Stock Movers GE Vernova Soars, Oracle Drops, Cracker Barrel Drops on Sales Forecast
Dec 10, 2025
GE Vernova is making waves with a 90% share increase after doubling dividends and boosting buybacks, driven by surging demand from data centers and AI. Meanwhile, Oracle faces turbulence as shares plummet ahead of a shaky earnings report and concerns about cash flow. In a surprising turn, Cracker Barrel's sales forecast dims following a backlash from a controversial logo change, reflecting ongoing challenges for the beloved chain. Tune in for insights on these market movers!
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AI-Driven Power Demand Fuels GE Vernova Surge
- GE Vernova's upgrade on buybacks, dividend and guidance reflects strong demand for electric generation driven by data centers and electrification.
- Tatiana Daria highlights AI as the real driver boosting utilities and GE Vernova's role with high/medium voltage tech.
Check Cash Flow And Options Risk Ahead Of Oracle
- Watch Oracle's earnings for cash-flow details because analysts expect negative cash flow for years.
- Use options-implied move (~10%) to size risk around the report and trade cautiously.
Oracle Faces Cash-Flow And Credit Pressure
- Oracle sits at the center of the AI theme but faces credit stress as it funds AI-related capex and build-out.