# Strong Memory Momentum… And The Next Move For Retail Stocks 3/17/26

An episode of [CNBC's "Fast Money"](https://invisiblenetwork.ai/podcast/215529509), 17 Mar 2026, 43 min.

Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/b7b89f33-e5b5-46a6-9e42-7f843e9567e5/episodes/ae693dc6-09a1-460f-b868-a9da6d6f5899/audio/128/default.mp3?aid=rss_feed&awCollectionId=b7b89f33-e5b5-46a6-9e42-7f843e9567e5&awEpisodeId=ae693dc6-09a1-460f-b868-a9da6d6f5899&feed=szW8tJ16

Storage stocks rallying to record highs, as demand for AI memory continues to climb. How much farther the group has to run, and what Nvidia CEO Jensen Huang said about the next evolution in the space. Plus The numbers out of Lululemon’s latest quarter, and where a top retail analyst sees the space heading next as the consumer grapples with a messy macro backdrop. 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.

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