
CNBC's "Fast Money" The Great Rotation Takes the Wind Out of Big Tech’s Sails, Plus Digging in on This Year’s Hot Options Trades 12/11/23
Dec 11, 2023
Tech stocks pull back as market rotates into defensive areas. Analysis of market conditions, potential impact, and 2024 outlook. Oracle's share performance, potential buyout bid for Macy's, and growth of cloud infrastructure. Analyzing a company's quarterly results and conservative guide. Macy's potential buyout and future of retail deals. Exploring commercial real estate, rise of zero DTE options, and concerns for individual investors. Pickleball contest, final trades, and Oracle Cloud Infrastructure.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 2min
Podcast chapter: Market Conditions and Potential Impact
01:58 • 13min
2024 Market Outlook and Potential Recession
15:05 • 7min
Oracle's Share Performance, Macy's Buyout Bid, and Oracle's Cloud Infrastructure Growth
22:26 • 4min
Analysis of a Company's Quarterly Results and Cloud Revenue
26:26 • 2min
Analyzing a Company's Conservative Guide and Discussing Potential Department Store Deal
28:04 • 2min
Macy's Potential Buyout and the Future of Retail Deals
29:51 • 2min
Exploring Commercial Real Estate, Options Activity, and Market Updates
31:38 • 2min
The Rise of Zero DTE Options and Concerns for Individual Investors
33:50 • 12min
Pickleball Contest, Final Trades, and Oracle Cloud Infrastructure
45:28 • 3min
