Stock Movers Jabil Falls, Tesla Sinks, Costco Reports Earnings
Sep 25, 2025
The hosts dive into Jabil's recent earnings report, highlighting concerning margin pressures in its AI segment. Tesla faces a rough patch as European sales plummet by 22%, diminishing its market influence amidst rising EV competition. In contrast, Costco surprises with a strong quarterly profit, indicating robust consumer spending and resilience in a tricky economy. The discussions provide a lively snapshot of how these major players are navigating the current market landscape.
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TikTok Deal Talk Boosts Oracle And Dell
- Oracle and Dell saw after-hours support after reports about a potential U.S. version of TikTok valued at $14 billion and investor rumors.
- Market reaction remains tentative as details and the investment consortium are still unclear.
Jabil Margin Pressure Signals AI Segment Risk
- Jabil's headline numbers looked strong but analysts flagged margin pressure in its AI-exposed Intelligent Infrastructure segment.
- Vital Knowledge called the margin miss and weaker 2026 guidance a net negative for the stock.
Tesla Loses Ground In European EV Market
- Tesla saw a 22% drop in European sales in August while overall EV sales in Europe rose that month.
- That divergence pushed Tesla to be the worst performer among the Bloomberg Magnificent Seven names that day.