Live from the NASDAQ market site, right here in the heart of New York City's Times Square.

This is fast money. Here's what's on tap. A warning sign from Oracle. Shares are down,

but for an interesting reason, is it a storm brewing or maybe just another head fake?

Fire up your credit cards. It's Amazon Prime Big Deal Time.

Whatever that is.

We're going to talk about what's at stake for Amazon leather retailers.

Plus, how a devastating fire could impact Ford's supply chain for months.

The White House policy that may hit housing and gold, it keeps shining bright, hitting another big milestone. Hi, everybody. I am Brian

in for Melissa again tonight. Coming to you live from Studio B at the NASDAQ market site, on your desk,

Tim Seymour, Karen Feynman, Courtney Garcia, and Steve Grassin. Welcome, everybody. All right, we start

with what might be assigned the Red Hot AI

trade may be showing some cracks or not. Oracle shares down today. It was on a report that its margins

may be lower than thought because of some InVIDIA related accounting. Oracle, which briefly flirtated with a trillion-dollar market cap after earnings last month,

now down about 18% from its record high.

It's complicated.

So let's make sense of the story and talk about what it may or may not mean.

Joining us on said, our friend Sima Modi.

Brian, thank you. It's great to be back. And a big story today, we saw Oracle move

as much as 5% on this report from the information that alleges that Oracle's cloud margins,

which is tied to the buildout of AI infrastructure, will be lower than what Wall Street is

currently predicting. And that's due to the cost of buying

Nvidia chips, the capital-intensive nature of building out data centers, whether it comes to

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