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

Here's what's on tap tonight. Data Center Dreams, Oracle just announcing plans for a big AI build-out,

the details on the deal and how the stock stacks up in the AI race and the Jimmy Kimmel fallout.

The late-night host isn't coming back to all ABC stations tonight what it means

for Disney and the future of broadcast television. Plus, Mike Ron on the move after earnings,

oil stocks get energized and dining out on GLP-1s, what the boom and weight-lost drugs mean for the

industry of the restaurant industry. I'm Melissa Lee. Come to you live from studio, Beatt the Nasda.

I'm the desk tonight. Tim Seymour, Dan Nathan, Guy Adami, and Julie Beal. We start off with breaking news on Oracle's latest data center plans. The stock higher after hours following a 4% drop during the regular session. McKenzie Segalis has got all the details. Mack. Mel, OpenAI, SoftBank, and Oracle have just unveiled five more Stargate sites, stretching

across Texas, New Mexico, Ohio, and then an undisclosed destination in the Midwest.

We're also getting a revised spend here that brings the size of the initiative to nearly

seven gigawatts and more than $400 billion of investment over the next three years.

Now these blockbuster deals have already fueled massive stock gains,

but one of Oracle's new CEOs told me that he is not worried about the market overheating.

We see a broad-based demand across a huge swath of the industry.

So it's not just from any one individual place that we're seeing this demand coming from. And as this kind of continues through, I don't worry about

a bubble because I see committed demand for it. And also the other thing I would say is,

you know, Oracle's not just in the infrastructure business. We're also in the application

business, so we're also consumers of this technology.

Now those comments echo what I heard from OpenAI CEO Sam Aldman, who told me that this

scale of construction is the only way to keep up with AI's explosive growth.

This is what it takes to deliver AI.

AI, unlike previous technological revolutions or previous versions of the

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