S&P Closes in on a New Record After the Fed Cut and Oracle Drops after Earnings 12/10/25

CNBC's "Fast Money"

CNBC

Business, News, Investing

4.3 • 1.2K Ratings

🗓️ 10 December 2025

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Federal Reserve cutting rates by a quarter point, as expected, at its last meeting of the year, and stocks rose on the news, with the S&P finishing the day just shy of a record. Meanwhile Oracle shares were dropping after its latest earnings report. The traders dive into all the details from the call. Fast Money Disclaimer

Transcript

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0:00.0	Live in the NASDAQ market site on a night when Tim's small caps closed at a record high.
0:07.8	The Dow jumped merely 500 points.
0:10.1	This is fast money.
0:11.0	Here's what's on tap tonight.
0:12.7	A bad omen.
0:13.4	Shears of Oracle dropping after the software giant missed revenue estimates for the latest quarter.
0:17.5	What the results say about the state of the AI and tech trade and the Fed in focus,
0:22.0	stocks taking a leg higher after the central bank cut rates at its last meeting of the year.
0:26.3	But how many more cuts are coming in 2026 and what will it all mean for the markets?
0:30.8	Plus, Uber sinks is Amazon Ups its delivery game.
0:34.2	Netflix hit seven-month lows amid the battle for Warner Brothers and a rare
0:37.7	bright spot in the staple space. What's got shares of Pepsi bubbling higher today and how long
0:43.0	can the caffeine high last? I'm Melissa Lee coming to you live from Studio B at the NASDAQ on our
0:47.5	supersized desk tonight because it is a very important day. Very big desk. Tim Seymour, Karen
0:53.2	Fireman, Dan Nathan, Guy Dami, and Michael Schumacher,
0:56.7	Wells Fargo Security's head of macro strategy. And we begin with the market reaction to the Fed's third
1:02.1	and final rate cut of 2025. The committee cutting its benchmark lending rate by a quarter of a percent
1:07.1	in a nine to three vote while also reiterating its forecast to just one rate cut next year.
1:12.5	Stocks finishing near their best levels of the session.
1:15.3	The S&P ending just shy of a record closed.
1:17.2	The Dow gaining nearly 500 points.
1:19.1	Nazak adding a third of a percent to the small cap Russell 2000 said an all-time record
	...

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