# Software Stocks Surge and a Controversial Call From a Former Trump Advisor 5/28/26

Page: https://stenobird.com/podcast/cnbc-s-fast-money-385199/software-stocks-surge-and-a-controversial-call-from-a-former-trump-advisor-5-28-26
Text version: https://stenobird.com/podcast/cnbc-s-fast-money-385199/software-stocks-surge-and-a-controversial-call-from-a-former-trump-advisor-5-28-26.md
Podcast: [CNBC's "Fast Money"](https://stenobird.com/podcast/cnbc-s-fast-money-385199)
Published: 2026-05-28T22:14:01+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/34240dbf-cb74-4f12-a4b6-fbf5fd9b50b6/audio/128/default.mp3?aid=rss_feed&awCollectionId=b7b89f33-e5b5-46a6-9e42-7f843e9567e5&awEpisodeId=34240dbf-cb74-4f12-a4b6-fbf5fd9b50b6&feed=szW8tJ16
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Duration seconds: 2663

## Resource

A post-earnings pop in Snowflake sends the software ETF to its highest level since late January, but can the rally keep its momentum? Plus Joe Lavorgna, a one-time advisor to the Trump administration is calling for 100bp of rate hikes this year. He lays out his reasoning. Fast Money Disclaimer

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## Transcript

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