Fresh AI Jitters Shake the Market 12/12/25

Fresh AI Jitters Shake the Market 12/12/25

  • Af
  • Episode
      1351
  • Published
      12. dec. 2025
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Episode
1351 of 1352
Længde
45M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

Scott Wapner and the Investment Committee debate the headline that Oracle is delaying data centers to 2028 from 2027 and what it means to the AI trade and the market. CNBC's Seema Mody joins us with the latest out of Oracle. Plus, the Committee shares there many portfolio moves. And later, we hit the latest Calls of the Day.

Investment Committee Disclosures

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