September 12, 2025 • 6 mins
On this episode of Stock Movers:
- Oracle (ORCL) shares gained the most since 1992 after the company gave an aggressive outlook for its cloud business, cementing the software maker’s place in the race to support demand for artificial intelligence computing.
- Klarna (KLAR) and some of its shareholders raised $1.37 billion in an initial public offering priced above a marketed range, kicking off what is likely to be one of the best weeks of the year for US listings.
- Synopsys (SNPS) shares suffered their worst single-day decline on record after the chip-design software maker warned that US export restrictions are contributing to a slowdown in China, the largest market for semiconductors.
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Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:02):
Bloomberg Audio Studios, Podcasts, Radio News.
Speaker 2 (00:08):
The Stock Movers report your roundup of companies making moves
in the stock market, harnessing the power of Bloomberg Data.
Speaker 1 (00:16):
I'm Jim Stadeveeck along with Carol Master. Let's take a
look at some stocks on the move this week. We
are joined by Bloomberg News Equities reporter Alexandra Semenova. Hey,
we saw you in California.
Speaker 3 (00:29):
Yeah, it was great to be on the beach with
you guys. Wait back here in the studio.
Speaker 4 (00:32):
Great big pictures of you as we walked over that bridge.
It's like there she was, Thank you so much.
Speaker 3 (00:38):
That was a lot of fun.
Speaker 4 (00:39):
It was really cool. It was really cool. It was
a fun thing. And yeah, future Proof was amazing. We
should can we say people should check out our weekend
broadcasting podcasts because we spent the whole show is all
about our future proven.
Speaker 3 (00:51):
You guys did a phenomenal job with all the conversations.
Speaker 4 (00:53):
Back at you. She did a panel like really good stuff.
Speaker 1 (00:56):
The reason I brought up Futureproof is because we were
actually there the day that Oracle reported earnings, and this
was a day that saw shares move significantly when trading
up in the next day.
Speaker 2 (01:08):
Yeah.
Speaker 3 (01:08):
Absolutely. The stock is up twenty five percent for the week.
This is after it gave an aggressive outlook for its
cloud business. By the way, guys, it actually missed on earnings,
but it was all about what it said that was
forward looking, that was really exciting investors. It cemented its
place in the race to support demand for artificial intelligence,
(01:28):
So this enthusiasm over AI no signs of abating. The
company signed deals with major customers including Open AI and
Video and even TikTok Its cloud infrastructure business is expected
to expand seventy seven percent to eighteen billion dollars in
its fiscal year and reached one hundred and forty four
billion dollars in annual revenue by fiscal year ending May
(01:51):
twenty thirty. The stock searched thirty six percent, as you
mentioned him on Wednesday in New York, bringing its market
valuation to nine hundred and thirty three billion dollars. These
are just crazy numbers, especially when you have a company
that didn't actually reach analyst estimates on earnings. But again,
it's all about the future right now. This enthusiasm, this
I guess euphoria that is still very present in the markets.
(02:13):
And by the way, one interesting thing is it temporarily
turned its co founder Larry Ellison into the world's richest
person or a bit surpassing Elon Musk.
Speaker 1 (02:23):
What do you think it felt like.
Speaker 4 (02:24):
I don't know, it's been very cool. Two is kind
of cool?
Speaker 1 (02:28):
Is I know? You can go to rich go on
the Bloomberg terminal and as a Friday afternoon when we're
doing this, we can see Elon Musk is, yes, the
wealthiest person in the world, but a close second is
Larry Ellison with three hundred and forty eight point eight billion.
Although this was just updated Elon's at foury eighteen point
six billion.
Speaker 4 (02:46):
I mean oracle shoos are now up to seventy five
percent year to date.
Speaker 1 (02:49):
I mean Larry Elison's wealth one hundred and fifty seven run.
Speaker 4 (02:52):
Really it is a studying run. I so agree. And
it's a company that's been around for a long time.
That's just kind of interesting to see it jump on
that board.
Speaker 3 (03:00):
Speaking of Larry Ellison, oh yes, another Ellison having a
very exciting week. Paramount the Hollywood Studio taken over in
August by Indiment independent filmmaker David Ellison, son of Larry
Ellison is preparing for a bid for its rival Warner Brothers.
This is according to people with knowledge of the matter.
(03:21):
Paramount is working on an office offer with an investment bank,
but is not having tox yet with Warner Brothers. This
is according to those people who asked not to be identified.
