CNBC's "Fast Money"

American Express CEO warns of a slowdown in consumer spending, while Bank of America CEO believes spending is holding up. China fires back at US over export control comments. Chinese IPO faces scrutiny of US lawmakers. Bank CEOs testify before Senate Banking Committee. Positive outlook for banks and home builders. CVS announces new drug pricing model. Debate on drug pricing transparency and US-China tensions. Growing tensions between US and China in AI industry. Closing remarks and final trades discussed.

Discussion on the recent rally in AI-focused stocks and the future prospects of the industry. The hosts also talk about the surging price of Bitcoin. The chapter touches on Alaska Air's acquisition of Hawaiian Airlines and the challenges of acquiring airlines. The hosts express concerns about the future of home builders and real estate. Swiss pharmaceutical company Roach acquires American obesity drugmaker Carmit Therapeutics. Discussion on a pharmaceutical deal and the competition in the obesity drug race. The speakers discuss taking money off the table and speculating on Toll Brothers.

Pfizer's setback in the obesity space due to side effects of weight loss pill, interest rates' impact on the market, Uber's addition to the S&P 500 index, Paramount and Apple's potential partnership, analysis of Paramount's performance, discussion on Dow and Alibaba, investment struggles and China's economic backdrop, stocks and the housing shortage.

Discussion on recent market surge, AI's impact on stock profits, Elon Musk's ability to convince non-EV buyers, Disney's response to claims, energy boom analysis, consequences of flush in energy market.

The podcast discusses the passing of Charlie Munger and his influence on Warren Buffett's investment strategies. They also analyze the recent surge in the GLD ETF and its implications for the broader market. The hosts explore the possibility of a risk-on rally based on the behavior of gold, discuss stock performance during China's outbreak, and talk about the controversy surrounding Tesla's cyber truck. They end with trade recommendations and mention the upcoming start of Mad Money with Jim Kramer.

Mixed results in early holiday shopping season, strong performance by retailers like Etsy and Target, concerns about overall retail sector slowdown. Discussion on watching sports and state of the consumer, outlook for next year's sectors, Coinbase's rally and future prospects. Implications of increasing gold prices and its correlation with the weakening dollar.

Stocks rally in November, strong performance of markets and semiconductors. Leadership shuffle in major companies, car crash near US-Canada border. Governor's update on potential terrorist attack, challenges faced by chip makers in China. Analysis of NVIDIA's performance, concerns about valuation and China. Industrial company's disappointing guidance, OPEC compliance and actions. Discussion on developing story, stock analysis, and final trades.

Nvidia's latest earnings report and the future of AI. The rally of Japan's currency and its impact on the Bank of Japan. China's chip restrictions and their effect on Nvidia's sales. Predictions on the stock market and the potential of S&P reaching 5000 by year's end. Jeff Bezos selling Amazon shares and Nordstrom's quarterly report.

Microsoft's hiring of former OpenAI CEO Sam Altman has driven their stock price to an all-time high, raising questions about their dominance in the AI race. The podcast also discusses the rally in Bitcoin prices and the potential impact of Argentina's presidential election on the lithium industry. Additionally, the hosts analyze the performance of pharma stocks and the potential for a recession in the market.

Sam Altman, co-founder of OpenAI, was ousted from the company's board due to lack of transparency, impacting Microsoft's investment. The podcast dives into the recent market moves and the weakening dollar's influence, analyzes Netflix's stock performance and Apple's impact on Tesla's business. They also discuss the divide in private credit access and its implications on businesses and employment.