CNBC's "Fast Money"

Gene Munster, Managing Partner at Deepwater Asset Management, dissects Meta and Microsoft’s strong earnings, highlighting AI’s role in Azure’s growth. Loretta Mester, former President of the Cleveland Fed, discusses the Federal Reserve’s strategies amid rising Treasury yields. Meanwhile, Jared Holes of Mizuho analyzes Eli Lilly's disappointing Q3 results, questioning whether the euphoria over weight loss drugs is waning. Together, they explore the shifting landscape of tech performance and its broader economic implications.

Dia Drabosa, a financial journalist, shares insights on Alphabet's latest earnings, highlighting strong performance in advertising and AI's role in growth. Gene Munster, a Deepwater analyst, discusses the competitive AI landscape and regulatory challenges. Seema Modi provides a rundown of AMD's earnings, tying it to broader tech trends. Kate Rogers offers an analysis of Chipotle's mixed results against the backdrop of rising interest rates. The conversation also touches on the upcoming presidential race and its potential impacts on markets.

Steve Leisman, a CNBC reporter known for his sharp analysis of interest rates and the Fed, joins the discussion on consumer resilience heading into the holiday season. The conversation reveals optimism in retail and airline sectors, highlighting notable stock gains. With Election Day approaching, they explore how political dynamics are influencing market movements. Leisman also dives into the challenges facing Ford amid semiconductor tensions and offers insights into banking sector performance as investors strategically navigate the evolving economic landscape.

Sven Henrich, Founder of Northman Trader, dives into the soaring success of Nvidia, now trading close to all-time highs and briefly overtaking Apple in market cap. He discusses the upcoming Big Tech earnings as a pivotal moment for the AI sector. The conversation also touches on the intricate relationships between tech giants like Google and Amazon, fiscal policies affecting market sentiments, and the implications of rising interest rates on investments. Expect insights on market corrections and emerging opportunities in tech.

Carter Braxton Worth, founder and CEO of Worth Charting LLC, shares insights from his 35 years on Wall Street. He discusses how he employs technical analysis to identify overbought stocks and potential market upswings. Carter recounts his journey from fundamental to price analysis, emphasizing the significance of mentorship in shaping his career. He highlights the importance of trading volume in understanding market behaviors and decodes how chart patterns can reveal historical trends, guiding investors in their decisions.

Brandon Oglensky, a senior equity research analyst at Barclays known for analyzing UPS, joins Jared Holes, Mizuho's health care equity strategist focusing on Viking Therapeutics, and Alex Sherman, a CNBC sports reporter. They discuss the current market's crucial charts as the Dow faces its fourth straight loss. A highlight is Viking's surge, driven by its promising obesity drug VX2735. The traders also explore the dynamics between delivery services like UPS and key industry trends, making for an insightful market analysis.

Joe Kudla, Founder and CEO of Vuori, shares insights into the thriving athleisure market. He discusses how Vuori plans to expand with over 100 new locations by 2026, leveraging strong cash flow. Kudla emphasizes that competitors don’t need to fail for Vuori to thrive, highlighting the brand's focus on versatility and consumer relationships. The conversation also touches on Tesla’s recent earnings, noting its impact on the broader tech landscape and market dynamics.

Kate Rogers, CNBC reporter, discusses the E. coli outbreak affecting McDonald's while examining its impact on the brand's reputation and stock performance. Rick Santelli shares insights on the influence of interest rates ahead of the elections. Phil LeBeau analyzes the critical Boeing machinist union vote, expressing uncertainty about its outcome. Dr. Kavita Patel underscores the health implications of the outbreak, emphasizing consumer caution. Together, they connect these corporate challenges to broader market trends as the election approaches.

Kate Rooney, a CNBC reporter covering AI's legal challenges, joins Gene Munster, Managing Partner at Deepwater Asset Management. They dive into rising interest rates and their implications for the market, particularly mortgage rates. The discussion shifts to AI’s copyright issues, spotlighting a lawsuit against Perplexity AI and its potential impact on the industry. Rooney and Munster also analyze how these developments affect investor sentiment and the broader AI landscape, making for a compelling exploration of economics and technology.

Ben Emmons, an analyst at FedWatch Advisors, sheds light on market rotations and the potential for year-end rallies. David Riedel, a China expert from Riedel Research, discusses the recent recovery of Chinese stocks following a strong GDP report but raises concerns about the sustainability of this rally. The duo also analyzes consumer spending trends and the impact of geopolitical dynamics on market sentiment. With positive signs in U.S. indices, they explore the cautious optimism investors feel amidst these unfolding complexities.