About this episode

The episode discusses recent market momentum and features an interview with Oracle's CEO about AI and data centers.

Leslie Picker and the Investment Committee discuss the market momentum of the last two months and whether stocks can continue their trajectory higher. Plus CNBC's David Fabers is joined by Clay Magouyrk, CEO of Oracle, to discuss everything from Data center buildouts, the future of AI and what it means for Americans and the market. And later, the Committee debates what to do with some of their stocks that are on the move today. Investment Committee Disclosures

People in this episode

Host: Leslie Picker

Guests: David Fabers, Clay Magouyrk

Topics covered

• market momentum
• stock trajectory
• AI future
• data center buildouts
• investment strategies

Keywords

• market momentum
• stocks
• AI
• Oracle
• investment committee

Mentioned in this episode

Organizations: Oracle

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