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Prof G Markets

Why Oracle is Crashing Right Now

Prof G Markets

Prof G Media & Vox Media

Investing, Entrepreneurship, Business

4.31.4K Ratings

🗓️ 16 December 2025

⏱️ 31 minutes

🧾️ Download transcript

Summary

Ed Elson unpacks why Oracle shares are tumbling and what that means for OpenAI with Gil Luria, Head of Technology Research at DA Davidson. Then Helen Toner, Executive Director at Georgetown’s Center for Security and Emerging Technology, joins to discuss Trump’s new AI executive order. Finally, Ed checks back in with AI data center company, Fermi, and sees how the company is doing since its IPO.  Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Support for the show comes from public.com.

0:03.0

You've got your core holdings, some high conviction picks, maybe even a few strategic options at play.

0:08.1

So why not switch in the investment platform built for those who take it seriously?

0:12.2

Go to public.com slash profg and earn an uncapped 1% bonus when you transfer your portfolio.

0:18.0

That's public.com slash prop G paid for by public investing. All

0:21.5

investing involves the risk of loss, including loss of principle, brokered services for

0:25.8

U.S. listed registered securities. Options and bonds in a self-directed account are offered by

0:30.0

public investing, Inc. member FINRA and SIPC. Complete disclosures available at public.com slash

0:36.4

disclosures. Support public.com slash disclosures.

0:42.2

Support for the show comes from Snapdragon.

0:45.9

Take charge of your day with a PC that can keep up with you.

0:49.0

With PCs powered by Snapdragon X Elite processors,

0:55.4

you get up to 22 hours of battery life so you can be productive on your terms. Whether that's during coffee shop marathons, airport layovers, or wherever life takes you. It's the performance you

1:01.4

deserve for your busy life. Break free from power outlets with a PC powered by Snapdragon

1:07.5

X Elite. Learn more at snapdragon.com slash laptops.

1:12.5

Battery life varies significantly based on device, settings, usage, and other factors.

1:21.6

2025 was a wild year for the tech industry.

1:27.2

AI seemed like it took over everyone's brains.

1:29.9

It was the only thing anyone wanted to talk about.

1:31.9

Invidia became the most valuable company in the world.

1:34.9

We had some huge new video games.

1:37.3

The Switch 2 launched a lot of people got it.

...

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