Live in the NASAC market site in the heart of New York City's Times Square, this is fast money.

Here's what's on top tonight.

A tech wreck air coming out of the AI trade in a big way today with big moves lower in Broadcom, Oracle, NVIDIA, and more.

What the drop says about investor appetite for these stocks and the precedent it sets for tech in the new year.

And sun salutations for Lulu Lemon.

Shares of the ethleisure company jumping after announcing a CEO switch, but can the stock

keeps stretching higher into the new year? We'll debate that. Plus, pot stocks light up on a major

rescheduling development, a burrito blowout for Tripoli, what the CEO had to say about the consumer

and is housing about to turn a corner what the top economists at one real estate broker sees for home sales in the new year. I'm Melissa Lee. Come to you last in the studio, Bia, Biazano, and Azac on the desk tonight. Cigrasso, Courtney Garcia, Thano and Eisen, and Julie Beal. We start off with another move lower today in Oracle shares dropping another 4.5% today. After a report,

the company will delay some data centers for Open AI until 2028. The stock was coming off

in nearly 11% post earnings drop yesterday, close out its worst week since 2018. For more on the latest

struggles for the stock, let's bring in Sima Modi. Seema.

Today, shares of Oracle sharply lower on that story that claimed some of the data centers

it is developing for Open AI would be delayed from 2027 to 2028.

And then an Oracle spokesperson snapping back saying it is fully aligned with Open AI, disputing

that story, adding that the site selection and delivery timelines were established in close coordination with Open AI, disputing that story, adding that the site selection and delivery timelines

were established in close coordination with Open AI and that there had been no delays to any

sites required to meet its contractual commitments. Those comments easing concerns, yes, but the

stock remained lower today. As questions linger around debt financing with Oracle's latest 10-Q revealing a sharp uptick in data center leases.

All right.

So D.A. Davidson analysts writing that these numbers would suggest Oracle is, quote, strapped for capital.

Separately, Melissa I spoke to our credit investor who said Oracle's leases will expedite the company's push into the debt market.

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