Squawk on the Street Oracle’s CEO Shuffle, Big Gains for Weight Loss Stocks, Live: T-Mobile Incoming & Outgoing CEOs 9/22/25
4 snips
Sep 22, 2025 
Mike Sievert, the outgoing CEO of T-Mobile, shares insights on his transition to the role of executive vice chair and discusses the company’s strategic outlook. He highlights priorities like enhancing network performance, improving digital skills, and futuristic partnerships with companies like Starlink. The conversation also touches on Oracle’s leadership shuffle, including new CEO appointments, emphasizing a focus on cloud and AI initiatives. Plus, there's buzz around Pfizer's acquisition of the weight loss biotech Metsera.
AI Snips
Chapters
Transcript
Episode notes
Oracle Doubles Down On Cloud And AI
- Oracle named Clay Magouyrk and Mike Sicilia to lead cloud infrastructure and AI-driven software respectively, with Safra Catz moving to executive vice chair.
- Jim Cramer and hosts view this as a strategic pivot to accelerate Oracle's data-center and AI growth trajectory.
Time Transitions During Strength
- Mike Sievert advised timing leadership change when the successor is ready and the company is strong, not as a reaction to decline.
- He recommends handing off during peak momentum to preserve strategic continuity.
Digital + Network To Drive Switching
- Srini Gopalan plans to "unleash the Un-carrier" by combining best network, digital skills, and customer experience to drive switching.
- He emphasizes using digital tools and AI to simplify switching and lock in customers.