# Software Sits Out Of The Rally… And Inflation Data Impact On Next Fed Decision 4/9/26 Page: https://stenobird.com/podcast/cnbc-s-fast-money-385199/software-sits-out-of-the-rally-and-inflation-data-impact-on-next-fed-decision-4-9-26 Text version: https://stenobird.com/podcast/cnbc-s-fast-money-385199/software-sits-out-of-the-rally-and-inflation-data-impact-on-next-fed-decision-4-9-26.md Podcast: [CNBC's "Fast Money"](https://stenobird.com/podcast/cnbc-s-fast-money-385199) Published: 2026-04-09T22:14:14+00:00 Episode link: https://www.cnbc.com Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/b7b89f33-e5b5-46a6-9e42-7f843e9567e5/episodes/a3913557-d51b-46f6-8ed0-183d87736723/audio/128/default.mp3?aid=rss_feed&awCollectionId=b7b89f33-e5b5-46a6-9e42-7f843e9567e5&awEpisodeId=a3913557-d51b-46f6-8ed0-183d87736723&feed=szW8tJ16 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/cnbc-s-fast-money-385199/episodes/software-sits-out-of-the-rally-and-inflation-data-impact-on-next-fed-decision-4-9-26 Duration seconds: 2606 ## Resource Software stocks sitting out of today’s market move higher, as Anthropic’s latest AI model becomes the latest thorn in the group’s side. The names getting hit the hardest, and the latest developments out of the Middle East sparking today’s rally. Plus, Google and Intel expand their AI chip partnership, Disney plans layoffs under its new chief, and how today’s inflation data could impact the Fed’s next rate decision. Fast Money Disclaimer ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/cnbc-s-fast-money-385199/episodes/software-sits-out-of-the-rally-and-inflation-data-impact-on-next-fed-decision-4-9-26/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/cnbc-s-fast-money-385199/software-sits-out-of-the-rally-and-inflation-data-impact-on-next-fed-decision-4-9-26.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.