'Fast Money' traders discuss Oracle sinking and its impact on the broader market

So, let's make sense of the story and talk about what it may or may not mean. Joining us on set, our friend Simma Modi. Brian, thank you.It's great to be back. And a big story today. We saw Oracle move as much as 5% on this report from the information that alleges that Oracle's cloud margins, which is tied to the buildout of AI infrastructure, will be lower than what Wall Street is currently predicting.And that's due to uh the cost of buying Nvidia chips, the capital intensive nature of building out data ce ...