Fresh AI Jitters Shake the Market 12/12/25

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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