Fast Money 9/30/25

This episode of Fast Money discusses concerns about credit and the consumer, particularly the lower-end consumer, and whether this will affect banks and the market. The panel analyzes recent data, including falling credit scores and rising delinquency rates, while also considering the strength of the high-end consumer and the potential impact of employment figures. They discuss the retail landscape, noting the shift towards value and the performance of different retailers. The conversation then shifts to Nike's earnings and potential turnaround, a deal between the White House and Pfizer to lower drug prices, and the U.S. government taking a stake in Lithium Americas. Finally, the panel discusses Instacart's recent downgrade and potential takeover, investor sentiment and loyalty to mega-cap stocks, CoreWeave's AI infrastructure deal with Meta, and Amazon's partnership with FanDuel in the sports betting space.