Big Tech Bounce… And An Economic Warning From JPMorgan CEO Jamie Dimon 4/14/26

CNBC's "Fast Money"

CNBC

News, Investing, Business

3.9 • 1.3K Ratings

🗓️ 14 April 2026

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Nvidia and the rest of the Mag7 stocks helping fuel a big tech bounce, with software, semis, and nearly every part of the tech trade in the green. What the Fast Money traders make of the action, and if the good times can continue. Plus Why one bank analyst is calling the private credit concerns overblown, a potential mega merger in the airline space, and why JPMorgan CEO Jamie Dimon is warning of increasingly complex economic risks. Fast Money Disclaimer

Transcript

Click on a timestamp to play from that location

0:00.0	Live in the NASAC market site in the heart of New York City's Times Square, this is fast money.
0:05.2	Here's what's on tap tonight.
0:06.6	Big Tech and rally mode, the MAG 7 adding a combined $400 billion in market cap today.
0:11.9	The NASDAQ closing at its best level since the end of January.
0:14.9	What's behind the gains?
0:16.0	And can the momentum last?
0:17.5	And Bank on Financials, Citigroup hitting highs last seen 18 years ago as earnings
0:23.1	revenue handily beat estimates is the time to go all in on this group. We'll get some answers.
0:27.5	Plus, Bitcoin hits a key level. Netflix gets some Wall Street love ahead of earnings and a slew of
0:32.4	upgrades in the auto sector of socks hitting the accelerator. How much higher can they go? We
0:37.3	will debate that.
0:38.3	I'm Melissa Lee. Come to you a lot from studio, Bia Zazac on the desk tonight. Tim Seymour, Steve Grasso, Dan Nathan, and Guy Damme. We kick things off with the massive bounce in big tech. Invidia notching a 10th straight day in the green, tying its longest ever winning streak. It is up nearly 20% in that time.
0:54.7	Those gains helping push this SMH semi-ETF to an all-time high. green tying its longest ever winning streak. It is up nearly 20% in that time.
0:54.7	Those gains helping push this SMH semi-ETF to an all-time high, but it wasn't just chip
0:59.6	stocks leading the way, all but one member of the MAG7 up today, meta-jumping more than
1:04.5	4%. Even the long-suffering software space, up a percent, though it did close off its highs
1:09.9	at the session. Western Digital,
1:11.7	Seagate, Marvell, Lamb Research, and KLA 10 Corp, I should say, among the tech stocks hitting
1:17.6	records today. So what do these moves tell us about the state of this market? Should we read into
1:23.2	this big bounce in tech, Tim? I think you should read into it, and I think it's not just today. I mean, I think semis have been outperforming and leading this market higher, but you're definitely honing in on the outperformance of mega-cap tech, and I am talking about at least the Mag6. Apple's been kind of quiet. The fact that we're talking about Nvidia up 10 ten straight days and we haven't talked about the last nine
1:45.1	i mean it's amazing what this market is doing and if you look at the nasdaq
1:48.8	the fact that we are you know thirteen percent up off that intraday low
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from CNBC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of CNBC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.