CNBC's "Fast Money"

Lance Wilk, senior research analyst at Bernstein, explains Medicare rate shifts and healthcare policy impacts on insurer margins. The conversation covers record runs in gold and silver, dollar weakness and commodity flows. They also debate Big Tech’s AI spending and Nvidia’s strategic moves in the infrastructure space.

Bonoan, market valuation pro who focuses on fundamentals and allocation. Mike Coe, options and equities trader known for trade ideas and flow reads. Tim Seymour, investor with a macro and international lens on markets and metals. They preview big tech earnings and MAG7 risks. They also debate surging gold and silver and what emerging markets and heavy metals might do next.

Intel reports mixed quarterly results, with weak guidance due to supply challenges. Top analyst Gene Munster calls it a meme stock and discusses its growth prospects. Meanwhile, Donald Trump sues JPMorgan, claiming debanking motives after January 6th. The banking sector reacts to proposed credit card rate caps, with Bank of America considering new promotions. Additionally, the podcast dives into Meta's AI strategies, Alibaba's IPO plans for its AI chip arm, and even a quirky controversy over Lululemon's leggings.

Carter Braxton Worth, a renowned chart analyst known for his technical insights, joins the discussion on the stock market's rally following President Trump's cancellation of European tariffs. He delves into the stark performance divergence between software and semiconductor sectors, proposing a pairs trade strategy. The conversation also covers the broader market reactions, including tech weaknesses and gold’s strength amid Trump's ambiguous remarks on potential Fed chair nominees and the evolving landscape of AI and investment opportunities.

Tim Seymour, a savvy market commentator, joins Karen Feinerman, a professional trader, alongside Stuart Kaiser from Citi, and Rich Greenfield, a media analyst. They dive into Netflix's earnings and its bid for Warner Bros, analyzing its strategy amidst fierce competition. United Airlines' strong quarterly performance and insights from CEO Scott Kirby are highlighted. The panel also discusses the surge in natural gas prices due to bitter cold across the U.S. and the market implications of recent sell-offs.

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.