# A Picks-And-Shovels Bet on AI Growth… And Low Income Consumers Under Pressure 10/3/25

An episode of [CNBC's "Fast Money"](https://invisiblenetwork.ai/podcast/215529509), 3 Oct 2025, 43 min.

Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/b7b89f33-e5b5-46a6-9e42-7f843e9567e5/episodes/71e345e8-a1d0-45de-871c-771740a114d5/audio/128/default.mp3?aid=rss_feed&awCollectionId=b7b89f33-e5b5-46a6-9e42-7f843e9567e5&awEpisodeId=71e345e8-a1d0-45de-871c-771740a114d5&feed=szW8tJ16

New winners in the AI datacenter buildout. The Fast Money traders discuss Coinbase as a play on digital assets and trading infrastructure, Vertiv as a picks-and-shovels bet on AI data center growth, drone maker Anduril as a speculative moonshot tied to military contracts and the future of warfare, and more. Plus, the latest on President Trump’s peace deal between Hamas and Israel. 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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