Stock Movers Lockheed Martin Rises, Oracle Gains, Visa Drops on Stablecoin Report
Jun 13, 2025
Lockheed Martin's stock surges as F-35 operating costs stabilize after a cut in orders. Oracle is on the rise too, thanks to a positive outlook from analysts on its software growth. Conversely, Visa sees a drop in shares as major retailers consider stablecoins to bypass traditional transaction fees. The podcast humorously discusses the shift from cash to digital payments, highlighting the evolution of financial technology while reminiscing about old-school cash transactions.
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Lockheed Martin Stock Resilience
- Lockheed Martin shares rose due to stable operating costs of F-35s and defense spending boost from Middle East tensions.
- The Department of Defense halving F-35 orders initially pressured stock but was mitigated by cost stabilization report.
Oracle's Cloud Growth Boost
- Oracle shares gained strongly as BMO raised its rating to outperform, citing confidence in cloud infrastructure growth.
- Oracle projects a 70% increase in cloud infrastructure sales this fiscal year, hitting record highs.
Stablecoins Threaten Visa Fees
- Visa shares fell on reports that major merchants like Walmart and Amazon explore stablecoins to bypass card fees.
- Analysts warn this could pressure card fee economics long-term, despite uphill adoption challenges.