Fast Money 9/19/25

This episode of Fast Money covers several market-moving topics, beginning with Apple's stock surge driven by strong iPhone demand and analyst upgrades, followed by a discussion on whether its valuation is justified. The hosts then analyze the global bond sell-off and its impact on sectors like banks and homebuilders, with insights on European versus U.S. banks. The conversation shifts to U.S.-China trade relations, including the TikTok deal and chip trade restrictions, featuring an interview with DeWarder McNeil. The panel also discusses the rallies in gold, silver, and uranium, and the latest data and market dynamics in the weight loss drug space with Dr. Kavita Patel. Finally, the episode touches on the EV market, highlighting a short thesis on Chargepoint and a bullish view on hybrid vehicles, particularly Toyota, and concludes with quick takes on Intel and American Express.