Big Year For Banks… And What’s In Store For AI & VC In 2026 12/30/25

CNBC's "Fast Money"

CNBC

Business, News, Investing

4.3 • 1.2K Ratings

🗓️ 30 December 2025

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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

Transcript

Click on a timestamp to play from that location

0:00.0	Live from the NASDAQ market site right here in the heart of New York City's Times Square.
0:05.5	I mean right here. This is fast money. Here's what's on tap tonight. A big year for big banks.
0:11.3	Some names seen their best gains in decades, but can the trade notch more gains in the new year? We'll discuss and debate.
0:18.6	Plus, the China wildcard tension between Beijing and Taiwan heating up
0:23.4	what it could mean for the markets both overseas here at home and your money. All that. Plus,
0:30.0	meta making a move to Up its AI game. Boeing shares, Steve Grasso hitting two-month highs
0:36.2	after signing a big new contract,
0:38.8	the fueled up trade, the energy stock that's hitting a new 52-week high that Guy Adami
0:45.0	just absolutely loves. He gave us a nibble of it last night. Hi, everybody. I am Brian Sullivan,
0:51.9	in from Melissa Lee, coming to you live from the NASDAQ Studio B right here.
0:56.2	And on your desk tonight, the aforementioned Steve Grasso, Karen Feinerman, Dan Nathan, and Guy Adami.
1:03.4	All right, we start tonight with those milestone moves in many of the big banks this year.
1:10.3	Think we're kidding? Look at this. Morgan Stanley stock
1:13.5	up more than 40% this year. That's its best year in four years. Goldman Sachs doing even better
1:20.6	with gains last seen during the depths of the financial crisis. Citigroup, though, the biggest
1:26.8	winner of all. 60 plus percent gains
1:29.6	debt stock's best performance since the turn of the century, and I mean 2000, not 1900.
1:36.6	All these handily outperforming the broad indexes this year, even some of the biggest AI
1:42.0	trades. The question is, with the big banks, Guy Adami, great year. I know you've been on them. No, I know you have been. Good calls. What's going to happen next year? First of all, Karen's been on top of it, and Tim has, who's in absentia, I believe is in Europe now. In terms of the banks, some we've gotten
2:01.4	rights, a lot of them I've gotten wrong, but Citibank is the one that continues to stick out
2:05.3	to me. And we can talk about what a great job Jane Frazier has done. There's this getting,
2:10.5	you know, getting themselves out of bad businesses, focusing on what's working, the restructuring
	...

Transcript will be available on the free plan in 20 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from CNBC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of CNBC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.