CNBC's "Fast Money"

Steve Grasso, a market technician, and Mike Coe, a portfolio manager, dive into the reasons behind the market sell-off driven by interest rate fears. They discuss where traders are seeking safety amid rising foreclosures and consumer fragility. The duo tackles Disney's strategic challenges as it prepares for a significant YouTube TV battle, and they analyze Bitcoin's plunge below $100K. Additionally, the impact of AI in cyberattacks is explored, shedding light on its growing implications for global security.

Gil Loria, Head of Technology Research at DA Davidson, discusses Oracle's declining shares post-earnings and the implications for the AI sector. He highlights the risks associated with Oracle's debt and backlog, advising caution for other AI companies. The conversation shifts to the holiday retail outlook, with On Holdings showing strong results, indicating a vibrant consumer market as Christmas approaches. Loria offers insights on retail winners like Walmart and Amazon, setting the stage for a competitive holiday season.

David Reisinger, a biopharma analyst and Senior Managing Director at Lyric Partners, discusses the current rally in the biotech sector, driven by M&A activity and valuation improvements. He highlights Bristol Myers as a misunderstood stock and the potential for large transactions in various therapeutic areas. In a surprising twist, AI's impact on real estate is explored, with Barry Sternlicht warning about job displacement while emphasizing efficiency gains. The conversation navigates the ripple effects of AI on the industry and its strategic implications.

David Zervos, Jefferies chief market strategist and CNBC contributor, joins to discuss the current market landscape. He offers insights on the rebound in tech stocks as the government shutdown nears an end. Zervos highlights labor market concerns and its potential effects on policy and the broader economy. The podcast also features a lively 'Would You Rather' segment with Walmart and Target, where traders weigh options heading into the holiday season amidst competitive pressures.

Steve Grasso, a market trader known for his insights on sectors like airlines and commodities, joins panel trader Bono, who specializes in macro and sector analysis, including crypto. They discuss the potential government shutdown and its impact on stock prices, emphasizing bargain hunting strategies in a volatile market. The conversation dives into specific stocks to watch, like United and Delta airlines, and the recovery prospects for AI companies. Grasso and Bono also analyze the crypto rebound and the implications of stablecoins on broader market trends.

The market faces turmoil as AI valuations trigger a sell-off, impacting major tech stocks. Concerns rise over hyperscaler debt and its potential ripple effects. A divided consumer landscape emerges, revealing distinct financial pressures on different income groups. The debate centers on whether buying the dip strategy will still be effective amid this increased volatility. Meanwhile, after-hours earnings reveal mixed results, highlighting the challenges and successes different companies face.

Stephen Yaloff, CEO of Tanger, discusses the contrasting behaviors of consumers in today’s economy. He highlights the strength of outlet retail amidst mixed signals from traditional retailers. Yaloff shares insights on record leasing and how holiday season trends are shaping tenant demand. The conversation also touches on the impending negotiations to reduce obesity drug prices and how this could affect Medicare coverage, adding a significant angle to the pharmaceutical landscape.

Katie Stockton, founder of Fairlead Strategies and a sharpshooter in technical analysis, joins the discussion. She dives deep into why Palantir's stock fell despite strong earnings and the implications of rising valuations in the AI sector. Stockton breaks down chart gaps, explaining their significance and how they can signal market trends. She also shares insights on key stocks like Meta and Amazon, highlighting their potential reversals and market sentiment indicators. Packed with technical jargon, this talk is a must-listen for market buffs!

Vishal Garg, Founder and CEO of Better.com, shares insights on how their AI-driven mortgage platform is revolutionizing refinancing for homeowners while saving costs. Julian Emanuel of Evercore ISI dives into market sentiment, revealing a mix of bullishness and caution from investors. The discussion also highlights the recent surge of Insmed's stock tied to their chronic lung disease drug launch, alongside the implications of both risk-on and risk-off trends in the market as November approaches.

Gene Munster, managing partner at Deepwater Asset Management, shares keen insights on tech earnings and AI capex trends. He discusses how major players like Google and NVIDIA stand out in the AI landscape while others falter. The conversation also takes a turn towards Netflix's interest in acquiring Warner Bros assets, weighing the strategic implications and challenges of integration. With the market wrapping up a strong October, Munster captures the key tech dynamics driving today's investment landscape.