CNBC's "Fast Money" AI & Metals Fever Breaking?... And Top Tech Picks For The New Year 12/29/25
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Dec 29, 2025 The hosts dive into the shifting landscape of AI and metals, discussing a surprising pullback in silver and gold prices. They explore the technical drivers behind silver's recent turbulence and debate whether this marks a pause or a broader trend. China's tech weaknesses raise concerns about Alibaba, alongside insights into Dollar General's impressive performance. Dan Ives shares his top tech picks for 2026, notably omitting Nvidia, while the panel evaluates the housing market's pending sales against homebuilder challenges.
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Metals Surge Driven By Trade Rotation
- Silver and gold's big moves may reflect speculative rotation and margin changes rather than fundamentals.
- Guy Adami and Bono saw the metals surge partly driven by traders moving from AI plays into industrial and precious metals.
Central Banks Powering Gold Demand
- Central banks have been buying record amounts of gold, supporting price beyond retail demand.
- Guy Adami and Steve Grasso say central-bank hoarding and geopolitical de-dollarization underpin gold's advance.
Gold-Silver Ratio Reverted To Mean
- The gold/silver ratio plunged from 107 to ~55, returning near its long-term average of ~60.
- Carter Worth notes past extremes led to silver underperforming gold for months to years after similar spikes.