'Fast Money' traders talk the state of the Big Bank sector heading into 2026 - part 2/2
2025-12-30_22-40 • 5m 45s
Dan Nathan (Principal)
00:00.027
No,
if
they
can't
if
Open
AI
can't
raise
100
billion
and
soon.
Um,
and,
you
know,
let's
say
they
top
the
debt
markets,
this
I
mean,
I
don't
know.
Like
like
the
mildest
slowdown
there.
And
I
when
I
say
blow
up,
I
mean,
it's
not
going
to
zero
or
anything
like
that.
But
if
that
if
Dan Nathan (Principal)
00:14.147
if
the
wheels
are
not
greased
over
there,
then
there's
a
whole
host
of
other
things
that
are
not
working.
Not
just
in
technology,
but
also
in
our
economy.
When
you
think
about
the
contribution
of
CapEx
to
our
GDP,
and
there's
a
whole
host
of
other
things
that
we've
been
talking
Dan Nathan (Principal)
00:25.987
about
as
it
relates
to
what
are
the
major
components
of
GDP.
Well,
if
you
think
about,
let's
just
say
we
have
unemployment
that
is
going
to
5%
maybe
because
of
efficiencies
from
AI.
There's
a
whole
host
of
things
going
on.
There's
an
article
in
the
Wall
Street
Journal
to
say,
Dan Nathan (Principal)
00:39.547
you
know,
uh
CEOs
are
planning
for
2026
and
hiring's
not
one
of
those
plans.
They're
not
firing
people
just
yet,
but
they're
certainly
not
hiring
people.
people
roll
3100,
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