CNBC's "Fast Money"

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.

Automotive reporter Phil LeBeau dives into the shifting dynamics of the EV market, highlighting Tesla's disappointing Q4 delivery numbers and its fall from the top spot. The discussion reveals how competitors like BYD are challenging Tesla's dominance. Will emerging technologies like robotaxis and robotics help Tesla bounce back? The panel debates the implications for investors amidst evolving valuations and expectations, bringing a mix of insights on market sentiment and future strategies.

Carter Braxton Worth, a renowned technical market analyst, dives into UnitedHealth's potential recovery signs after a challenging year. Professional trader Dan Nathan warns of looming volatility in the bond market and shares insights on early 2026 risks. Guy Adami reflects on the implications of Warren Buffett's departure from Berkshire Hathaway, while Karen Feinerman reveals her retail stock positions and market perspectives. The traders also share their favorite stock picks for 2026, focusing on sectors they deem promising for the new year.

Laura Rippey, an early-stage investor and Managing Partner at Alumni Ventures, shares insights into the vibrant VC landscape, focusing on AI, defense, and space investments. She highlights exciting startups like Grok and emphasizes the potential of nuclear energy for powering data centers. With banks performing well, she discusses macro trends affecting the financial sector while pointing out the risks and opportunities ahead. Plus, hear her thoughts on the implications of humanoid robots and the evolving AI market!

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.