Wall Street Roundup: AI, IPOs, and standout earnings
Update: 2025-06-13
Description
Oracle earnings stand out (0:25 ). Nebius, CoreWeave and the AI conversation (2:15 ). Circle Internet Group's IPO momentum (4:20 ). Lululemon earnings underline tariff complications (6:18 ). Docusign's now and future business (8:10 ). Musk, Trump, and Tesla (9:30 ). Homebuilders, consumer health insights, and upcoming Fed meetings (12:35 ). Recorded on Thursday morning, June 12, 2025.
Show links:
Oracle targets $67B revenue, 70% cloud infrastructure growth while expanding global data center footprint
Is the IPO market back?
Market Pricing In Status Quo
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show links:
Oracle targets $67B revenue, 70% cloud infrastructure growth while expanding global data center footprint
Is the IPO market back?
Market Pricing In Status Quo
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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