Stock Movers Cipher Google Stake; Intel-Apple Report; Oracle Falls
Sep 25, 2025
Cipher Mining's stock surges after Google takes a stake in a major AI hosting deal, allowing for significant market traction. Intel seeks a lifeline from Apple as it navigates financial recovery, while rumors of investment discussions stir hope for the struggling chipmaker. Meanwhile, Oracle faces skepticism as it receives a sell rating amid concerns about its cloud revenue forecast. The podcast wraps up with a brief mention of Hertz's strategic move to ease near-term debt pressures.
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Intel Seeks Apple Tie-Up
- Bloomberg reports Intel has approached Apple about an investment, which the market sees as a positive validation of Intel's turnaround efforts.
- Investors remain skeptical Apple would resume using Intel chips, but talks alone boost market sentiment.
Google Backs Cipher Via FluidStack Deal
- Cipher Mining's stock jumped after Google agreed to backstop FluidStack's obligations and take a roughly 5% stake tied to an AI hosting deal.
- The announcement lifted Cipher while Google traded slightly lower, showing market nuance in partnership reactions.
Oracle's Debt And Skepticism Rise
- Oracle shares slid after borrowing $18 billion in the investment-grade bond market and after Redburn initiated coverage with a sell rating.
- Analysts warn the market may be overestimating Oracle's cloud revenue value, increasing investor skepticism.