Squawk on the Street Oracle Skyrockets, "Squawk Box" Trip Down Memory Lane, Robinhood CEO "First on CNBC" 9/10/25
25 snips
Sep 10, 2025 
Vlad Tenev, CEO of Robinhood, leads efforts to democratize finance with his commission-free trading platform. During the discussion, he highlights how the recent surge in Oracle's stock reflects shifting dynamics in tech investment and the rise of AI. Tenev also shares insights on Robinhood's innovations, including a new social network for traders and products aimed at Gen Z. The conversation touches on emotional market moments and the significance of encouraging broader stock ownership in empowering younger generations.
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Oracle’s Cloud Forecast Rewrites Expectations
- Oracle reported booked cloud revenue that its management expects to exceed $500 billion, driving a massive pre-market rally.
- The market reassessed AI infrastructure winners, producing one of the largest single-day market cap gains for a large-cap company.
AI Winners Don’t Always Move Together
- Hosts argued the Oracle move should lift other AI-related names, but many lagged despite the sector linkage.
- They noted investor fear and positioning can keep related winners from immediate catch-up rallies.
A Vintage Moment In Markets
- Jim Cramer compared today's market excitement to past market-making events and called it a career-defining moment.
- He said the scale of money being made felt like a rare renaissance in stocks.
