Guy Adami

Mentioned in 11 analyzed podcast episodes across 1 show

Regular panelist and co-host on CNBC's "Fast Money," where he provides technical and fundamental analysis on equities across sectors including technology, energy, retail, and real estate. Known for identifying market rotations, valuation concerns, and sector-specific risks, with demonstrated expertise in spotting overbought conditions and evaluating M&A opportunities. His insights on geopolitical impacts on markets and hard assets make him a recurring voice in daily market discussions.

Appears On

CNBC's "Fast Money"

Episode Appearances

CNBC's "Fast Money" · Apr 14, 2026

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

“Analyzing semiconductor risks from Taiwan tensions, software trade recovery, and banking valuations”

Semiconductor Supply Chain and Custom AI ChipsAI Disruption of Legacy Software Business ModelsToken Consumption Economics in Enterprise Software

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CNBC's "Fast Money" · Apr 8, 2026

Markets Rally on U.S.-Iran Ceasefire… Delta Pops, Alibaba Bounces, and Banks in Focus 4/8/26

“Discussed market breadth and semiconductor leadership; compared today's rally to April 2025 liberation day event”

U.S.-Iran Ceasefire Geopolitical RiskOil Price Volatility and Energy MarketsChinese AI Chip Competition vs. Nvidia

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CNBC's "Fast Money" · Apr 7, 2026

Stocks Mixed Ahead Of Hormuz Deadline… And The Impact On Oil Prices 4/7/26

“Analyzing homebuilder downgrade, energy sector positioning, and mega-cap tech relative value opportunities”

Iran Nuclear Negotiations and Strait of Hormuz ClosureOil Price Volatility and Energy Market Risk PremiumApple Foldable iPhone Production Delays

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CNBC's "Fast Money" · Apr 2, 2026

Stocks Wrap Up A Volatile Week… And Playing Defense Amid The Market Swings 4/2/26

“Analyzing market bifurcation, consumer weakness via auto sales, and refiner stock positioning”

Iran-US Geopolitical Conflict and Strait of Hormuz Closure RiskOil Price Surge and Energy Market BifurcationSoftware Sector Weakness and AI-Driven Knowledge Worker Displacement

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CNBC's "Fast Money" · Apr 1, 2026

Markets Rally Ahead of Trump’s Iran Address… And Fading The Bounce 4/1/26

“Argues against fading rally, cites different circumstances from 2025 tariff situation, concerned about structural issues”

Iran War Impact on Markets and Oil PricesMarket Rally Sustainability and Fading the BounceHousing Market Deterioration and Mortgage Rate Impact

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CNBC's "Fast Money" · Mar 31, 2026

Stocks Rally On Optimism For End Of Iran War… And Apple’s Mag-7 Outperformance 3/31/26

“Discussed market dynamics, oil pricing, and sector rotation themes”

Iran War Ceasefire Negotiations and Geopolitical RiskOil Price Dynamics and Energy IndependenceNike Earnings Miss and Athletic Wear Sector Weakness

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CNBC's "Fast Money" · Mar 2, 2026

Stocks Stage Comeback Amid U.S.-Iran Conflict… And Jamie Dimon’s Credit Concerns 3/2/26

“Fast Money panelist discussing energy stock trajectory and market complacency on geopolitical risks”

U.S.-Iran Military Conflict and Strait of Hormuz ClosureOil Price Volatility and Energy Market Supply ShocksPrivate Credit Cycle and Banking Sector Exposure

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CNBC's "Fast Money" · Feb 26, 2026

Nvidia Fails To Lift Markets… And The Latest Media Drama For Warner Bros. Discovery 2/26/26

“Fast Money panelist; discussed NVIDIA rotation, software sector bounce, and staples sector overbought conditions”

NVIDIA Earnings Reaction and AI Trade SustainabilityHyperscaler Capex ROI and Concentration RiskCoreWeave Financing and Infrastructure Buildout Challenges

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CNBC's "Fast Money" · Feb 25, 2026

All Eyes on Nvidia’s Latest Quarter… And Housing and Retail Flash Warning Signs 2/25/26

“Fast Money panelist; discussed Tanger M&A strategy and valuation multiples; retail sector insights”

NVIDIA Q4 Earnings and Q1 GuidanceData Center Revenue Growth and MarginsAI Hardware vs. Software Valuation Divergence

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CNBC's "Fast Money" · Feb 24, 2026

Growing AI Warnings… And Opportunities in Private Credit & Real Estate 2/24/26

“Fast Money co-host; moderated Big Short trader panel; focused on hard assets and employment risks”

AI Bubble Risk and Valuation ConcernsPrivate Credit Market Stress and Blue Owl Liquidity CrisisNVIDIA Earnings Catalyst and GPU Demand Sustainability

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CNBC's "Fast Money" · Feb 4, 2026

Alphabet Reports Results… And Pharma Stocks Diverge In Weight Loss Drug Race 2/4/26

“Fast Money panelist; identified MicroStrategy's $76K Bitcoin average cost; cautious on Deere at all-time highs”

Alphabet Q4 Earnings and 2026 CapEx GuidanceAI Infrastructure Spending and MonetizationSemiconductor vs Software Performance Divergence

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