AI’s Next Big Test.. And China Tech Climbs 9/8/25

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.3 • 1.2K Ratings

🗓️ 8 September 2025

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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

Transcript

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0:00.0	Hi, it's Melissa. Before we jump into today's show, I've got something exciting to share.
0:04.0	On December 11th, we are hosting a special edition of Fast Money Live, trading the holidays right here at the NASDAQ market site. You get to watch a live taping of Fast Money, meet and interact with the traders, and, of course, celebrate the holiday season with us. It's stocks and cheers in the heart of the city, Times Square, in December. You will not want to miss this.
0:21.0	Tickets are available now at cnbc events.com slash fast money.
0:27.4	Live in the NASDAQ market site in the heart of New York City's Times Square, this is fast money.
0:31.8	Here's what's on tap tonight.
0:33.2	AI ambitions, broadcom's rally showing no signs of slowing in VINVIDIA getting back in
0:37.6	the action, what we know now about investment in AI and how much more it could propel the
0:42.8	stocks.
0:43.5	And Apple's big reveal, we are counting down to tomorrow's iPhone event in Cupertino.
0:47.9	Can the tech giant get investors excited again?
0:50.3	And will its focus on hardware over AI get the stock back in rally mode?
0:54.2	Plus, trouble for Tesla as the EB company's market share hits multi-year lows.
0:58.9	China tech stocks jump to near 52-week highs and fast food falters.
1:02.9	What is behind the indigestion in shares of Chipotle, Kava, and more.
1:07.3	I'm Melissa Lee coming to you live from Studio Bia at the Nazak on the desk tonight.
1:10.6	Tim Seymour, Dan Nathan, and Mike Co. We start off at the latest for the AI trade.
1:15.3	Here's a broadcom continuing their post-earnings run, adding another 3% after the company said last
1:20.1	week it scored a new $10 billion AI client. The stock has now gained $185 billion in market
1:26.6	cap in just two trading sessions.
1:29.0	The move helping the NASAC climbed to new records today, even Invidia, which has been struggling since its earnings report, caught a bit today rising almost a percent.
1:36.8	One big catalyst for the rally comments from Mark Zuckerberg that META could invest even more than the $600 billion he's been talking about lately in AI over the next few years.
1:46.7	But new data from the U.S. Census Bureau suggests AI adoption by the country's biggest companies is actually slowing in recent months.
	...

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