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CNBC's "Fast Money"

AI Bubble Anxiety… And An Earnings Season Surprise? 10/6/25

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.31.2K Ratings

🗓️ 6 October 2025

⏱️ 44 minutes

🧾️ Download transcript

Summary

Bitcoin hits another record high, raising questions about what it means for the crypto market. Plus, a technical take on the bond market, and what’s ahead as tech leads markets higher. And is the AI market becoming “circular?” In an interview, the COO of OpenAI addresses the accusations.

Transcript

Click on a timestamp to play from that location

0:00.0

Live from the NASDAQ market site in the heart of New York City's Times Square, this is fast money.

0:07.0

Here's what's on tap. The big AI boost, AMD booming. After Open AI and Sam Alman talk about another huge deal, the details, and what it means or might mean for the rest of the market.

0:19.0

Then to the land of the rising sun, Japan's markets

0:22.2

also soaring on the backs of that country's latest elections, how to trade the Nikai and other global

0:28.4

stock plus retail on sale. What's behind all the discretionary underperformance today? Chartmaster

0:36.9

will lay out what he sees coming for treasury yields.

0:39.3

And can you hear me now, Hans?

0:42.3

Maybe not.

0:43.3

Why Verizon investors are a bit gloomy today.

0:46.3

Hi, everybody.

0:47.3

I am not Melissa Lee.

0:48.3

She is out today.

0:49.3

I'm Brian coming to you live from Studio B at the NASDAQ

0:52.3

and on your desk tonight,

0:58.9

Tim Seymour, Karen Feinerman, Dan Nathan, and Guy Adami.

1:03.0

All right, a new week, same money-making markets.

1:06.8

Big Tech and the S&P 500 popping to new records.

1:12.6

The NASDAQ getting within nine points of the rather magical 23,000 level. Now, the story of the day, it has to be advanced micro devices.

1:17.6

AMD. At one point, that stock up 37%.

1:21.6

AMD talking up a deal that could end up with Open AI taking a 10% stake in the company.

1:29.4

There are still a lot of questions, but we also know a lot.

1:33.1

So let's dig into what we do know and the reaction.

...

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