CNBC's "Fast Money"

Tim Seymour, a seasoned market analyst, joins Bono, a contrarian trader, Steve Grasso, an expert in technical analysis, and Mike Coe, an options commentator, to discuss Apple's dismal seven-week decline. They explore its challenges, including valuation issues and the impact of the Gemini partnership with Google. The group also dives into the soaring auto prices and the White House's efforts to improve affordability in the market, analyzing which stocks could benefit from this political push and how investors should navigate the automotive landscape.

Goldman Sachs is hitting new highs as it surpasses earnings predictions, while the Mag7 faces market challenges. The discussion dives into weight loss drugs, with a spotlight on a new GLP-1 pill and its competitive landscape. Insights on regional banks versus money center banks shed light on potential investment opportunities for 2026. Additionally, the impact of a possible Spotify price hike on subscribers and the dynamic challenges in the obesity drug market are thoroughly explored.

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.

Eamon Javers, a Washington-based reporter, dives into the White House's affordability push, focusing on the impact of AI-related power costs on tech firms. He discusses Microsoft's commitment to managing electricity expenses without burdening communities. The conversation also spans potential beneficiaries in the utility sector and how the current geopolitical climate is influencing compute cost competition with China. The podcast highlights the latest trends from the JPMorgan Healthcare conference, including biopharma insights and the evolving drug pipeline.

A dramatic proposal from Trump aims to cap credit card interest rates at 10%, shaking up big banks and sparking debates on market reactions. Meanwhile, a DOJ investigation into Fed Chair Jerome Powell raises concerns over Fed independence. There's talk of potential opportunities in bank stocks amidst a political sell-off, as well as insights on retail performance during the holidays. The episode also touches on Alibaba's advancements in AI and the upcoming JPMorgan healthcare conference.

Andrew Obin, a senior industrials analyst at Bank of America Securities, shares insights on the recent drop in mortgage rates and its impact on housing affordability. He discusses how the government's push to buy $200B in mortgage bonds aims to stimulate the market. Obin also highlights Meta's strategic nuclear deals to power its AI ambitions, detailing the implications for data center infrastructure and the potential winners in the HVAC sector. Additionally, he addresses the growing role of advanced nuclear power in overcoming energy shortages.

Katie Stockton, founder of Fairlead Strategies and a renowned technical analyst, discusses her concerns about Apple as Alphabet surpasses it in market value. She highlights a troubling MACD flip that signals potential declines for Apple. Steve Grasso shares insights on how AI adoption could impact Apple's future, while Bonoan and Guy Adami contribute thoughts on trading strategies amidst rising single-stock volatility. The group also links Venezuela's developments to agricultural stock opportunities and debates macroeconomic influences on the tech sector.

Major shifts are anticipated in the housing and defense sectors, influenced by recent policy changes. President Trump’s critiques of defense contractors and proposals to limit institutional home purchases stir debate. Meanwhile, as Venezuelan oil heads to the U.S., experts analyze its impact on gas prices and potential market winners. The discussion also dives into retail trading trends and the evolving dynamics of tech hardware companies under economic pressures.

Tim Seymour, a savvy investor known for his macro insights, joins market commentator Dan Nathan and professional trader Guy Adami to dive deep into the latest market dynamics. They explore the impressive surge of storage stocks driven by AI demand, while debating if these can outpace giants like Nvidia. The team discusses the implications of copper's record highs and its impact on inflation, as well as the potential revival in the IPO market with anticipated listings like SpaceX. Exciting insights and trading strategies all around!

Halima Croft, the Global Head of Commodity Strategy at RBC Capital Markets, shares her insights on the recent U.S. capture of Venezuelan leader Nicolas Maduro and its implications for oil markets. She discusses the risks and challenges of U.S. companies reentering Venezuela and the long-term decline of its oil production. Additionally, Jensen Huang, CEO of Nvidia, dives into advancements in AI and robotics, unveiling exciting new technologies from CES, including autonomous vehicle software and hardware innovations that promise to reshape the tech landscape.