Stock Movers Oracle Falls After Earnings, GE Vernova Soars, Uber Declines on Analyst Concerns
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Dec 10, 2025 In this discussion, Natalia Kunijevich, a Bloomberg News equities reporter, dives into the latest market shifts. She reveals Oracle's disappointing cloud revenue tied to heavy AI spending, raising investor concerns. Meanwhile, GE Vernova celebrates a record 15.6% increase in stock value, fueled by rising dividends and strong demand in the AI sector. Lastly, Natalia highlights worries for Uber as analysts predict that Tesla and Waymo's autonomous vehicle advancements could threaten rideshare profitability by 2026.
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Oracle Faces Cloud Growth Skepticism
- Oracle's cloud revenue growth missed expectations despite large AI data-center spending.
- Investors worry buildout costs may not convert to cloud sales quickly enough.
Big AI Spend Doesn't Guarantee Market Share
- Oracle's AI data-center build supports clients like OpenAI but faces stiff competition from Alphabet.
- Market doubts persist because heavy spend may not yield cloud revenue dominance.
GE Vernova Booms With AI Infrastructure Demand
- GE Vernova surged after doubling its dividend and boosting buybacks and forecasts.
- The company benefits from rising electricity demand tied to data centers, AI and electrification.