The Best First Half Ever for Semis… And Nike Report Results 6/30/26

史上最佳半决赛首半场… 以及耐克6/30/26财报揭晓

CNBC's "Fast Money"

2026-07-01

44 分钟
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单集简介 ...

The first half of the year ends with chips and semiconductors soaring and software sinking. How the Magnificent 7 can stay afloat after the major software losses, and if gains in the chip and semi space will continue in the second half. Then, Neuberger senior research analyst Kevin McCarthy lays out what’s next for Nike after its fourth-quarter earnings results, and if investors are running to other discretionaries. Plus, Bitcoin on track for its lowest levels since 2024, the trillion-dollar defense industry, and telecom trading at near-two year lows. 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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  • this is fast money here's what's on tap tonight a first half chip rip semi-stock soaring but leaving software

  • and some mega cap names in the dust so will this trend of tech have and have nots continue