

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.
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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%.
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.
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.