CNBC's "Fast Money" 2025 Trading In The Books… And UnitedHealth’s Next Move In The New Year 12/31/25
Dec 31, 2025
Carter Braxton Worth, a renowned technical market analyst, dives into UnitedHealth's potential recovery signs after a challenging year. Professional trader Dan Nathan warns of looming volatility in the bond market and shares insights on early 2026 risks. Guy Adami reflects on the implications of Warren Buffett's departure from Berkshire Hathaway, while Karen Feinerman reveals her retail stock positions and market perspectives. The traders also share their favorite stock picks for 2026, focusing on sectors they deem promising for the new year.
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Market's Strong But Concentrated Rally
- The S&P 500 rose ~16% in 2025 while the Nasdaq led with ~20% driven largely by AI enthusiasm.
- Ten of 11 sectors finished positive, showing broad but concentrated gains among top performers.
Watch The Bond Market For Next Volatility
- Dan Nathan and panel argue another volatility event is likely in 2026, possibly early in the year.
- Rising bond yields (10-year toward ~4.5%) and the bond market deserve more attention as a trigger.
AI Gains Need Visible ROI To Continue
- Multiple expansion drove much of 2025's gains, so sustained AI upside needs demonstrable returns on investments.
- Opportunity may shift to firms buying or applying AI (the second-derivative beneficiaries).