CNBC's "Fast Money" Fast Money 1/14/26
5 snips
Jan 14, 2026 Gil Loria, Head of technology research at DA Davidson, dives into the software sector, highlighting strong recurring-revenue stocks despite AI uncertainties. He discusses Oracle's hefty borrowing for AI ventures and the possible repercussions for bondholders. Emily Wilkins, CNBC reporter, sheds light on a GOP-backed bill aimed at banning Congress from trading individual stocks, shaking up political finance norms. Together, they explore the volatile landscape of technology and regulation in today's market.
AI Snips
Chapters
Transcript
Episode notes
Geopolitical Premium Fuels Oil Rally
- Oil's recent rally is driven more by a geopolitical risk premium than actual supply disruption.
- Traders see a downside floor but expect volatility as Iran unrest and OPEC responses evolve.
Precious Metals Backed By Structural Demand
- Gold and silver are rallying on central bank buying and inflation concerns.
- Silver also faces a structural supply-demand deficit that could sustain higher prices.
Technical Signs Point To Software Underperformance
- Software has shown technical signs of a multi-month relative-performance peak and potential reversal.
- Carter Braxton Worth sees charts that favor underweighting software until patterns improve.