Low P/E Picks, Mixed Media & Tesla's ‘Monster Year’ Ahead 12/15/25

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  You're listening to The Exchange.

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  Here's today's show.

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  Welcome to The Exchange.

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  I'm Kelly Evans.

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  And it's another down day for the AI stocks as we enter the last full trading week of the year,

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  believe it or not.

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  We're going to talk to Dan Ives about this, maybe get his contrarian case,

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  as the S&P and Dow are also pulling back from earlier gains.

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  The bright spot is consumer discretionary, the XLY ETF hitting a new high today,

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  with Tesla leading the gains and flirting with an all-time high.

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  That's what I was mentioning earlier on.

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  Again, we'll get the details about what's in store for Tesla in 2026.

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  But we should also mention crypto remains under pressure as Bitcoin hits its lowest level

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  since December and is December 2nd.

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  Obviously, we're still in the month.

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  It's down 18% in six months and it's just around 85,000 in change.

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  But let's begin with the AI trade continuing to falter.

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  Oracle and Broadcom weighing on the indexes again after causing consternation last week.

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  Broadcom down another 5% Oracle too.

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  My next guest welcomes the broader rotation that seems to be underway here,

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