CNBC's "Fast Money"

Big Banks on pace for a standout year. The money centers with double digit gains, and if the financials sector can stay on focus in 2026. Plus New Year, New interest in AI? What the VC landscape is looking for in the red-hot AI space, and where an early stage investor sees the most opportunity. 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.

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.

Tim Seymour, a savvy portfolio manager known for his insights on commodities, joins Bono, a keen market analyst, and Katie Stockton, a renowned technical analyst, in a lively discussion. They dive into the remarkable surge in gold and silver prices, linking it to central bank activity and global uncertainty. The trio also explores the holiday retail landscape, identifying winners and potential challenges for consumers ahead. With insights on Fed policy and energy stocks, the conversation is both timely and packed with market wisdom.

Tim Seymour, a seasoned investor and market analyst, and Joe LaVornia, counselor to the Secretary of the Treasury, dive into the latest market dynamics. They dissect the S&P 500 hitting record highs alongside a strong GDP report, discussing implications for inflation and Fed policies. The conversation shifts to Novo Nordisk's new weight-loss pill and its market potential. LaVornia highlights the role of private capital expenditures in economic growth while addressing the shift in consumer spending patterns and the overall recovery landscape.

Another chapter in the battle for Warner Brothers Discovery, as Larry Ellison steps in to back Paramount Skydance’s offer. How the father & son combo could help seal a deal, and where the development puts Netflix. Plus the financial sector just underperforming the broader market this year, but could 2026 see a bank breakout? Why one bank researcher says there’s big opportunity in small banks. 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.

Rick Sherland, Founder of Sherland Partners and senior advisor at Wedbush Investment Banking, dives into the fierce competition between AI hardware and hyperscalers. He predicts that enterprise adoption will broaden the AI trade, significantly increasing demand for GPUs and data centers. The discussion also touches on the impact of rising U.S.-China tensions, including a TikTok joint venture and military aid to Taiwan, and how these factors could reshape global markets in the upcoming year.

This discussion features Tim Seymour, an insightful investor, Sarah Eisen, a sharp CNBC correspondent, and Frank Holland, an astute business reporter. They dive into Nike's mixed quarterly results, highlighting a significant dip in China sales and the ongoing management debate around turnaround strategies. FedEx's impressive U.S. performance is contrasted with anticipated freight margin challenges. They also tackle Insmed's stock slump post-drug trial failure and explore implications for the biotech sector, painting a compelling picture of the current market landscape.

Oracle's stock faces pressure as financing woes surface, raising concerns for AI investments. The panel investigates whether NVIDIA's performance hints at larger market shifts. As volatility rises, experts discuss implications for year-end strategies. Discussions extend to the silver rally, Micron's promising earnings, and evolving risks in data centers. Coinbase's new features add to the competitive landscape, while traders prepare for important earnings from FedEx and Nike. Insightful analysis and dynamic discussions abound!

Crude oil prices tumble as WTI falls below $55, sparking discussions about the energy sector's struggles and stock performance. Experts debate how low oil could go, with predictions hitting $40–$35 amidst implications for producers. The panel also explores the potential benefits of disinflation and Fed easing on investment portfolios. Meanwhile, Pfizer faces challenges with declining COVID revenues and competitive pressures in obesity drugs. Activist rumors swirl around Comcast, and talks of airline mergers pick up steam.

Phil LeBeau, a well-known automotive reporter for CNBC, dives into Ford's shocking $19.5 billion write-off on its electric vehicle business and the company's shift toward hybrids. He discusses the implications for Ford's strategy, including changes to the F-150 Lightning and new energy storage plans. The conversation also touches on Terns Pharmaceuticals' promising cancer drug trial results and their upcoming pivotal trials, spotlighting the biotech sector's dynamic growth.