Is The Risk Trade Off?... And Another Rare Earth Rout 10/17/25

Stocks ticking higher and closing out a strong week of gains, but with gold & crypto pulling back as yields catch a bounce, will the risk-off action continue through Q4? Plus… coming back down to earth. How ongoing China trade uncertainty is hitting the rare earth material stocks, and what the meeting between President Trump and China’s Xi Jinping will mean for the trade.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks pulling back as the 10-year yield breaks below 4%. The sectors getting hit the hardest, and how the traders are handling the market volatility. Plus China’s rising chip demand. What a top tech analyst sees from the mainland, and the names he says will benefit from the overseas AI demand.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bank results coming in strong to kick off earnings season, as many of the big money centers top estimates. How their numbers are fueling the market, and why the CEO of KWB says the financial outperformance will continue. Plus, What China’s rare earth crackdown means for the U.S. supply chain. And how one media and tech entrepreneur is implementing AI in the entertainment industry.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks shrugging off the latest U.S-China trade threats, as Fed Chair Jerome Powell weighs in on the economy. How the latest comments out of the Fed, and the results filtering in from big banks are painting a picture of the economy. Plus, Bitcoin taking a breather. How the crypto crumble is hitting the likes of Coinbase and Robinhood. And what the power shift in oil and alternative energy means for that section of the market.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks bouncing back after Friday’s sharp sell-off. How President Trump mitigated investor fears over China Trade, and the sectors leading the charge in today’s rally. Plus Earnings season on deck, and big banks are kicking things off. What a top bank analyst sees in store for the group ahead of tomorrow’s reports, and how the financials will stack up when the numbers cross the wires.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks dropping across the board, as President Trump threatens a tariff increase on China. The sectors getting hit the hardest, and where government layoffs are beginning as the shutdown continues. Plus Another drug pricing deal in the pharma space. The company striking a deal with the President, and the reaction from the health care sector.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

More cracks starting to form in the homebuilder trade, as those stocks continue to fall. The next move in the group, and what it will take to turn the housing trade around. Plus Alarm bells in the dollar trade, as a decade-low Fed custody holding raises de-dollarization concerns. The impact it could have on equities around the world.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The AI ripple effect hitting another industry, as Copper miners get a boost. How the data center buildout is lifting those names, and the amount of metal needed to fuel the AI surge. Plus Fed Minutes giving investors more details behind the Central Bank’s rate policy. What to expect at this month’s meeting, and if the record rally on Wall Street can keep running.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of Oracle getting hit on reports the company is seeing thin cloud margins from its Nvidia chip rentals. So is the hiccup a sign of more cracks to come in the AI trade? Plus Retail stocks stuck at check out recently, but could Amazon’s Prime Day and other retail deal days help rejuvenate the space? A top analyst lays out what she sees in store for the group.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.