CNBC's "Fast Money" cover image

Fast Money 9/23/25

CNBC's "Fast Money"

00:00

Who Benefits Economically from AI Buildouts?

Is Oracle's capex justified? Panel compares hyperscalers' low cost of capital to marginal players' expensive financing and value destruction risks.

Play episode from 05:32
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app