Stock Movers24 Marras 2025

Oracle Slips, Alphabet Leads Tech Rally, Centene Jumps

On this episode of Stock Movers:
Oracle (ORCL)

Oracle credit-default swaps -- cost of protecting Oracle's debt against default rose to the highest in more than three years
Oracle's AI spending spree is raising questions over how exactly the company is going to fund its deals, especially since it has a weaker credit rating than Microsoft or Alphabet -- it's quickly emerging as the credit market’s barometer for AI risk
Stock slumped 11% last week, six-week stretch of declines -- losses also caused a $130 billion hit to Larry Ellison's net worth after the rally in September briefly made him the world's riches person

Alphabet (GOOGL)

Leads the rally on Monday given continued optimism over the latest version of its Gemini AI model
Last week: The Information reported that OpenAI CEO Sam Altman recently told colleagues that Alphabet’s progress in AI could “create some temporary economic headwinds for our company”
Bloomberg Intelligence: excess returns year-to-date are the weakest among investment grade tech peers excluding Oracle; consequence of its considerable defensive credit characteristics and tight spreads vs. fundamentals

Centene (CNC)

Climbing with other health insurers after Politico reported the White House is expected to propose a two-year extension of Obamacare subsidies with new limits on eligibility
MS NOW also reported that President Donald Trump is expected to announce a general framework to address health care costs and spikes in ACA insurance premiums
Centene offers health insurance plans under the Affordable Care Act (ACA) marketplace

See omnystudio.com/listener for privacy information.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(2275)

Cisco Rises, Doximity Slumps, and Nvidia Gains Ahead of Earnings

On this episode of Stock Movers:- Cisco (CSCO) shares jump. The company delivered a better-than-anticipated sales forecast and announced plans to cut thousands of jobs to focus on the fast-growing AI ...

14 Touko 3min

Cisco Jumps, Legence Drops, Bullish Falls on First Quarter Net Loss

14 Touko 3min

StubHub Beat; Viking Holdings and Watches of Switzerland Rally

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- StubHub (STUB) shares are rising after the ticketing company reported better-than-expected first quarter result...

14 Touko 4min

Nvidia and Cisco Climb; Wolfspeed Jumps

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Nvidia (NVDA) shares are continuing to climb as the U.S. government has authorized the sale of Nvidia Corp.'s H...

14 Touko 4min

Burberry Drops, 3i Plunges, Watches of Switzerland Surges

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Burberry shares fell 4.3% after the UK maker of trenchcoats and scarves posted earnings that JPMorgan analysts ...

14 Touko 4min

Burberry Drops, 3i Plunges, Telefonica Gains

14 Touko 4min

Birkenstock Slips, Cisco Rallies on Earnings, Wix Slumps

On this episode of Stock Movers:- Birkenstock (BIRK) shares closed down on the day after the footwear maker reported revenue and operating profit for the second quarter that missed consensus estimates...

13 Touko 5min

Closing Bell: Ford Soars, Nvidia Rallies, Cisco Rises on Results

Today's biggest winners and losers in the stock market.On this episode of Stock Movers: Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomb...

13 Touko 8min