Live from the NASDAQ markets on the heart of New York City's Times Square, this is fast money.

Here's what's on tap tonight. A crude awakening, oil prices hitting their lowest level in nearly five years,

taking energy stocks along with them, how to play the pullback and what it says about the state of the markets.

Anna Pfizer flop shares of the pharma giant dropping nearly 6% at the lows, why the company is giving tepid guidance for the new year and how it's impacting the rest of healthcare. Plus shares of Comcast catch a bid. Homebuilder Linar are on the move after earnings, and is it time to sell GM? That's what the Tartmaster sees in the technicals. Why is he shifting into reverse? I'm Melissa Lee. I'm Melissa Lee. Come to you live for studio, be at the Nazak on the desk tonight. C. Grasso, Carter Worth, Bono and Aynicin, and Guy Adami. Three big market moves catching your eyes today. Pfizer is thinking on some weak guidance or soon to be former parent company Comcast, getting a bump higher. But we start by drilling down on crude oil hitting its lowest level since February 2021. WTI briefly dipping below,

55 bucks a barrel today on the back of disappointing jobs data, rapid production ramp-ups

from OPEC-plus nations, and the potential end to supply disruptions caused by the war in Ukraine.

Crude now down more than 20 percent this year on pay for its worst year since 2018.

Energy stocks are among the worst performers in the S&P with the sector basically flat since January.

So what should we make of this pressure in the space?

This is a value trade or value trap guy?

What do you think?

Steve's been talking about the underlying commodity for a while, and it's going his way.

But in terms of the stocks, until the last week or so, they've been a value trade. Now I think people feel it on the wrong side of it because they're sort of looking at the underlying commodity and they're sort of equating the weakness there with the weakness in the stocks. Peter Brookfair had a note out. He might have been on the show a couple of weeks ago saying that his surprise call for 26 is going to be energy and commodities, specifically crude oil.

And I agree, it doesn't look that way now.

I will tell you, despite the fact that the XLE almost got up to resistance level and seemingly is failing, I still think there's value in all those names, specifically the three big components of the XLE, Conoco, Chevron, and Exxon Mobil. Oil, higher, energy higher in 2026 would be non-consensus. Non-consensus. Contrarying. Call it what you want. Steve, what's your call for oil? I'm going to be consensus. I think oil can crack down to about $40 a barrel. It could even go lower than that, but let's just worry about

50, right? Let's worry about 10% move lower from here. You said it before. So you have geopolitical.

Palestine, Israel, that's off the table right now, for now short term or long term, depending.

Ukraine, Russia.

If the sanctions are removed, that adds to the glut.

OPEC is reversing cuts.

It's adding more supply.

And you have non-OPEC members, Brazil, Guyana, US,

...