Oracle’s Slide Continues… And Market Volatility Ticks Higher 12/17/25

CNBC's "Fast Money"

CNBC

Business, News, Investing

4.3 • 1.2K Ratings

🗓️ 17 December 2025

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

Shares of Oracle take a hit as Blue Owl reportedly won’t back the company’s $10B data center in Michigan. What it means for the stock as it hits levels not seen since mid-June, and how it’s impacting the broader AI trade. Plus Volatility spiking as stocks sell off. What the uptick in stock swings mean for markets heading into year end, and how you can position your portfolio with a new year on the horizon. Fast Money Disclaimer

Transcript

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0:00.0	Live from the NASDAQ market site right here in the heart of New York City's Times Square,
0:06.5	this is fast money. Here's what's on tap tonight.
0:08.9	Six-month lows for Oracle, the latest hit to the software giant.
0:12.8	And what it may all say about the macro AI trade?
0:16.9	Micron on the move, shares of Micron, it beat earnings, it beat revenue estimates. But what's the stock doing? We'll let you know and get all the move. Shares of Micron. It beat earnings.
0:22.2	It beat revenue estimates.
0:23.6	But what's the stock doing?
0:27.4	We'll let you know and get all the details for the quarter and how to play Micron now.
0:31.5	Plus, hi-ho, silver away.
0:35.0	The commodity, setting yet another price record.
0:38.6	Warner Brothers choosing its buyer, but will it deal with Netflix actually get done in Medline's market debut? The biggest IPO of the year getting off to a strong
0:45.3	start? What is next to the stock and maybe what it means for the IPO market next year?
0:51.6	Hi, everybody. I'm Brian Sullivan in for Melissa Lee again tonight. Coming to you
0:55.4	live from Studio B, right here at the NASDAQ and on your desk. We've got Tim Seymour. We've got
1:01.9	Karen Fireman. We got Dan Nathan, and you will get a healthy dose of Guy Adombe. Welcome, everybody.
1:09.0	All right, let's start off with more signs of some growing investor
1:12.5	concern over AI spending because Oracle today falling again. Stock fell about 5%. But Oracle now at its
1:20.4	lowest level since June and has been cut nearly in half since its September highs. Today's hit came on a
1:26.9	report in the Financial Times that a major
1:29.2	investment firm called Blue Owl will not back Oracle's proposed $10 billion data center in Michigan.
1:37.0	Blue Owl, by the way, a public company trading under the ticker owl. It was also down today.
1:43.1	There you go. No tootsie roll included. Oracle hitting back at the
	...

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