# The Latest AI Investments From Tech Giants… And A Bull Case Still In Place

An episode of [CNBC's "Fast Money"](https://invisiblenetwork.ai/podcast/215529509), 2 Feb 2026, 43 min.

Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/b7b89f33-e5b5-46a6-9e42-7f843e9567e5/episodes/865b880e-341f-47db-ba8e-5470514a21c1/audio/128/default.mp3?aid=rss_feed&awCollectionId=b7b89f33-e5b5-46a6-9e42-7f843e9567e5&awEpisodeId=865b880e-341f-47db-ba8e-5470514a21c1&feed=szW8tJ16

Oracle planning to raise up to $50 billion for its AI infrastructure build, as Nvidia’s deal with OpenAI seems to still be on the table. Why the move could be the semi giant’s largest investment ever, and how the AI financing headlines will impact the artificial intelligence race. Plus Gold, Silver, and Bitcoin volatility rattling Wall Street, but Evercore’s Julian Emanuel isn’t letting the swings sour his bull case. Why he still sees the S&P climbing despite the commodity and crypto crunch. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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