Final Trade: GM, KBE, CAT, LULU

Watch on YouTube ↗  |  January 02, 2026 at 23:18  |  1:15  |  CNBC
Speakers
Mike Khouw — Chief Market Strategist, Fundstrat Global Advisors
Stuart Kaiser — Head of US Equity Trading Strategy, Citi
Brian Sullivan — Anchor, CNBC (Last Call / Power Lunch)
Karen Finerman — CEO, Metropolitan Capital Advisors; Fast Money trader

Summary

The video is a Final Trade segment in which CNBC's Brian Sullivan and Fast Money traders give their end-of-day picks. Mike Khouw selects GM, Stu Kaiser favors US banks via KBE, Brian Sullivan picks Caterpillar, and Karen Finerman chooses Lululemon. The pitches focus on a GM pullback buy, bank stimulus and deregulation tailwinds, Caterpillar's cyclical-plus-AI appeal, and Lululemon as a turnaround story.

  • Mike Khouw likes GM on a pullback near its 50-day moving average.
  • Stu Kaiser sees US banks, expressed as KBE, benefiting from domestic stimulus and deregulation.
  • Brian Sullivan picks Caterpillar as a cyclical with an AI edge.
  • Karen Finerman selects Lululemon as a turnaround story.
  • The segment consists of final trade recommendations from the Fast Money panel.
Ideas
Mike Khouw Chief Market Strategist, Fundstrat Global Advisors 0:12
Valuation attractive; buy GM pullback
General Motors has had a strong run since mid-October and may be overbought, but the valuation is very attractive; Mike would pick it up on a pullback around the 50-day moving average.
GM MED
Stuart Kaiser Head of US Equity Trading Strategy, Citi 0:22
Buy US banks on stimulus, deregulation
Stu expects investors to chase domestic stimulus and a deregulatory tailwind into US banks as the new year begins.
KBE MED
Brian Sullivan Anchor, CNBC (Last Call / Power Lunch) 0:30
Caterpillar blends cyclical exposure with AI edge
Brian likes Caterpillar because old industrial and cyclical names now have an AI edge, giving investors the best of both worlds.
CAT MED
Karen Finerman CEO, Metropolitan Capital Advisors; Fast Money trader 0:43
Lululemon is a turnaround story
Karen is going with Lululemon as a turnaround story.
LULU LOW
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This CNBC video, published January 02, 2026, features Mike Khouw, Stuart Kaiser, Brian Sullivan, Karen Finerman discussing GM, KBE, CAT, LULU. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Mike Khouw, Stuart Kaiser, Brian Sullivan, Karen Finerman  · Tickers: GM, KBE, CAT, LULU