A September Slump Or Fall Fury?... And Options Strategy Ahead Of Earnings 8/29/25

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.3 • 1.2K Ratings

🗓️ 29 August 2025

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

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Summary

Stocks wrapping up August with a drop, but still seeing another month of gains. Does the market action this summer setup stocks for more gains ahead, or will the rally cool off like the weather? Plus, navigating next week’s earnings reports using options. The setup ahead of the numbers, and the names with the biggest implied moves. Fast Money Disclaimer

Transcript

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0:00.0	Happy Friday live on the NASDAQ market site in the heart of New York City's Times Square.
0:05.5	This is fast money. Is it a fizzle to the summer sizzle?
0:10.8	Stocks hit to end the week. Does this set the stage for a September swoon?
0:15.2	Plus, the results roll on. Another big slate of earnings on deck next week.
0:19.6	How options traders are setting up ahead of all of it, like Broadcom, Salesforce, Lulu Lemon, and more. Plus, crypto's rough week, placing your bets ahead of sports betting's biggest season. And maybe, just maybe, the most important charts right now. Your traders lay out what they're watching.
0:39.8	And on your desk tonight, ahead of the three-day holiday weekend, literally on your desk tonight.
0:46.3	To my right is Stephen Grasso.
0:48.4	We got Mike Coe and Julie be able with us as well.
0:51.7	We'll take it.
0:52.5	All right.
0:53.0	Welcome, everybody.
0:54.1	Let us start with your action today,
0:56.3	or maybe lack of buyer action because stocks did fall. The down the SPP down a little bit,
1:03.3	but the NASDAQ dropped over 1%. The red hot chip stocks, they got cooled off, dragging down the
1:09.5	index. The SMH semiconductor ETF had its
1:13.4	worst day since April. That's in part because Marvell technology plunging nearly 19% after
1:20.0	last night's earnings. Invita and Broadcom also lower, kind of a sympathy trade, but that made
1:26.6	Nvidia post a negative month.
1:28.9	But let's be optimistic.
1:30.3	It's Friday, heading into a holiday weekend.
1:32.5	Despite the down day, the major averages all firmly in the green for the month of August.
1:37.5	In fact, the S&P 500 and Dow, each single fourth straight month of gains.
	...

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