CNBC's "Fast Money" Can Oracle Get Shares Back in Rally Mode, and a Trade School on the Netflix/Warner Brothers Deal 12/5/25
5 snips
Dec 5, 2025 
Tim Seymour, a seasoned investor known for his insights on macro and tech trends, joins experienced trader Karen Feinerman and Eamon Javers, an expert in legal tech issues. The trio dives into Oracle's staggering 40% drop since its last earnings report and speculates on upcoming results. They also explore the implications of Netflix's massive bid for Warner Bros. Discovery and discuss its market dynamics. Javers sheds light on the government's antitrust case against Alphabet, emphasizing its impact on the tech landscape.
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Oracle Is An AI Risk Barometer
- Oracle's stock pullback reflects worries about how aggressively it will finance AI infrastructure with debt and CapEx.
- Tim Seymour says the earnings call must clarify CapEx plans and debt appetite to reset the AI risk barometer.
CDS Moves Signal Financing, Not Insolvency
- Market concern centers on Oracle's rising CDS spreads as a proxy for financing risk rather than default expectation.
- Courtney Garcia and others note backlog/demand exists but servicing debt from heavy CapEx is the key worry.
Use Options To Play Oracle Volatility
- Use options to express directional views around Oracle's volatile post-earnings moves.
- Mike Coe notes heavy call activity, especially December weekly 250 calls, reflecting traders seeking leveraged upside.