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

This episode of Fast Money, broadcasted live from the NASDAQ market site, discusses the pullback in silver and gold prices, as well as drops in big AI stocks like Palantir, Oracle, and Nvidia. The hosts and guests analyze the reasons behind these market movements, including the raising of margin requirements on silver, technical factors, and potential connections to the AI market. They also debate the roles of central banks and geopolitical tensions in the gold market. Additionally, the show covers Alibaba's stock drop due to concerns over China's economy and geopolitical risks, the performance of Dollar General and Dollar Tree, and General Motors' strong year. Finally, the panel discusses top tech picks for the coming year, featuring Dan Ives, who shares his insights on companies like Microsoft, Apple, Tesla, Palantir, and CrowdStrike, while also addressing the housing market and the performance of Netflix.