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CNBC's "Fast Money"

Oracle Drops Back Down To Earth… And State Of the Consumer Ahead Of Holidays 11/12/25

12 Nov 2025

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Shares of Oracle lower again today, as the post-earnings pop continues to fade for the semi giant. The impact it’s having on the rest of the megacap tech names, and where our traders see the AI trade heading next. Plus Lacing up ahead of the holidays, as On Holdings surges after reporting results. The momentum they’re seeing, and what one former retail exec sees in store for the industry heading into year end.Fast Money Disclaimer  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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