'Fast Money' traders talk trading Goldman Sachs vs. the Magnificent 7

Watch on YouTube ↗  |  January 15, 2026 at 22:54  |  4:04  |  CNBC
Speakers
Guy Adami — Trader
Tim Seymour — Seymour Asset Management, Fast Money Trader
Karen Finerman — CEO, Metropolitan Capital Advisors; Fast Money trader

Summary

Fast Money traders debate whether they would rather own Goldman Sachs or the Magnificent 7. Several panelists favor Goldman Sachs and banks on strong M&A, capital markets activity, deregulation, and a steeper yield curve. Others see the Mag-7 as laggards or commoditized businesses whose prices and earnings may fall. The segment ends with confusion over final picks and a bearish comment on chip prices.

  • Panel debates Goldman Sachs versus the Magnificent 7.
  • Multiple traders prefer Goldman Sachs on M&A and capital markets strength.
  • Bank sector tailwinds include deregulation, steeper yield curve, and capital returns.
  • Mag-7 has underperformed, with a contrarian long case mentioned.
  • Another view calls Mag-7 commoditized and expects prices and earnings to fall.
  • Chip prices are also expected to come down.
  • Final picks are muddled in the discussion.
Ideas
Guy Adami Trader 0:40
Goldman can outperform commoditized Mag-7.
Despite its move, Goldman Sachs is still attractive because valuation is not stretched and the world is lining up for its investment banking and capital markets business; he expects it to outperform the Magnificent 7 in 2026. He also sees the Mag-7 as largely commoditized, with prices, revenues, and earnings likely to come down.
GS HIGH
Guy Adami Trader 0:40
Goldman can outperform commoditized Mag-7.
Despite its move, Goldman Sachs is still attractive because valuation is not stretched and the world is lining up for its investment banking and capital markets business; he expects it to outperform the Magnificent 7 in 2026. He also sees the Mag-7 as largely commoditized, with prices, revenues, and earnings likely to come down.
MAGS HIGH
Tim Seymour Seymour Asset Management, Fast Money Trader 1:10
Banks have extraordinary M&A tailwinds.
Bank news flow is extraordinary now, driven by macro, DC, the economy and the yield curve; deregulation and a steeper curve support predictable earnings and capital returns. Solomon's comments suggest M&A and capital markets activity is only beginning and will be a bigger bonanza, so many investors want to own banks.
KBE MED
Karen Finerman CEO, Metropolitan Capital Advisors; Fast Money trader 2:43
Goldman benefits from strong M&A cycle.
She would go with Goldman Sachs because M&A and capital markets activity are strong for all the reasons Tim and Guy laid out.
GS MED
Guy Adami Trader 3:37
Chip prices likely to decline.
Chip prices are likely to come down as part of the broader commoditization pressure, which would weigh on chip revenues and earnings.
SMH LOW
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This CNBC video, published January 15, 2026, features Guy Adami, Tim Seymour, Karen Finerman discussing GS, MAGS, KBE, SMH. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Guy Adami, Tim Seymour, Karen Finerman  · Tickers: GS, MAGS, KBE, SMH