And one of my favorite stories about this deal is
an options trader is up about five million dollars after
taking a bullish position on this deal. He actually hedged
(03:45):
that trade by selling some of his calls on the
company before the news, but he's up five million dollars
right now.
Speaker 1 (03:52):
Wow, I'll talk about pretty pretty time.
Speaker 4 (03:55):
How long has he had this position?
Speaker 2 (03:56):
I don't quite know.
Speaker 3 (03:57):
That story is on the Bloomberg terminal by my colleague Goiter,
but really interesting seeing that he was able to game
this steal. And if you look at the company right now,
it is up twenty five percent for the week. That's
Paramount and Warner Brothers up about fifty six percent for
the week.
Speaker 4 (04:14):
What a run. And we're still like TVD right.
Speaker 3 (04:16):
Yeah, TBD. Unclear if this is actually going to happen,
but apparently, you know, seems like a lot of confidence
that this steal is closing.
Speaker 4 (04:24):
You should to check the Bloomberg over the weekend just
in case there's some new developments. Apple.
Speaker 3 (04:29):
Yeah, sticking with tech. Apple delayed the launch of its
iPhone Air in China, citing regulatory approval and some other issues.
This is a big setback for the company for its
obviously very high profile new product. Pre Orders for the
new models began on Friday, but the website in China
(04:51):
would not let customers in the region order this new
thinner version of the iPhone that everyone has been very
excited about. Previously, Apple had said that the newduct would
be available in China September twelfth to pre order, and
then on September nineteen then a bigger release. This is
just like it is in the US. But now that's
up for question and Apple not doing so well in
(05:12):
the week.
Speaker 1 (05:12):
Okay, we only have to tip for one more twenty seconds.
Where do you want to go?
Speaker 3 (05:16):
Let's go with Klarnet. IPOs are very much back. It
was at the forefront of one of the best weeks
of the year for US listings. You also had companies
like Circle, Figma obviously earlier this year, and then this
week Gemini, the Crypto Exchange, and we have Blackstone Ink
Engineering firm, Legions Corp. And Blackrock Coffee Bar. A lot
(05:37):
of IPOs are to keep up deal making is so back.
Speaker 2 (05:42):
The Stock Movers Report from Bloomberg Radio. Check back with
us throughout the day for the latest roundup of companies
making news on Wall Street and for the latest market
moving headlines. Listen to Bloomberg Radio Live, catch us on YouTube,
Bloomberg dot com, and on Applecarplay and andrew It Auto
with the Bloomberg Business app.
Speaker 1 (06:06):
Mm hmm.
Bloomberg Audio Studios, Podcasts, Radio News.
Speaker 2 (00:08):
The Stock Movers report your roundup of companies making moves
in the stock market, harnessing the power of Bloomberg Data.
Speaker 1 (00:16):
I'm Jim Stadeveeck along with Carol Master. Let's take a
look at some stocks on the move this week. We
are joined by Bloomberg News Equities reporter Alexandra Semenova. Hey,
we saw you in California.
Speaker 3 (00:29):
Yeah, it was great to be on the beach with
you guys. Wait back here in the studio.
Speaker 4 (00:32):
Great big pictures of you as we walked over that bridge.
It's like there she was, Thank you so much.
Speaker 3 (00:38):
That was a lot of fun.
Speaker 4 (00:39):
It was really cool. It was really cool. It was
a fun thing. And yeah, future Proof was amazing. We
should can we say people should check out our weekend
broadcasting podcasts because we spent the whole show is all
about our future proven.
Speaker 3 (00:51):
You guys did a phenomenal job with all the conversations.
Speaker 4 (00:53):
Back at you. She did a panel like really good stuff.
Speaker 1 (00:56):
The reason I brought up Futureproof is because we were
actually there the day that Oracle reported earnings, and this
was a day that saw shares move significantly when trading
up in the next day.
Speaker 2 (01:08):
Yeah.
Speaker 3 (01:08):
Absolutely. The stock is up twenty five percent for the week.
This is after it gave an aggressive outlook for its
cloud business. By the way, guys, it actually missed on earnings,
but it was all about what it said that was
forward looking, that was really exciting investors. It cemented its
place in the race to support demand for artificial intelligence,
(01:28):
So this enthusiasm over AI no signs of abating. The
company signed deals with major customers including Open AI and
Video and even TikTok Its cloud infrastructure business is expected
to expand seventy seven percent to eighteen billion dollars in
its fiscal year and reached one hundred and forty four
billion dollars in annual revenue by fiscal year ending May
(01:51):
twenty thirty. The stock searched thirty six percent, as you
mentioned him on Wednesday in New York, bringing its market
valuation to nine hundred and thirty three billion dollars. These
are just crazy numbers, especially when you have a company
that didn't actually reach analyst estimates on earnings. But again,
it's all about the future right now. This enthusiasm, this
I guess euphoria that is still very present in the markets.
