Can Oracle’s cloud AI margins justify its rally?

Stocks pulling back as the 10-year yield breaks below 4%. The sectors getting hit the hardest, and how the traders are handling the market volatility. Plus China’s rising chip demand. What a top tech analyst sees from the mainland, and the names he says will benefit from the overseas AI demand.

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.