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Oracle Drops Back Down To Earth… And State Of the Consumer Ahead Of Holidays 11/12/25

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Manage episode 519113448 series 2874533
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Shares of Oracle lower again today, as the post-earnings pop continues to fade for the semi giant. The impact it’s having on the rest of the megacap tech names, and where our traders see the AI trade heading next. Plus Lacing up ahead of the holidays, as On Holdings surges after reporting results. The momentum they’re seeing, and what one former retail exec sees in store for the industry heading into year end.

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Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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2003 episodes

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iconShare
 
Manage episode 519113448 series 2874533
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Shares of Oracle lower again today, as the post-earnings pop continues to fade for the semi giant. The impact it’s having on the rest of the megacap tech names, and where our traders see the AI trade heading next. Plus Lacing up ahead of the holidays, as On Holdings surges after reporting results. The momentum they’re seeing, and what one former retail exec sees in store for the industry heading into year end.

Fast Money Disclaimer

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  continue reading

2003 episodes

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