Stock Movers Lennar Falls, Frontier Group Rises, Oracle Drops After Saying Blue Owl Not in Michigan Deal
Dec 17, 2025
Nora Melinda, a Bloomberg television correspondent, provides keen insights into the stock market's fluctuating trends. She discusses Lennar's disappointing quarterly home orders, impacted by affordability issues and a shaky job market. In contrast, Frontier Group is experiencing a stock surge as it explores a deal with bankrupt Spirit Airlines, potentially positioning itself as a strong low-cost competitor. Meanwhile, Oracle faces a setback as its expected data center deal in Michigan won't include Blue Owl Capital, leading to a decline in their shares.
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Housing Demand Weakness Hits Lennar
- Lennar's quarterly home orders and margins missed expectations amid affordability pressures and job insecurity.
- Nora Melinda says incentives and resale competition are weighing on Lennar's gross margins and deliveries.
Frontier-Spirit Talks Could Save Spirit
- Frontier and bankrupt Spirit are in revived merger talks that could rescue Spirit from insolvency.
- Analysts see the tie-up as a survival move that could create a low-cost challenger to bigger network carriers.
Oracle Stock Drops Over Blue Owl Exclusion
- Oracle shares fell after reports that Blue Owl Capital will not back a $10 billion Michigan data center deal.
- Oracle said negotiations remain on schedule despite Blue Owl's exclusion, pressuring the stock.