CNBC's "Fast Money" podcast

A Season of Excuses and a Major Divergence in the Semi Space

0:00
44:02
Rewind 15 seconds
Fast Forward 15 seconds
Rising fuel costs, labor shortages, supply chain issues -- there are plenty of reasons companies are cutting guidance for the fourth quarter. But with markets near all-time highs, are investors sufficiently pricing in the risks? Plus reports Apple is cutting iPhone production sending its chip suppliers lower today. But it wasn’t all bad news in the semi space. How we’re trading the names.

More episodes from "CNBC's "Fast Money""