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Fresh AI Jitters Shake the Market 12/12/25

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Manage episode 523916356 series 2862887
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.

Scott Wapner and the Investment Committee debate the headline that Oracle is delaying data centers to 2028 from 2027 and what it means to the AI trade and the market. CNBC's Seema Mody joins us with the latest out of Oracle. Plus, the Committee shares there many portfolio moves. And later, we hit the latest Calls of the Day.

Investment Committee Disclosures


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1353 episodes

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iconShare
 
Manage episode 523916356 series 2862887
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.

Scott Wapner and the Investment Committee debate the headline that Oracle is delaying data centers to 2028 from 2027 and what it means to the AI trade and the market. CNBC's Seema Mody joins us with the latest out of Oracle. Plus, the Committee shares there many portfolio moves. And later, we hit the latest Calls of the Day.

Investment Committee Disclosures


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

  continue reading

1353 episodes

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