(02:13):
And by the way, one interesting thing is it temporarily
turned its co founder Larry Ellison into the world's richest
person or a bit surpassing Elon Musk.
Speaker 1 (02:23):
What do you think it felt like.
Speaker 4 (02:24):
I don't know, it's been very cool. Two is kind
of cool?
Speaker 1 (02:28):
Is I know? You can go to rich go on
the Bloomberg terminal and as a Friday afternoon when we're
doing this, we can see Elon Musk is, yes, the
wealthiest person in the world, but a close second is
Larry Ellison with three hundred and forty eight point eight billion.
Although this was just updated Elon's at foury eighteen point
six billion.
Speaker 4 (02:46):
I mean oracle shoos are now up to seventy five
percent year to date.
Speaker 1 (02:49):
I mean Larry Elison's wealth one hundred and fifty seven run.
Speaker 4 (02:52):
Really it is a studying run. I so agree. And
it's a company that's been around for a long time.
That's just kind of interesting to see it jump on
that board.
Speaker 3 (03:00):
Speaking of Larry Ellison, oh yes, another Ellison having a
very exciting week. Paramount the Hollywood Studio taken over in
August by Indiment independent filmmaker David Ellison, son of Larry
Ellison is preparing for a bid for its rival Warner Brothers.
This is according to people with knowledge of the matter.
(03:21):
Paramount is working on an office offer with an investment bank,
but is not having tox yet with Warner Brothers. This
is according to those people who asked not to be identified.
And one of my favorite stories about this deal is
an options trader is up about five million dollars after
taking a bullish position on this deal. He actually hedged
(03:45):
that trade by selling some of his calls on the
company before the news, but he's up five million dollars
right now.
Speaker 1 (03:52):
Wow, I'll talk about pretty pretty time.
Speaker 4 (03:55):
How long has he had this position?
Speaker 2 (03:56):
I don't quite know.
Speaker 3 (03:57):
That story is on the Bloomberg terminal by my colleague Goiter,
but really interesting seeing that he was able to game
this steal. And if you look at the company right now,
it is up twenty five percent for the week. That's
Paramount and Warner Brothers up about fifty six percent for
the week.
Speaker 4 (04:14):
What a run. And we're still like TVD right.
Speaker 3 (04:16):
Yeah, TBD. Unclear if this is actually going to happen,
but apparently, you know, seems like a lot of confidence
that this steal is closing.
Speaker 4 (04:24):
You should to check the Bloomberg over the weekend just
in case there's some new developments. Apple.
Speaker 3 (04:29):
Yeah, sticking with tech. Apple delayed the launch of its
iPhone Air in China, citing regulatory approval and some other issues.
This is a big setback for the company for its
obviously very high profile new product. Pre Orders for the
new models began on Friday, but the website in China
(04:51):
would not let customers in the region order this new
thinner version of the iPhone that everyone has been very
excited about. Previously, Apple had said that the newduct would
be available in China September twelfth to pre order, and
then on September nineteen then a bigger release. This is
just like it is in the US. But now that's
up for question and Apple not doing so well in
(05:12):
the week.
Speaker 1 (05:12):
Okay, we only have to tip for one more twenty seconds.
Where do you want to go?
Speaker 3 (05:16):
Let's go with Klarnet. IPOs are very much back. It
was at the forefront of one of the best weeks
of the year for US listings. You also had companies
like Circle, Figma obviously earlier this year, and then this
week Gemini, the Crypto Exchange, and we have Blackstone Ink
Engineering firm, Legions Corp. And Blackrock Coffee Bar. A lot
(05:37):
of IPOs are to keep up deal making is so back.
Speaker 2 (05:42):
The Stock Movers Report from Bloomberg Radio. Check back with
us throughout the day for the latest roundup of companies
making news on Wall Street and for the latest market
moving headlines. Listen to Bloomberg Radio Live, catch us on YouTube,
Bloomberg dot com, and on Applecarplay and andrew It Auto
with the Bloomberg Business app.
Speaker 1 (06:06):
Mm hmm.
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