Stock Movers

Disney Brings Back Kimmel, Oracle Soars, Lennar Falls

Sep 22, 2025
Disney is bringing back Jimmy Kimmel Live! after a suspension, yet their stock dipped. Oracle is on a stock surge thanks to booming cloud business and leadership changes, with shares skyrocketing nearly 100% this year. In contrast, Lennar's stock took a hit after an analyst downgraded their outlook. The hosts dive into the implications of these market moves, making for an engaging discussion on today’s financial landscape.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
ANECDOTE

Kimmel's Return And Disney Reaction

  • Disney announced Jimmy Kimmel Live! will return to air on Tuesday after a suspension over controversial remarks.
  • The show's reinstatement partially pared earlier share losses but Disney still ended the day down about 1%.
ANECDOTE

Executive Shuffle Reflects Cloud Focus

  • Oracle executives Clay Magouyrk and Mike Sicilia were promoted and are moving into co-CEO roles as the company leans into cloud.
  • The executive shuffle accompanies investor optimism and a near-doubling of Oracle's stock this year.
INSIGHT

Oracle Rally Tied To Cloud And TikTok Role

  • Oracle shares hit an intraday record and closed up about 6.3% as market enthusiasm grew around its role with TikTok and cloud growth.
  • Leadership changes to co-CEOs signal Oracle's strategic emphasis on its rapidly expanding cloud business.
Get the Snipd Podcast app to discover more snips from this episode
Get the app