Yields Surge and Prepping for Nvidia Results 5/19/26

CNBC's "Fast Money"

CNBC

News, Investing, Business

3.9 • 1.3K Ratings

🗓️ 19 May 2026

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Yields on long-dated Treasuries hit their highest level in nearly 20 years and stocks ended the day lower across the board. Are equities finally starting to reflect the risks in the market? Plus Nvidia reports earnings after the bell tomorrow. What investors will be watching and how to position now. Fast Money Disclaimer

Transcript

Click on a timestamp to play from that location

0:00.0	Live for the NASDAQ market site right here at the heart of New York City's Times Square,
0:05.0	this is fast money on tap. Borrowing costs blowing up. The 30-year bond hitting levels last seen during the financial crisis is that what could ultimately break what has been an amazing stock rally. Plus, we're all getting ready for NVIDIA. Those numbers out in less than 24 hours.
0:22.3	Bank stocks supporting with what some call key support and Home Depot giving a read on you,
0:27.8	the American consumer and housing. Plus, let's disrupt it.
0:32.3	CEO of number 18 on our exclusive CNBC Disruptor 50 list. And now his company is shaking up the experience and outcomes.
0:40.6	People living with cancer.
0:43.4	Hi, everybody.
0:44.0	I am Brian Sullivan in for Melissa Lee and coming to you live from Studio B at the NASDAQ
0:47.8	on your desk tonight.
0:49.7	Tim Seymour, Dan Nathan, Guy Dami, and Stu Kaiser.
0:53.8	He is head of equity trading strategy at Cities 2.
0:56.5	Welcome.
0:56.9	Good to see it.
0:57.6	All right.
0:58.7	Stock markets ended the day down.
1:00.9	But we're going to start tonight's show with a different market, the bond market, because
1:05.8	that is the big news today.
1:08.8	Government borrowing costs, they just keep going up. Tenure yields
1:12.2	closing in on 4.7 percent. But the 30-year Treasury is now yielding more than at any time since
1:20.5	2007, nearly 20 years ago in the subprime crisis. But let's be clear, this move in bonds, not just an American
1:30.5	issue. You want an example? How about two? Japanese government bonds, they're yielding their highest
1:36.3	rate in nearly 30 years, and UK yields also higher as well. This is truly a global story.
	...

Transcript will be available on the free plan in 9 days. Upgrade to see the full transcript now.

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.