Oracle’s Halo Effect… And CME Group CEO On Retail Trading 9/10/25
CNBC's "Fast Money"
CNBC
4.3 • 1.2K Ratings
🗓️ 10 September 2025
⏱️ 44 minutes
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| 0:00.0 | Hi, it's Melissa. Before we jump into today's show, I've got something exciting to share. |
| 0:04.0 | On December 11th, we are hosting a special edition of Fast Money Live, trading the holidays right here at the NASDAQ market site. You get to watch a live taping of Fast Money, meet and interact with the traders, and, of course, celebrate the holiday season with us. It's stocks and cheers in the heart of the city, Times Square, in December. You will not want to miss this. Tickets are available now at cnbc events.com slash fast money. Live in the NASDAQ market site in the heart of New York City's Times Square, this is fast money. Here's what's on tap tonight. Outstanding Oracle, shares of the software giants surging 36% and adding nearly $250 billion to its market cap. |
| 0:37.7 | What it says about the state of the AI trade and all the companies that benefit from the gains. |
| 0:42.1 | And a rapid rate drop. |
| 0:43.7 | The yield on the 10-year Treasury closing in on 4% ahead of tomorrow's CPI print with the report solidify hopes for a Fed cut next week. |
| 0:51.1 | And what could it mean for the markets? |
| 0:52.7 | Plus, fintech firm Clorna makes its market |
| 0:54.7 | debut. The trade desk tumbles on a Morgan Stanley downgrade and Robin Hood unveils a slate of new products how they will affect the stock as it trades near all-time highs. I'm Melissa Lee. Come to you live from studio B at the NASDAQ on the desk tonight. Fano and Ison, Karen Feinerman, Courtney Garcia, and from the Robin Hood Summit in Las Vegas, the one and only, Dan Nathan. |
| 1:13.9 | We start off with Oracle. death tonight. Fano and Ison, Karen Feinerman, Courtney Garcia, and from the Robin Hood Summit in |
| 1:11.2 | Las Vegas, the one and only, Dan Nathan. We start off with Oracle's earth-shattering surge. The stock |
| 1:16.8 | hitting an all-time high up as much as 43 percent today, closing out its best session since |
| 1:21.7 | 1992. The move boosted the software company's market cap by $244 billion, putting it within striking |
| 1:28.2 | distance of becoming the next trillion dollar tech stock. |
| 1:31.4 | The strength coming after, Oracle said remaining performance obligations in its latest quarter, |
| 1:35.7 | more than quadrupled. |
| 1:36.7 | That's a measure of bookings, by the way. |
| 1:38.6 | More than quadrupled from a year ago. |
| 1:40.3 | One big customer, likely Open AI, the Wall Street Journal reporting today, that the two companies signed a $300 billion deal for computing power. |
| 1:47.8 | That would be one of the largest cloud deals ever. |
| 1:50.4 | Oracle's move having a halo effect over hyperscalers, Broadcom, NVIDIA, Taiwan, Semi, Micron, AMD, they all jumped. |
| 1:57.1 | Not to mention data center stocks like Cori, Vertive, Dell, and Super Micro, and power suppliers like Bistra, Constellation Energy, G.E. Vernova, Eaton, and Tallinn. The biggest winner of all might just be Oracle founder and chairman Larry Ellison, who saw his fortune increase by more than $100 billion with a beat today. Helping Impassiee land must have become the world's richest man |
| 2:18.2 | but the rising tide didn't lift all votes cloud giants amazon and sales force down |
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