Shares of Meta surging as optimism grows for its personal AI agent ‘Muse’. What analysts are making of the tech, and what we could hear from CEO Mark Zuckerberg at the company’s ‘Meta Connect’ conference on Wednesday. Plus, global diesel prices hit record highs, bitcoin breaks above $85K, and Novo’s stock drops as growth plans disappoint; where a top pharma analyst sees the sector heading next.<br>Fast Money Disclaimer<br><br>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meta Surges As Muse Optimism Grows… And Novo’s Growth Plans Disappoint 9/21/26

CNBC's "Fast Money"

[SPEAKER_03] Live from the Nasdaq Market Site in the heart of New York City's Times Square on a day when the Nasdaq Composite closed at our record. This is Fast Money. Here's what's on tap tonight. A mega meta melt-up. Shares hitting their highest price since last October, helping the AI trade rally today. Did the move just to give the green light for big tech and semis? We'll debate that. Plus, a no-go for Novo. Shares of the pharma giant sinking after its latest business update. Is there any reason to buy the stock right now? A top analyst will weigh in.

[SPEAKER_03] Plus, Bitcoin breaks above a key level. AMD joins the trillion-dollar club and not loving McDonald's stock at more than two-year lows ahead of its investor day. Can the burger chain do anything to put the happy back into its happy world? I'm Melissa Lee. Come to you live from Studio B at the Nasdaq. On the desk tonight, Tim Seymour, Steve Brasso, Guy Adami, and our guest trader tonight, Joe Ziedel, Chief Investment Strategist at Ziedel Macro Strategy. I almost renamed you. Joe, welcome. Great to have you with us. Thank you.

[SPEAKER_03] And we start off with the monster move in MetaShares, jumping more than 11%, their biggest gain since April 2025, posting their highest close in nearly 11 months. The move coming two days before CEO Mark Zuckerberg takes the stage at the company's annual MetaConnect conference on Wednesday. Wells Fargo also upping its price target on the stock to $796. That implies another 7% upside from today's close. Analysts citing strong traction for the company's newly launched personal AI agent, Muse.

Meta Surges As Muse Optimism Grows… And Novo’s Growth Plans Disappoint 9/21/26

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Meta Surges As Muse Optimism Grows… And Novo’s Growth Plans Disappoint 9/21/26

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.