Stock Movers Oracle Rises, Wayfair Falls, Boeing Soar on FAA Easing Regulations
Sep 26, 2025
Oracle's shares surged following the Trump administration's lower-than-expected $14 billion TikTok valuation, disappointing some investors. Meanwhile, Wayfair's stock took a hit due to new tariffs targeting furniture items, impacting the retail sector. In contrast, Boeing's shares soared as the FAA announced plans to ease oversight, allowing the company more flexibility for safety checks on its 737 MAX before deliveries. The podcast dives into these market movements and their implications for investors.
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Lower TikTok Valuation Hits Oracle Sentiment
- The Trump administration's $14 billion TikTok valuation disappointed investors and reduced the deal's upside for Oracle and partners.
- Oracle's stock still climbed ~74% YTD after strong earnings and TikTok involvement despite the lower valuation.
Tariffs Pressure Furniture Stocks
- New 50% tariffs on imported kitchen cabinets, vanities and other home goods pushed furniture retailers' shares lower.
- RH and Wayfair fell as investors reacted to trade-policy risk and potential cost increases from tariffs.
FAA Eases Rules, Boosting Boeing Stock
- The FAA will let Boeing perform more routine inspections on the 737 MAX and allow higher output, easing delivery constraints.
- Boeing's stock jumped about 4.1% as investors welcomed delegated inspections and a target of 42 planes/month.