find out why.

Markets bracing for the central bank to announce its taper. How should you be positioning yourself for the news. Plus an exclusive interview with the CEO of Las Vegas Sands, as the company doubles down on its business in Macau.

The S&P eked out another record close to start the week, but big tech stocks were all down. What’s the market action say about where to invest now. Plus, Tesla surging to its own all-time high today, and we get new details on Rivian’s market debut.

Short-term Treasuries have been on a tear in recent weeks and the yield curve is flatter than it’s been all year. How the traders are dissecting those moves and what it means for your money. Plus the Meta rebrand is about more than Facebook. A couple metaverse cryptos are getting a big boost today. Brian Kelly breaks down what’s behind the moves.

The earnings parade continues with more than $4.2 trillion worth of stock reporting results after the bell. We’re breaking down the results and bringing you the trade. And Facebook goes Meta. But is the rebranding more than just a gimmick?

Alphabet and Microsoft closed at record highs after their latest earnings report and led the Nasdaq to an intraday record. And all eyes turn now to Apple and Amazon which report tomorrow and could have a huge impact on where markets go from here. Plus, we’ve got our eyes on Ford after its latest results and SoMa Equity Partners’ Gil Simon gives us his best stock pick.

It’s a parade of big tech earnings today, with Alphabet, Microsoft, Twitter, Robinhood, AMD, Visa all releasing results. We’ve got the latest details from the conference calls and all the strategy to play the names.

Facebook shares higher in the after-hours after the company posted a better than expected profit for the latest quarter, even though revenue fell short of estimates. How you should trade the moves now, and what it says about the rest of big tech this week. Plus Tesla added over $100 billion in market cap today, launching it into the trillion dollar market cap club for the first time. What’s next for the EV maker? We break it down.

Express shares soaring after the company posted record card spending for the latest quarter. So is this a sign that the consumer is ready to open his wallet and give the economy a major boost? Plus, Intel recording its worst day in over a year after its latest earnings report. The Chart Master lays out what it means for the rest of the semi space.

We’re all over the after-hours action in Snap, Intel and more as Q3 earnings season kicks into high gear. Plus one analyst says Macy’s has the potential to unlock huge value if it spins off its e-commerce platform as Jana Partners suggests. Where he says the stock could be going from here.

Shares of Tesla on the move after the company’s latest earnings report. Where shares are going from here, and what the traders want to hear on the upcoming conference call. Plus, Paypal in late stage talks to buy Pinterest in what could reportedly be a $39b deal. What it says about the future of fintech and the social stocks

Netflix on the move after its latest earnings report, but will the breakout popularity of Squid Game be enough to keep this stock rocketing to new highs? Plus top Tesla analyst Adam Jonas of Morgan Stanley is breaking down what he expects from that company’s report tomorrow.

Biotech stocks have been far underperforming the broader market over the past month, but one top analyst says that might be about to change. We break down the trade. Plus, Disney shares dropping 3% today after a downgrade from Barclays, while Netflix reaps the benefits of the hugely popular Squid Game. How the names stack up heading into earnings.

Facebook shares just clocked in their fifth straight week of losses, down 14% since that damning WSJ article on Instagram. So have we finally seen the straw that broke the company’s back? Plus, bitcoin rising above $60K for the first time since April. The Chart Master lays out where the crypto is going from here.

The S&P posted its best day since March and the Dow ended a 4-day losing streak. But the big winners today -- high growth like semis, biotech and the Ark Innovation fund. What’s behind the gains and how should you trade the names? Plus Sheila Bair was front and center for the last financial crisis and she’s seeing signs that another one could be on the horizon. She tells us what’s keeping her up at night.

Rising fuel costs, labor shortages, supply chain issues -- there are plenty of reasons companies are cutting guidance for the fourth quarter. But with markets near all-time highs, are investors sufficiently pricing in the risks? Plus reports Apple is cutting iPhone production sending its chip suppliers lower today. But it wasn’t all bad news in the semi space. How we’re trading the names.

Apple shares dropping after hours after reports the company is getting ready to slash iPhone production due to the chip shortage. What it means for the iPhone maker and the chip stocks. Plus JPMorgan set to kick off Q3 earnings season tomorrow morning. How you should trade the big banks around these reports.

The XLE Energy ETF hit its highest level in nearly seven years early in the session, but ended up closing the day down. So is this a sign that the oil trade has run out of steam? Plus JPMorgan CEO Jamie Dimon calling bitcoin “worthless,” but that’s not enough to keep him from offering it to clients. What it means for the crypto boom.

Oil prices crossing the $80 mark for the first time since 2014 and energy stocks rallied on the heels of the move. But should you be buying in on the rally, or is the trade running out of steam? Plus Q3 earnings season kicks off next week with big banks and airlines. How you should be trading the names on those reports.

The S&P posted its third straight day of gains and closed at its highest level of the month after Congress reached a deal on the debt ceiling. But with rates rising as well, where are markets going from here? Meanwhile, Alibaba jumped more than 8% for its best day since April and its fifth best day on record. We break down the big bet that drove the rally.

GM setting long term goals to more than double annual revenue by 2030 and expand margins to as much as 14% as it focuses on a digital push and ramping up electric vehicle production. We dive into the company’s strategy and bring you the trade on the entire auto sector.

Netflix app downloads are surging as a new South Korean show brings in a new audience and sends the stock to all-time highs. Plus, Microsoft is the only mega cap tech stock that hasn’t seen a 10% correction in its shares. What it’s resilience says about how you should trade the space.

Markets plunged to start the week with the five biggest stocks in the U.S. losing a combined $236 billion in market cap today alone. So is there more pain to come, or is this an opportunity to do some bargain hunting? Plus, a damning whistleblower report and widespread outages send Facebook to its worst day in almost a year, but the stock remains a favorite in the ESG space. We break down why.

Markets jumped on Friday after Merck announced strikingly positive results for its new COVID pill, but the real rally came in names tied to an economic reopening. So does the news signal that all’s clear for the market? Plus after the recent rout in the retail sector, one trader is finding opportunity in a beaten down name. We’ll tell you why.

Markets ended Q3 on a down note, with the S&P dropping a percent and closing out its worst quarter since Q1 2020. But one big tech stock was able to manage sizable gains today. We dive into what’s helping Netflix break out to new highs. Plus one expert says bitcoin prices could more than double over the next three months. What she says is going to drive the crypto higher.

So much for Dollar Tree. The discount retailer saying it has to raise prices on its merchandise to $1.25 or $1.50 because supply chain concerns have driven up costs. So is this a sign that inflation may be more than transitory? And will the consumer ultimately pay the price. Plus the Nasdaq unable to hold onto gains, even as the Dow and S&P managed to rebound. We go Off the Charts to find out where tech is heading next.

Markets seeing their worst day in months, with the Nasdaq dropping nearly three percent, its biggest decline since March. The traders discuss how they’re playing the pullback, and where they see markets going from here. Plus why one top investor says there may be more selling ahead -- what he’s doing with his money now.

Treasury yields are at three-month highs, and one top strategist says they’re going even higher from here. BTIG’s Julian Emanuel joins us with his forecast, and where he says you should be putting your money now. Plus, Facebook is putting a pause on its Instragram for kids product. What that means for the company and the state of social media.