Metals Rebound, SoftBank's $40B Bet on OpenAI, Meta's AI Acquisition 12/30/25

Squawk on the Street

CNBC

News, Business, Investing

4.1 • 567 Ratings

🗓️ 30 December 2025

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

David Faber and Sara Eisen discussed precious metals rebounding from Monday's sell-off — which resulted in the worst day for silver in almost five years. AI in the spotlight: Sources told David that SoftBank has completed its $40 billion investment commitment to OpenAI. Meta has agreed to acquire Singapore-based AI startup Manus. The anchors reacted to President Trump's harsh words for Fed Chair Powell. 2026 outlook: Semiconductors and the AI trade, commercial real estate, media and the battle for Warner Bros. Squawk on the Street Disclaimer

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0:00.0	It's Jim Kramer here.
0:01.3	You're listening to the opening bell of CBC Squawk on the Street.
0:04.7	Don't miss a minute of the action.
0:14.0	Good Tuesday morning.
0:15.1	Welcome to Squawk on the Street.
0:16.2	I'm David Faber with Sarah Eisen.
0:17.7	We're live from Post 9 at the New York Stock Exchange.
0:20.2	Jim and Carl both have
0:21.4	the morning off and the week off. Make a look at futures, of course, as you get ready for trading. 30 minutes from now, I don't know, what do you call that, Sarah? I don't know what you call that. Yeah, Unch. All right. I'll go with that. Unch. But we got a lot of exciting news for you. In fact, our roadmap begins with tech pressure threatening the so-called Santa Claus rally.
0:40.8	The S&P has come back. But we got a lot of exciting news for you. In fact, our roadmap begins with tech pressure threatening the so-called Santa Claus rally.
0:40.8	The S&P is coming off back-to-back losses.
0:42.9	This is investors turn the focus to Fed Minutes later today.
0:47.0	Plus, the metals trade.
0:48.6	We're watching it.
0:49.3	Miners, New Mom, and Freeport among the top S&P pre-market performers here.
0:54.4	Gold and Silver is seeing the best year since 1979.
0:57.7	And meta acquiring Singapore-based AI startup Manus in a deal reportedly worth more than $2 billion,
1:03.7	but it could signal for the AI trends into the new year.
1:06.6	Start with the markets, of course, after what was a pullback yesterday,
1:10.1	and not to mention, of course, some very exciting trading in some of the metals, silver, certainly plunging yesterday, still up enormously, even for the month, and of course coming back a bit this morning as well, Sarah.
1:22.8	Yeah, I mean, yesterday was crazy. It dropped 9%. Biggest one-day decline since February 2021 after the CME
1:28.1	raised margin requirements. But interestingly, a lot of people were pointing out that the silver
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