Semi Stocks Diverge… And Jobs Report Impact On The Fed 9/5/25

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.

Apple postponing the launch of its new iPhone Air model in China, as regulatory issues hit the tech giant. How they’ll clear that hurdle, and what a top tech analyst sees in store for the stock after a muted Apple event response. Plus A new report threatening vaccine makers, as the Trump admin takes aim. The connection they’re linking the group to, and what it means for the space going forward.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 ripping to fresh records as investors digest an August inflation increase. What it means for next week’s Fed rate decision, and how the treasury markets are responding. Plus more media M&A on the horizon? How Paramount Skydance could be gearing up for a bid on Warner Brothers Discovery, and the impact it would have on the media landscape.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 soaring after reporting results, and the meteoric move is bringing other data center stocks along for the ride. The names feeling the halo effect, and what the jump means for Oracle founder and chairman Larry Ellison’s net worth. Plus CME Group CEO Terry Duffy weighs in on the state of retail trading, as markets hit record highs, and rates remain in focus ahead of next week’s Fed rate decision. 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.

Apple unveiling new iPhones, watches, and AirPods at its product event. How the tech giant is raising prices, and why one top analyst isn’t loving the latest updates. Plus the under-the-radar group of stocks quietly outperforming the broader market. What they have in common, and if there’s more gains ahead. 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 trade gets a boost, even as data suggests companies are slowing down adoption. What the pullback could mean for semi stocks, and the broader tech space. Plus China stocks jumping to start the week, despite disappointing export data for the country. The names leading the climb, and what it means for the next move out of the mainland markets.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.

Nvidia and Broadcom heading in opposite directions, as stocks wrap up the first week of September trading. What the chip stock divergence means for the broader tech trade, and if the jumps and drops will continue. Plus payrolls coming in lighter-than-expected in August, further solidifying hopes of a September rate cut by the Fed. What the data says about a weakening U.S. economy, and if a 50 basis point cut is on the table for the central bank.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 Federal Reserve’s independence in focus as the Justice Department opens a probe into Lisa Cook, and President Trump’s Fed board nominee Stephen Miran faces questions on the Hill. Plus The next stretch for Lululemon, as the retailer reports results. What the numbers mean for the company’s next move, and what one top analyst sees in store for the stock.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.

Energy stocks heading lower as oil prices get hit. The latest OPEC headlines fueling that drop, and what one energy expert sees in store for the space heading into the Fall. Plus the shopping data that could hold up the holidays. Why shoppers are spending less on gifts, and the impact it could have on retailers.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.

Alphabet on the move as a judge rules on its antitrust case. The fate of Chrome, and the tech giants search data. Plus A major market prediction. Why Evercore ISI’s Julian Emanuel is feeling so bullish on stocks heading into the fall.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.