CNBC's "Fast Money"

Former President Donald Trump discusses his proposal to cap credit card interest rates at 10%, igniting debate about its potential impact on economic policy. He examines the shifting political landscape with surprising support from Teamster members. Amidst a stock market rally spurred by the Fed's rate cut, insights on how tech stocks may drive future gains are shared. The conversation touches on the rising populism in economic discussions and critiques of recent proposals regarding taxation and Social Security.

The Federal Reserve has made a significant move by cutting interest rates for the first time in four years. This decision impacts stocks, mortgages, and builders, creating ripples across the housing market. There's a focus on how lower mortgage rates could boost housing equity while also considering the challenges in loan availability. Boeing's labor struggles add another layer to market concerns, as analysts weigh investment opportunities and caution in a shifting economic landscape.

As markets prepare for a crucial Fed decision, stocks are on the move with record highs in major indices. Experts analyze the implications of potential interest rate cuts and the resilience of home builders amidst volatility. Insights on weight loss drug pricing and its market impact spark curiosity. Meta's stock recovery is examined, alongside investment strategies targeting fear trades. The hosts share personal picks like Coca-Cola and Berkshire Hathaway, emphasizing the importance of fundamental analysis.

Intel's stock surged after announcing an expanded partnership with AWS, signaling optimism in AI chip technology and potential growth in its foundry business. Meanwhile, Apple faced challenges with iPhone demand, reflected in shorter shipping times that may disrupt its upgrade cycle. The team discussed underlying economic indicators that impact market movements, including speculation around Federal Reserve rate cuts. They also touched on shifts in the cruise line industry, highlighting Norwegian’s resilience amid broader economic concerns.

The stock market rebounds, marking its best week of 2024, just ahead of a crucial Fed decision. Tensions rise as the White House targets Chinese discount retailers, impacting U.S.-China trade relations. Uber expands its partnership with Waymo to enhance its robo-taxi services, challenging competitors like Lyft. Gold prices soar, and its resilience shines during market volatility. Insights into the biotech sector reveal promising advancements, with a focus on Summit Therapeutics and its rivalry in oncology.

Nvidia CEO discusses crucial meetings with the White House about AI energy demands and the implications for chip production. He highlights challenges with chip delays and shares insights on Nvidia's market performance amid economic turbulence. The conversation shifts to the retail landscape, revealing grim forecasts for the upcoming holiday season, including a worrying trend in consumer spending. This dynamic interplay of tech innovation and retail struggles paints a vivid picture of the current economic climate.

The Co-CEOs of Summit Therapeutics, leaders in innovative biotech treatments, share exciting news about their new lung cancer drug showing promising results. They discuss its potential impact on patients and how it compares to current competitors. The podcast also dives into the persistent inflationary pressures, particularly in housing, and speculates on the Federal Reserve's response. Insights on market dynamics and the significance of recent economic data are also highlighted, making for a riveting discussion on the intersections of healthcare and finance.

Big banks are feeling the pressure, led by JPMorgan's disappointing forecasts. The discussion pivots to the Biosecure Act, targeting Chinese biotech firms and its potential impacts on drug prices and U.S.-China relations. There's a dive into the effects of rising unemployment on the economy and insights on the resurgence of Bitcoin amid shifting mining practices. Lastly, an engaging conversation on the surge of women's sports highlights personal experiences from WNBA star Cameron Brink, adding a fresh take on market trends.

Brian Niccol, the former CEO of Chipotle, steps into his new role as Starbucks chief, bringing fresh perspectives on revitalizing the brand amid declining sales. The discussion delves into potential changes at Starbucks and the brand’s challenges in the U.S. and China. Meanwhile, Apple's latest event unveils the iPhone 16 with advanced AI features, igniting excitement about its impact on the tech landscape. Insights into market dynamics and competitive strategies in AI pricing among tech giants further enrich the conversation.

Stocks are plummeting after a disappointing jobs report, raising concerns about the Fed's next move. Oil prices are struggling, marking their worst week in over a year. Tech giants face mixed fortunes, particularly as eyes turn to Apple's upcoming product launch amidst uncertain consumer sentiment. Semiconductor stocks, notably Nvidia, are in focus for potential growth in the AI sector, while defensive investment strategies gain traction amid economic volatility.