Stocks Rally As Iran War Continues… And Salesforce CEO On The Software Slump 3/4/26
CNBC's "Fast Money"
CNBC
3.9 • 1.3K Ratings
🗓️ 4 March 2026
⏱️ 43 minutes
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| 0:00.0 | Live in the NASAC market site in the heart of New York City's Times Square, this is fast money. Here's what's on top tonight. Markets in rally mode. It was a sea of green on Wall Street today as a tech-heavy NASAC more than a racist losses for the week. Water investors seeming to look through the conflict in the Middle East and can the momentum continue? Plus shares of sales force trying to bounce back after hitting three-year lows last week. |
| 0:22.0 | We'll hear from CEO Mark Benioff about what is next to the company and where it stands in the AI race later this hour. |
| 0:27.6 | And NVIDIA CEO says it may be done investing in Open AI. What's next to the dollar after its recent rally? |
| 0:33.9 | And Bitcoin breaks back above 74K has the crypto trade found its footing again. We'll debate that. |
| 0:39.7 | I'm Melissa Lee coming to your live in studio, B, at the NASDAQ on the desk tonight. Steve Rassau, |
| 0:43.4 | Karen Feinerman, Dan Nathan, and Guy Adami. We start off with that big market comeback today. |
| 0:48.6 | The Dow adding nearly 240 points, the SP gaining 8 tenths of a percent, while the NASDAQ led the charge |
| 0:54.0 | rising over 1% to turn positive for the week. |
| 0:57.9 | The tech heavy index putting in its best day since February 6th. |
| 1:01.6 | Investors warming back up to tech after a bumpy start to the week, Amazon and Tesla among the biggest winners, each gaining over 3%. |
| 1:08.2 | Invidia and the broader semi-trade also sharply higher. |
| 1:11.4 | But it wasn't just tech breathing a sigh of relief, the discretionary sector, she tried to say, |
| 1:16.5 | leading to the S&P, putting its best day since October. |
| 1:19.1 | And even financials, which have been slammed by credit concerns, managed to gain back some ground. |
| 1:24.2 | The energy trade meantime cooling down after the president pledged support for oil |
| 1:27.8 | tankers in the Strait of Hormuz, WTI crude settling fractionally higher just below $75 a barrel, |
| 1:33.6 | while the global oil benchmark Brent settled flat around the $81 mark. Energy stocks measured by |
| 1:39.3 | the XLE fell less than a percent. But with uncertainty and geopolitical tensions, far from resolved, |
| 1:45.7 | can stocks keep building on this recent momentum? It is amazing to think that this is day five of |
| 1:51.9 | the conflict with Iran, and we are flat on the week for the S&P 500, basically, and up for the NASP. |
| 1:58.4 | It is Wednesday. Yes. Day five, it means Saturday. |
| 2:01.2 | I can do that. |
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