Is the Tech Slump Here to Stay?… And Opportunities Outside of Software 6/26/26

技术萧条将持续吗?... 以及软件之外的机遇 6月26日

CNBC's "Fast Money"

2026-06-27

50 分钟
PDF

单集简介 ...

A rough week for Big Tech as investors shy away from AI and memory stocks. Deepwater Asset Management’s Gene Munster lays out why the AI trade may not be dead and how investors can navigate the tech sell-off. Then, why investors might find better returns outside of the software trade in lower-middle-market businesses. Plus, the next move in biotech after a big week, SpaceX falls back down to earth, and if Nike can run past its rough year when results cross the wires next week. 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.
更多

单集文稿 ...

  • Mazda has been named Consumer Reports' safest new car brand.

  • It starts with our approach.

  • Every Mazda comes standard with proactive safety features.

  • So you're more aware of what's around you, more focused on the road ahead, and ready before problems ever start.

  • Mazda, more of what matters most to you.

  • Go to MazdaUSA.com to learn more.

  • Consumer Reports does not endorse or promote any product.

  • At Edward Jones, we believe rich is more than caring about the latest and greatest.

  • It's also taking care of what gives your life meaning.

  • That's why your dedicated financial advisor meets you where you are with personalized financial strategies

  • that help protect what matters.

  • So you can preserve your progress while creating a path forward.

  • The key to being rich is knowing what counts.

  • Let's find your rich together.

  • Edward Jones, member SIPC.

  • Fly for the Nasdaq market site in the heart of Times Square in New York City.

  • This is fast money, and here's what's on tap tonight.

  • Tech's tough week.

  • The Nasdaq down five days in a row.

  • We're going to talk with one tech investor who thinks a drawdown from here is imminent.