CNBC's "Fast Money"

Tim Seymour, a seasoned investor, discusses JPMorgan's alarming expense forecast, prompting a deep dive into its effects on the banking sector. Dan Nathan sharpens the focus on Walmart, emphasizing its Nasdaq debut and bullish outlook despite market turbulence. Chris Verrone presents a compelling retail strategy, advocating for a long position in Walmart while shorting Costco. Leslie Picker highlights AI spending by banks and investor concerns about ROI, urging listeners to consider the implications for future investments.

Karen Finerman, a professional trader known for her market insights, and Robert Fishman, an equity analyst specializing in media, dive into the implications of rising global yields and discuss whether Warner Bros. Discovery will sway shareholders amidst a hostile bid from Paramount Skydance. They tackle the valuation concerns surrounding WBD and debate the competitive edge between Netflix and Paramount. The panel also explores the broader impact of these developments on the media landscape and volatility in the stock market.

Tim Seymour, a seasoned investor known for his insights on macro and tech trends, joins experienced trader Karen Feinerman and Eamon Javers, an expert in legal tech issues. The trio dives into Oracle's staggering 40% drop since its last earnings report and speculates on upcoming results. They also explore the implications of Netflix's massive bid for Warner Bros. Discovery and discuss its market dynamics. Javers sheds light on the government's antitrust case against Alphabet, emphasizing its impact on the tech landscape.

Joining the discussion are Mike Wilson, Chief U.S. Equity Strategist at Morgan Stanley, who shares insights on a bullish 2026 stock market forecast, targeting a staggering S&P 7,800. Tim Seymour, a market-savvy investor, dives into interest rate dynamics and the impact of potential Fed Chair candidates from Trump’s circle. Dan Nathan adds his expertise, highlighting market reactions to shifts in Fed independence and the growing pressure on different sectors, offering a comprehensive view of what the future may hold for investors.

Peter Buchmar, Chief Investment Officer at One Point BFG Wealth Partners, champions oil as potentially more valuable than gold, citing bullish fundamentals and underownership in energy. He emphasizes the need for a sector rotation and discusses geopolitical influences on oil pricing. Brent Thill, a Jefferies analyst, counters a report on Microsoft’s AI sales growth, asserting strong demand and long-term prospects for the tech giant amidst a volatile AI landscape.

Apple hits a record high, sparking debate about its late entry into the AI race and if that could be a hidden advantage. The panel discusses the company's strong device distribution against its R&D challenges, while contrasting Google's faster AI advancements. Insights on energy sectors reveal bullish trends ahead. CrowdStrike reports impressive earnings, signaling strong demand for AI security. Plus, a look at Boeing's market bounce and retail strength ahead of key earnings paints a vibrant picture of industry dynamics.

Bitcoin is grappling with a notable selloff, with panelists discussing the impact on major players like MicroStrategy. The show dives into macroeconomic forces affecting crypto, while exploring bullish sentiments in AI for the upcoming year. A tech analyst shares insights on lucrative sectors in AI, despite underlying risks. Retail trends shine, highlighted by strong Black Friday figures and Disney's box office success with Zootopia 2. The discussion wraps up with final trade recommendations and a look at automotive stocks.

Bruce Zimmerman, a patient with multiple sclerosis, shares his journey of navigating high prescription costs through PriceMDs, an alternative funding program. He reveals his experiences traveling abroad to access medications, highlighting the gaps in the U.S. healthcare system. The discussion uncovers the risks associated with unregulated drug imports and safety concerns from industry experts. The podcast also explores the controversial business model of AFPs and the push for greater transparency and patient protections in the face of illegal operations.

Traders dive into the recent market rally and the implications of a falling VIX. They explore semiconductor trends beyond NVIDIA and the shifting landscape of private markets leading into year-end. Discussions cover the rising interest in crypto ETFs, along with security risks tied to digital assets. Oracle's valuation and potential risks are debated, while the impact of obesity drugs on market dynamics is analyzed. Finally, they assess airline demand and make trade calls for the holiday season.

Oliver Chan, a Senior Retail Analyst at TD Cowen, dives into consumer behavior and retail sector trends. He discusses the unexpected resilience of shoppers before Black Friday and identifies retail giants like Walmart and Costco as key winners in holiday spending. Chan also analyzes Target's inventory challenges and highlights the impact of promotional strategies on consumer choices. With a keen eye on the evolving holiday landscape, he shares insights on how different income groups are adjusting their spending habits.