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🗓️ 3 October 2025
⏱️ 43 minutes
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| 0:00.0 | Live from the NASAC market side in the heart of New York City's Times Square, this is |
| 0:06.0 | fast money. Here's what's on tap tonight. Bold up for the broad rally. Stocks closing out the week at record |
| 0:11.0 | levels, and it's not just AI driving the gains. Can small caps, pharma, utilities, and more drive |
| 0:16.7 | this market even higher. We'll debate that. Plus, data center details. We are sorting through |
| 0:21.1 | the nitty-gritty of what actually goes into one of these power providers and the ins and outs |
| 0:25.9 | behind the AI fuel demand. And later, Dr. Copper makes a house call this week as the metal climbs |
| 0:31.6 | to two-month highs while investors are taking their chips off the table in the casino space, |
| 0:36.1 | and our traders are set to reveal their charts of the week. I'm Melissa Leake-home-de-Live from Studio Biaz-At-Nazac on the desk tonight. Tim Seymour, Bono and Eisen, and Steve Grasso. We start off with a rally that keeps on rolling. Markets shrugging off the traditionally weak season, as well as the government shutdown, the Dow and S&P 500 managing to squeeze out fresh record closes, |
| 0:55.4 | but all three indices closing out the week with solid gains. |
| 0:58.7 | And it wasn't just the AI and semi-surge fueling these gains. |
| 1:01.8 | Small cap seeing a breakout. |
| 1:03.2 | The Russell 2000 hitting record levels now at more than 11% in 2025 catching up with the broader market. |
| 1:09.6 | Farmer stocks coming back to life this week, Pfizer, Merck, Eli Lilly, all with double-digit |
| 1:14.1 | percent gains. |
| 1:15.2 | The XPH Farmer ETF up more than 4 percent this week and nearly 20 percent over the last |
| 1:20.7 | few months. |
| 1:21.6 | Even defensive sectors like utilities and industrials climbing higher. |
| 1:25.1 | Plus, the moves in momentum names not slowing down either. Stocks like Robin Hood, Coinbase, continuing to run both up more than 20% this week. So does this broadening out mean this full run could continue rolling on? Tim? Well, first of all, it was a fascinating payroll number this morning. Oh. Oh, yeah. No payroll. Okay. No payroll. And therefore, let's just move past that. And so if you think about the |
| 1:48.2 | broadening of the market, I would argue industrials have led the S&P all year. Utilities have been |
| 1:54.0 | a kind of a go-go area to be. But the farm of small caps this week was great. People are looking |
| 2:00.4 | for rotation. They are looking for |
| 2:01.9 | opportunities to not be tied to what feels like a frothy trade. But I'm going to get back to, I think, |
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