EPISODE · Nov 12, 2025 · 43 MIN
Oracle Drops Back Down To Earth… And State Of the Consumer Ahead Of Holidays 11/12/25
from CNBC's "Fast Money" · host CNBC
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.
What this episode covers
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
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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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