Stock Movers Oracle Drops, Centene Rises, UPS Falls After Stock Downgrade
6 snips
Sep 11, 2025 Oracle's stock took a dive after a historic surge, impacting Larry Ellison's fortune. Meanwhile, Centene soared due to optimistic Medicare ratings and anticipated cost improvements in Medicaid. On the flip side, UPS faced a downgrade by Bank of America, citing the end of a key regulatory exemption that sent shares tumbling. The contrasting fortunes of these companies highlight the ever-shifting landscape of the stock market.
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A Host's Pokemon Walk
- Christine mentions personal experience Pokemon hunting with the Pokemon Go app as a light aside.
- She used it as a fun way to get a walk, illustrating a casual host exchange before market coverage.
Ellison's Windfall Day
- Christine recalls Oracle's record surge that added $89 billion to Larry Ellison's coffers in one day.
- That one-day move briefly put Ellison above Elon Musk as the world's richest person.
Oracle's AI Training Edge
- Oracle's recent rally centered on capturing AI training workloads rather than just cloud provisioning.
- Bloomberg Intelligence highlights a $455 billion backlog that positions Oracle uniquely for LLM training with enterprise data.