This episode of Fast Money covers several key market stories, beginning with Oracle's impressive growth in its multi-cloud business and the broader implications for AI spending. The panel discusses the significance of Oracle's backlog and potential bottlenecks to future growth, followed by a discussion of Alphabet's surge driven by bullish AI comments. The conversation shifts to macroeconomic concerns, including Jamie Dimon's warnings about a weakening economy and new calls for tariffs on India and China. Later, the panel analyzes UnitedHealth's positive outlook and the regional banking sector, before concluding with a discussion of Apple's latest product launch and its perceived lack of innovation.
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