# Stocks Drop As AI Trade Loses Steam… And A Cash Strapped Consumer 11/6/25

An episode of [CNBC's "Fast Money"](https://invisiblenetwork.ai/podcast/215529509), 6 Nov 2025, 44 min.

Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/b7b89f33-e5b5-46a6-9e42-7f843e9567e5/episodes/244bbeae-bb97-410d-8528-688729ed9e2f/audio/128/default.mp3?aid=rss_feed&awCollectionId=b7b89f33-e5b5-46a6-9e42-7f843e9567e5&awEpisodeId=244bbeae-bb97-410d-8528-688729ed9e2f&feed=szW8tJ16

Stocks selling off as AI valuations spook investors, with Big tech leading the losses. Why one of our traders is flagging hyperscaler debt, and how it could impact the group’s next move. Plus Consumer concerns coming to the surface. How a tale of two consumers is unfolding, and the affect it could have on the economy. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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