Oracle Soars, Hershey Feeling Sweet, Warner Bros Discovery surges
Sep 16, 2025
Oracle is making moves with a potential TikTok cloud deal, expected to finalize soon. Meanwhile, Hershey has been upgraded to a 'Buy' by Goldman Sachs, promising exciting growth due to strong market trends. On the flip side, Warner Bros Discovery has seen its stock downgraded, raising concerns for investors. The episode also discusses broader investment opportunities and the importance of staying updated on market shifts. Tune in for insights that could affect your portfolio!
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insights INSIGHT
Oracle To Focus On Cloud Role For TikTok
Oracle is likely to provide cloud services for TikTok and ensure data doesn't flow back to China under a potential US-China agreement.
Analysts see low chance of an equity investment from Oracle, focusing instead on cloud infrastructure expansion.
insights INSIGHT
Diplomatic Push Centered On Data Flow
Treasury Secretary Scott Bessent expects President Trump and Xi to agree on a TikTok deal during their upcoming phone call.
The core issue remains how much TikTok data is collected from U.S. citizens and where that data flows.
volunteer_activism ADVICE
Reassess Hershey After Goldman Upgrade
Consider Hershey as a buy following Goldman's double upgrade and a raised $222 price target.
Improved market-share trends and pricing power support expectations for stronger FY26 growth.
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On this episode of Stock Movers: - Oracle said it will keep TikTok cloud deal under a new agreement that could close within the next 30 to 45 days. Treasury Secretary Scott Bessent said earlier on CNBC that he anticipates that President Trump and Chinese President Xi will agree on a final TikTok deal during their phone call on Friday. Bloomberg Intelligence: Oracle will likely restrict its role to providing cloud services and ensuring that no TikTok data flows back to China under any potential US-China agreement tied to a deal. We see a low likelihood of an equity investment in this potential involvement, given Oracle's substantial capital commitments to expand its cloud services to meet high AI cloud infrastructure demand. Oracle's potential participation in a deal was first reported by CBS.
Hershey (HSY) has double upgraded to Buy at Goldman Sachs. It's now rated a buy, and price target at $222, implies a 20% increase from Monday’s close. Goldman: Market-share trends are improving, and there are incremental tailwinds ahead; has historically had strong pricing power linked to its iconic portfolio, and recent announcements on pricing are expected to drive outsized growth in FY26; Cost pressures from tariffs and price of cocoa are well understood and now reflected in expectations, which leaves a more compelling risk profile
Warner Bros Discovery (-6%) TD Cowen downgraded the stock to hold from buy. Analyst says the stock has surged “well beyond our $14 price target following last week’s unsubstantiated report that Paramount Skydance may be considering a bid for the company”. Senator Elizabeth Warren weighs in on X, saying any proposed deal should be blocked -- "This deal would be a dangerous concentration of power over our media and news."
Stock Movers