Stock Movers Homebuilders Fall, AppLovin Lower, Oracle Sinks on Thin Margins
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Oct 7, 2025 Homebuilders like DR Horton and Toll Brothers face downgrades as buyer sentiment sours, leading to a drop in shares. AppLovin's stock takes a hit amid an SEC investigation into its data practices, raising concerns about its business model. Meanwhile, Oracle struggles with disappointing profit margins in its cloud computing sector, revealing a stark contrast between revenue and profits. The hosts break down these market movements and their implications for investors.
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Homebuyer Sentiment Is Dragging Builders
- Evercore downgraded major homebuilders citing weak buyer sentiment and high rates, pushing the S15 Home index down ~4.4%.
- Nora Melinda says demand is strained, creating inventory pressure despite no major supply shortage.
Local Street Shows Lingering Inventory
- Tim Stenovec described multiple homes for sale on his street as a small, local example of rising inventory.
- The hosts use his neighborhood to illustrate that existing homes are sitting longer and prices may need adjusting.
AppLovin Drop From SEC Probe Then Bounce
- AppLovin shares plunged after a Bloomberg report that the SEC is probing its data-collection practices, then rebounded on analyst interest.
- Nora Melinda notes Citi viewed the dip as a buying opportunity amid the stock's strong YTD gains.