

Synopsys Drops, Chewy Slides, Oracle Gains on Bullish Outlook
Sep 10, 2025
Shares of Synopsys fall sharply due to a weak revenue forecast and U.S. export restrictions impacting China. In contrast, Chewy experiences a decline after disappointing quarterly results, despite a recent uptick. Meanwhile, Oracle's stock soars as it projects a robust future for its cloud business, forecasting substantial revenue growth. The contrasting performances of these companies highlight the unpredictable nature of the stock market.
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Export Rules Hitting Synopsys Revenue
- Synopsys warned that U.S. export restrictions are slowing demand in China, its largest semiconductor market.
- The market punished the company sharply, producing one of its worst trading days as investors priced in a meaningful China slowdown.
Chewy's Outlook Disappoints Investors
- Chewy missed elevated expectations and gave a cautious outlook, triggering a sharp stock drop.
- Analysts flagged maintained EBITDA guidance and questioned whether conservatism or ad-growth changes explain the tone.
Oracle's Cloud Outlook Sparks Historic Rally
- Oracle gave an aggressive cloud outlook that ignited a historic intraday rally and vaulted it into a market darling.
- Management projected multi-year cloud infrastructure revenue ramps, fueling investor enthusiasm and major share gains.