CNBC's "Fast Money"

Stocks sell off to wrap out a second straight week of losses, with the Nasdaq entering into correction territory. The latest developments out of the Middle East weighing on markets, and if there’s more pain to come next week. Plus it’s not just equities feeling the impact, as oil continuing its climb higher. Why a top energy analyst says we’re reaching a “critical stage” in the recent oil shock, and where he sees prices heading next.

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Rates across the world are climbing as central banks raise inflation warnings. How yesterday’s Fed decision sets up a potential rate *hike* at the bank’s June meeting, and when the recent jump in yields could finally hit the equity market. Plus, Eli Lilly’s latest trial data, Novo’s FDA approval, and the patent expiration that could shake up the weight loss drug space.  

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Micron shares on the move after earnings, and we break down what the results and guidance mean for the AI memory trade with S&P Global’s Melissa Otto. Plus, market reaction to the latest Fed rate decision, private-credit stress spills into consumer loans, and a spotlight on Josh D’Amaro’s first day as Disney CEO.

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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.

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All eyes on Nvidia, as the chip giant kicks off its GTC conference. The next-gen GPU’s investors are waiting to hear about, and what it means for the stock’s next move. Plus Stocks rallying to start the week, as oil pulls back on the latest developments out of Iran. What a top market strategist needs to see before buying the dip, and the areas of the market where he’d put new money to work.

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