'Fast Money' traders talk report Oracle is delaying data centers
甲骨文甲骨文(US:ORCL) Youtube·2025-12-13 06:48

with developments under Oracle. By the way, it wasn't just Oracle under pressure today. Shares of Broadcom, which have been up nearly 4% after posted earnings last night.End of the day, down more than 11%. Several analysts saying they expect the chipmaker to take a margin hit from costly AI buildout. So, here we have two major pieces of the AI trade not um giving us a good bullish narrative going into 2026.What do you make of this. >> Yeah, I mean, this really feels like I I like the saying AI fatigue. the ...