CNBC's "Fast Money" Stocks Surge After Soft CPI Data… And Mag7 On Deck To Report 10/24/25
Oct 24, 2025
Peter Bukvar, Chief Investment Officer and CNBC contributor, provides keen insights into recent market movements. He discusses how the softer-than-expected CPI data may lead to Fed rate cuts, fueling a stock rally. Bukvar emphasizes the importance of watching capital expenditures and oil prices. The podcast also delves into earnings expectations for major tech players and the rising interest in nuclear stocks driven by new power deals. With a focus on market positioning, Bukvar offers a strategic look at navigating the busy earnings season ahead.
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CPI Spurs Rally Before Mega-Cap Earnings
- A softer-than-expected CPI reading boosted hopes the Fed can resume rate cuts and pushed stocks to record highs.
- Markets priced this as a green light ahead of a heavy earnings week dominated by MAG7 reports.
Owner's Equivalent Rent Eased Fed Worries
- Tim Seymour called the CPI relief meaningful and highlighted strong EPS growth this quarter supporting higher markets.
- He argued owner's equivalent rent was the best sign in months and reduced Fed tightening fears.
Froth Meets Persistent Inflation Reality
- Karen Finerman warned markets looked frothy entering AI-driven earnings despite solid bank reports.
- She stressed that persistent inflation means the Fed is still far from its target even as sentiment tilts dovish.