Major moves in semi stocks... And what’s next for oil 9/2/26

A key day for chip stocks as Broadcom reports second-quarter numbers and the broader semi trade rallies. The traders make sense of the action, and weigh in on whether AI titan Nvidia should heed Jim Cramer’s call to ramp up its stock buybacks. Then, oil prices extend gains as new details emerge on the U.S. deal with Venezuela. MCC Global Enterprises’ Michelle Caruso-Cabrera discusses the implications for national security -- and prices at the pump. Plus, big gains in bank stocks, Netflix’s new content strategy and Berkshire Hathaway’s bull case for Alphabet.  Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.