About this episode

The episode discusses major movements in semiconductor stocks and oil prices, featuring insights from Michelle Caruso-Cabrera on national security implications.

A key day for chip stocks as Broadcom reports second-quarter numbers and the broader semi trade rallies. The traders make sense of the action, and weigh in on whether AI titan Nvidia should heed Jim Cramer’s call to ramp up its stock buybacks. Then, oil prices extend gains as new details emerge on the U.S. deal with Venezuela. MCC Global Enterprises’ Michelle Caruso-Cabrera discusses the implications for national security -- and prices at the pump. Plus, big gains in bank stocks, Netflix’s new content strategy and Berkshire Hathaway’s bull case for Alphabet. Fast Money Disclaimer

People in this episode

Guest: Michelle Caruso-Cabrera

Topics covered

• semiconductor stocks
• oil prices
• national security
• stock buybacks
• bank stocks
• content strategy

Keywords

• semiconductor
• oil prices
• Nvidia
• stock buybacks
• bank stocks
• Netflix
• Berkshire Hathaway

Mentioned in this episode

Organizations: Broadcom, MCC Global Enterprises, Berkshire Hathaway, Alphabet, Netflix

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