Episode

Major moves in semi stocks... And what’s next for oil 9/2/26

Podcast: CNBC's "Fast Money"
Published: Sep 2, 2026
Duration seconds: 2617
Processing state: not_requested
Canonical source: https://www.cnbc.com
Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/b7b89f33-e5b5-46a6-9e42-7f843e9567e5/episodes/95883805-9457-4429-a262-56cee6df764e/audio/128/default.mp3?aid=rss_feed&awCollectionId=b7b89f33-e5b5-46a6-9e42-7f843e9567e5&awEpisodeId=95883805-9457-4429-a262-56cee6df764e&feed=szW8tJ16
JSON: /v1/public/podcasts/cnbc-s-fast-money-385199/episodes/major-moves-in-semi-stocks-and-what-s-next-for-oil-9-2-26
Markdown: /podcast/cnbc-s-fast-money-385199/major-moves-in-semi-stocks-and-what-s-next-for-oil-9-2-26.md

Actions

POST https://stenobird.com/v1/public/podcasts/cnbc-s-fast-money-385199/episodes/major-moves-in-semi-stocks-and-what-s-next-for-oil-9-2-26/transcription-requests
Idempotently request low-priority transcript generation for this episode.
GET https://stenobird.com/podcast/cnbc-s-fast-money-385199/major-moves-in-semi-stocks-and-what-s-next-for-oil-9-2-26.md
Read the agent-friendly Markdown representation of this episode resource.

Summary

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