Stock Movers Weekly Roundup: Oracle Disappoints, Warner Bros Higher, Carvana Rises Ahead of S&P Entry
Dec 12, 2025
Jordan Fitzgerald, a Bloomberg News equities reporter specializing in market analysis, discusses the week's biggest stock shifts. Oracle saw a significant drop of 12.7% following disappointing earnings and delays in their data centers for OpenAI until 2028. Meanwhile, Warner Bros Discovery's stock jumped 15% amid takeover bids from Paramount and Netflix. Lastly, Carvana's stock surged almost 14% ahead of its entry into the S&P 500 Index, showcasing its remarkable rally despite recent volatility.
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Oracle Faces Execution Concerns
- Oracle's earnings and spending pace worried investors and drove a sharp weekly drop in the stock.
- Bloomberg reported OpenAI data-center completions may slip from 2027 to 2028, adding execution doubts.
Ellison's Stake Amplifies Oracle Risk
- Larry Ellison owns over 40% of Oracle and much of his net worth is tied to the stock, intensifying market focus on his position.
- Analyst price targets fell after earnings, signaling growing Wall Street skepticism.
Warner Bros Caught In Takeover Battle
- Warner Bros Discovery jumped about 15% this week and closed at a record high amid competing takeover interest.
- Both Paramount (hostile offer) and Netflix have bids, creating a contested process for shareholders to decide.