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CNBC's "Fast Money"

2026-03-18

43 分钟
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Storage stocks rallying to record highs, as demand for AI memory continues to climb. How much farther the group has to run, and what Nvidia CEO Jensen Huang said about the next evolution in the space. Plus The numbers out of Lululemon’s latest quarter, and where a top retail analyst sees the space heading next as the consumer grapples with a messy macro backdrop. 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.
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  • Live from the NASDAQ market site in the heart of New York City's Times Square,

  • this is Fast Money.

  • Here's what's on tap tonight.

  • Good memory, shares of storage chip makers continue to rally toward records.

  • What's driving the gains and how much longer can the strength last?

  • And Lulu's lessons, what we can learn from the number last posted

  • by the athleisure maker and what it says about the state of the consumer.

  • And why one analyst called Eli Lilly a value trap,

  • airline stocks taking off despite a host of headwinds, and a utility trade.

  • The chart master says this group is ready to break out to new highs.

  • What he's seeing in the technicals that support his case.

  • I'm Sarah Eisen, in for Melissa Lee tonight,

  • coming to you live from the Studio B, Studio B at NASDAQ.

  • On the desk tonight, we've got Carter Wirth, Dan Nathan, and Guy Adami.

  • Great to see all of you, but we're going to start with the storage stocks.

  • They're making core memories in this market.

  • Western Digital, Seagate, Micron, SanDisk, all surging as AI memory demand skyrockets here.

  • The shortage continues.

  • SanDisk, in fact, has more than tripled now year to date,

  • while the others are all up 50 percent or more.