CNBC's "Fast Money"

Mike Fratantoni, Chief Economist at the Mortgage Bankers Association, shares insights on the current and future state of mortgage rates and the housing market. He predicts that rates may linger above 6% through 2028 due to economic factors like term premiums and tariffs. Fratantoni also discusses the increasing housing inventory and the different responses from first-time buyers compared to move-up buyers in this challenging market. Tune in for expert analysis on how these trends affect home buying decisions!

Qualcomm's new AI accelerator chip is making waves, positioning the company strategically in the semiconductor battle. Positive trade news sends markets in Japan, Argentina, and China soaring, opening up new investment opportunities. The discussion also covers Amazon's efficiency moves amidst corporate layoffs, and the ongoing consolidation in regional banking. Lastly, insights into retail investor behavior reveal bullish trends, all while traders share their top stock picks to watch.

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.

The hosts dive into Intel's impressive quarter and how AI-driven demand might be changing the landscape. Memory chip prices are on the rise, sparking discussions about the semiconductor cycle. As crude oil prices jump due to new sanctions on Russia, the potential for investing in quantum stocks emerges. Insights into navigating the upcoming Mag7 earnings reveal volatility beneath a calm index. Plus, the implications of a recent FBI gambling sting shake the sports betting sector.

Phil LeBeau, an automotive reporter for CNBC, dives into Tesla's latest quarterly performance and the competitive landscape of electric vehicles. He analyzes revenue beats, production challenges, and regulatory credit issues. The discussion shifts to Coinbase CEO Brian Armstrong, who shares insights on impending crypto legislation, emphasizing bipartisan support and the necessity of preserving decentralized finance. Armstrong also comments on the impact of the government shutdown on ongoing legislative efforts. Intriguing market analysis wraps up their engaging conversation.

Rich Greenfield, a media and entertainment analyst from Lightshed Partners, shares insights on Netflix's latest earnings, discussing how the success of 'KPop Demon Hunters' is driving viewer engagement and the company's evolving advertising strategy. He also explores M&A rumors, particularly regarding Warner Bros. Discovery. Meanwhile, business reporter Hugh Sun analyzes Western Alliance's strong earnings amid balance sheet concerns, shedding light on the bank's resilience in a challenging environment.

Apple hits a record high, driven by strong iPhone 17 demand and analyst upgrades, fueling market optimism. As earnings season unfolds, Netflix's upcoming results are in the spotlight, with discussions on its dominance, pricing power, and content strategy risks. The impact of regional bank concerns and AI's influence on the market are also explored. Meanwhile, Japan's stocks rally as governance and economic factors come into play, with panelists sharing their strategic stock picks.

Stocks are on the rise, but investors are leaning towards defensive assets like gold, raising questions about market behavior in Q4. The rare earth sector is facing a downturn due to ongoing trade uncertainties between the U.S. and China. Insights on Boeing reveal a production boost, while Apple's strong position in China and anticipation for the iPhone Air highlight pivotal market trends. Finally, experts discuss Netflix's upcoming earnings and Tesla's performance expectations, offering valuable final trade ideas.

Chris Maranak, Director of Research at Janney Montgomery Scott, dives into the regional banking selloff and its implications for credit quality. He explains the sharp decline in the 10-year yield and its effect on market volatility. The conversation shifts to China's surging demand for chips, examining which tech companies stand to gain in the AI landscape. With insights on the challenging dynamics for regional banks and the impact of new regulations on credit, Maranak provides a compelling outlook on today's turbulent markets.

Tom Michaud, CEO of KBW, shared insights on the strong start to bank earnings season, emphasizing why he believes the financial outperformance will continue. He discussed credit risks and valuation metrics, particularly the importance of return on tangible common equity. The conversation also delved into China's rare earth crackdown and its implications for the U.S. supply chain, highlighting the need for alternative materials. Michaud's predictions on M&A activity and the future of bank consolidation provided a compelling look at the financial industry's landscape.