AI & Metals Fever Breaking?... And Top Tech Picks For The New Year 12/29/25

CNBC's "Fast Money"

CNBC

Business, News, Investing

4.3 • 1.2K Ratings

🗓️ 29 December 2025

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

Is the fever breaking in the AI & metals trade? The chip & tech stocks seeing outsized drops, and how Silver reversed course in a major way after hitting records. Plus the next move for the tech trade after a standout year, and the stocks one top analyst is betting on in 2026, but Nvidia isn’t one of them. Fast Money Disclaimer

Transcript

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0:00.0	Live from the NASDAQ market site right here in the heart of New York City's Times Square,
0:05.5	this is fast money. Here's what's on tap tonight. Call it a metal meltdown, silver and gold
0:11.1	pulling back from records in a big way today. It may have something to do with the city of Chicago.
0:16.4	It's playing. Plus, AI, of course, the buzz trade of the year. But who made Dan Ives's list of
0:22.9	hot stocks for next year and which big name was left off the list? Dan is here. Plus, what is
0:30.3	behind the backslide in Alibaba? General Motors on pace for its best year, in years, and big bucks
0:37.0	in the dollar stores, how to trade
0:38.9	dollar general, even as it hits new highs almost every day.
0:43.1	Hi everybody, I am Brian in from Melissa Lee tonight, coming to live from Studio B at the
0:47.6	NASDAQ on your desk tonight. Final week of the year, Mr. Steve Grasso, Bono and Iison,
0:54.0	Dan Nathan, and Guy Domney.
0:56.0	Welcome, everybody.
0:57.2	All right, we start tonight with signs that the fever in a couple of red-hot trades may have started to break.
1:04.1	Silver coming back down to Earth after its record run.
1:06.7	It hit nearly $83 an ounce overnight, but fell nearly 9% today.
1:13.2	Gold also pulling back, gold losing just under 4, 5%, settling its lowest level in nearly two weeks.
1:21.7	But it wasn't just medals on the move.
1:25.2	Some big AI stocks also seeing outsized drops recently, names that you know.
1:30.3	Maybe you own or trade, Palantir, Oracle, Nvidia, and Broadcom today, short week, low volume,
1:37.4	no Fed speakers, but still down today. We're going to get more in technology a bit later on this hour,
1:43.2	but let's start, Guy Dami, with these metals. What I referenced was a raising of margin requirements on silver by the Chicago Mercantile Exchange. Some people pointing to that and saying, that's the reason. What do you think happened today? Welcome. Thank you. Be here all week? All week. Not Thursday. Happy New Year. Happy New Year.
2:02.3	That's one of the reasons, definitely. I mean, people should have seen that coming because historically, when you see prices move of that magnitude to the upside, you will see margin requirements be raised by these exchanges. By the way, it wasn't just silver. That was part of it. Another part of it was
	...

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