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CNBC's "Fast Money"

Would You Rather?: Goldman Sachs or The Mag7… And Structure Therapeutics CEO 1/15/26

CNBC's "Fast Money"

CNBC

News, Investing, Business

3.91.3K Ratings

🗓️ 15 January 2026

⏱️ 44 minutes

🧾️ Download transcript

Summary

Goldman Sachs surging to fresh records as earnings top estimates, while some Mag7 stocks continue to struggle against the broader market. So will the big bank keep bumping, or can the big tech trouble make a turnaround? Plus the weight loss drug wars are heating up, with focus turning to the GLP-1 pill. The latest data from one pharma company, and what the CEO sees in store for the company as competition continues to climb. Fast Money Disclaimer

Transcript

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0:00.0

Large in the NASAC markets are in the heart of New York City's Times Square, this is fast money.

0:06.2

Here's what's on top tonight. A semi-surge results from one key chipmaker helping boost the entire group.

0:11.9

What's it say about the state of the AI trade? And is it too late to get in? We'll debate that.

0:16.6

And crypto crunch to key bill on regulation hitting a major roadblock in Capitol Hill.

0:38.8

What happened? And what's it mean for the future of the industry? Plus, digging in on the moves in the yen, the CEO of Structure Therapeutics gives us the latest in the GLP1 race. And Stephen Carter are ready to lay out their 2026 acronyms. One's a bit of a puzzle. The other might be heading for retirement. We'll explain later on this hour.

0:52.9

I'm Melissa Lee. Come to you, Laughampton Studio, be at the NASDAQ, on the desk tonight. Tim Seymour, Carter Worth, Steve Grasso, and Guy Adami. And we'll get to the moving chips in just a minute, but we will start with the ultimate game. Oh, boy. And I mean ultimate game. Oh, boy. of Would You Rather, of course.

0:56.3

Goldman Sachs surging to new records on the back of earnings this morning,

0:57.1

shares the investment banking giant have gained more than 11% already this year.

1:01.3

Meanwhile, the Mag 7 has largely struggled in 2026 with only Alphabet and Amazon outpacing

1:06.1

the broader market, meta, Microsoft, Apple, all down 5% or more this year.

1:10.2

So even though Mega Cap Tech has helped indices get to record highs, would you rather Goldman Sachs or the Mag 7?

1:18.8

It's an interesting question.

1:20.5

Guy.

1:21.1

How long have we been doing this show for?

1:22.4

Oh, you know, 19 years.

1:24.0

Last week was 19 years.

1:25.4

This is the first time we've ever had this, would you rather,

1:29.6

a Goldman Sachs versus a Mag 7. It's a stock that is performing. And the first time in the A block.

1:35.3

Wins at its back. A lot of firsts. Versus a big part of the market that had been growth.

1:40.9

I'll play your reindeer game because I like doing this. You know, with 17, 18% EPS growth,

1:45.9

I think despite the move, Goldman Sachs is still a sock that's going to perform. And look,

1:50.4

I'm not going to play which one of the Mag 7 I don't like. But in the aggregate, I think

...

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