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

This episode of Fast Money features Melissa Lee and panelists Tim Seymour, Carter Worth, and Mike Coe, along with guest Tony Wang from T. Rowe Price, discussing market trends and stock performances. The panel analyzes the divergence between Broadcom and Nvidia, debates the sustainability of the AI trade, and examines the implications of the latest jobs report on interest rates and tech stocks. They also discuss Elon Musk's potential trillion-dollar pay package, the impact of lower mortgage rates on the housing market, and the controversy surrounding Kenview's Tylenol being linked to autism with insights from Dr. Scott Gottlieb. The episode concludes with final trade recommendations, including gold and Zillow.