Squawk on the Street Stocks Advance Their Record Run, Oracle Surges, Trump and a Potential TikTok Sale 6/30/25
Jun 30, 2025
The podcast dives into the record highs of the S&P 500 and Nasdaq, fueled by trade optimism. A noteworthy surge in Oracle's shares follows their announcement of major cloud deals. Attention turns to President Trump's interest in TikTok, as he claims wealthy buyers are ready to jump in, pending approval from China. The discussion highlights the competitive tech landscape, addressing concerns over Apple and the impact of monetary policy. Humor and personal anecdotes pepper insights into the unpredictable nature of careers and the tech sector's evolving challenges.
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Episode notes
Diversified Market Rally Beyond Fed
- The market rally is diversified and not solely tech-led, benefiting financials and industrials.
- Obsession over Federal Reserve moves caused investors to miss substantial gains.
Buy Strong Performing Stocks
- Focus on buying companies performing well instead of speculating on Fed actions.
- Invest in stocks like Oracle, which show strong business fundamentals and growth potential.
Oracle's Cloud Growth Surge
- Oracle's multi-cloud database revenue is growing over 100%, with a $30 billion+ cloud services deal in fiscal 28.
- This reflects the continuing strength and secular growth trend in data center and cloud services.
