Stock Movers Lennar Forecast Misses, CoreWeave Hits Buy Rating, Intuits Gains
Sep 19, 2025
Lennar's forecast disappointed as home orders fell short of expectations, reflecting buyer concerns over affordability. CoreWeave earned a buy rating from Loop Capital, sparking interest in its cloud services amid rising AI demands. Meanwhile, Intuit saw its stock rise after presenting ambitious growth plans during its analyst day. The conversation dives deep into these market movers, revealing the impacts of current trends on the industry.
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Homebuyer Demand Is Cooling
- Lennar missed 3Q earnings and guided 4Q new orders below analyst expectations, highlighting cooling buyer demand.
- Bailey links the weakness to affordability and job-market uncertainty that keep would-be buyers sidelined.
Rate Cuts Could Matter, But Timing Is Unclear
- The path for home demand may hinge on Fed rate cuts, but timing and drivers remain uncertain.
- Nora and Bailey emphasize market choppiness despite the S&P 500 homebuilders showing year-to-date gains.
CoreWeave Up Big But Divisive
- CoreWeave has soared since March and benefits from close Nvidia partnership and AI demand.
- Analysts remain divided with mixed ratings, making the stock volatile despite large year-to-date gains.