Oracle Drops Back Down To Earth… And State Of the Consumer Ahead Of Holidays 11/12/25

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.3 • 1.2K Ratings

🗓️ 12 November 2025

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	Live from the NASDAQ market site in the heart of New York City's Times Square, this is fast money.
0:06.5	Here's what's on tap tonight.
0:08.0	Fading Oracle, it was just two months ago that the software giant was flirting with a trillion dollar market cap.
0:13.7	It's lost over a third of its value since.
0:15.8	What's behind this drop and can the company regain its spark?
0:18.5	We'll debate that.
0:19.5	And a bank breakout.
0:20.6	Financial stocks at all time are multi-year highs
0:22.9	as our CEOs head to the White House.
0:25.2	Can the gains keep coming?
0:26.3	Plus, Cisco on the move after earnings,
0:28.3	sneaker maker on holding sprints higher,
0:30.9	and charting the course on Disney
0:32.4	where the entertainment giant is heading
0:33.8	as it gets ready to report tomorrow morning.
0:36.7	I'm Willis Daly coming to you, I'm Willisd-Licke.
0:38.4	I'm Willisdalen, Carta, Karen Feinerman, Guy Adami, whose phone just rang.
0:43.1	And Julie Beal, ironic, since he's always the one who says phones off.
0:47.8	But we start off with what may be the shattering of Oracle's crystal ball,
0:51.8	the one-time AI data center darling falling another 4% today, now trading at more than two-month lows.
0:58.3	It's more than a race that 35% post-earnings pop from September and is now pacing for a fifth straight week of losses.
1:05.9	The move coming as investors seem to be increasingly questioning the pace and magnitude of the AI boom.
	...

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