Monday's Stock Watch: ORCL, BE, BAM, MANU
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 13 2025
0mins
Should l Buy ORCL?
Source: SeekingAlpha
Market Reactions: Stock index futures saw some gains diminish after Treasury Secretary Scott Bessent criticized China's export restrictions, labeling them as provocative.
Key Stock Movements: Oracle shares rose 1.9% ahead of its AI-focused conference, Bloom Energy surged 31% following a $5 billion partnership with Brookfield for AI factories, and Manchester United shares increased 0.9% amid potential acquisition talks with a UAE consortium.
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Analyst Views on ORCL
Wall Street analysts forecast ORCL stock price to rise
34 Analyst Rating
25 Buy
9 Hold
0 Sell
Moderate Buy
Current: 156.480
Low
180.00
Averages
309.59
High
400.00
Current: 156.480
Low
180.00
Averages
309.59
High
400.00
About ORCL
Oracle Corporation offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. The Company operates through three businesses: cloud and license, hardware and service. Its cloud and license business is engaged in the sale, marketing and delivery of its enterprise applications and infrastructure technologies through cloud and on-premise deployment models including its cloud services and license support offerings, and its cloud license and on-premise license offerings. Its hardware business provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management and other hardware-related software to support diverse IT environments. Its services business provides services to customers and partners to help maximize the performance of their investments in Oracle applications and infrastructure technologies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Stable Download Figures: TikTok recorded 870,000 and 800,000 downloads in the two weeks post-announcement, while the new social platform UpScrolled saw a temporary surge followed by a sharp decline, indicating users' continued preference for TikTok over alternatives.
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- Stable Download Figures: TikTok recorded 870,000 and 800,000 downloads in the two weeks post-announcement, while the new social platform UpScrolled saw a temporary surge followed by a sharp decline, indicating users' continued preference for TikTok over alternatives.
- No Significant Change in User Experience: Despite concerns over content censorship and algorithm adjustments, analysts note that users generally feel the TikTok experience remains unchanged, suggesting that any algorithm modifications have not led to user attrition but may present new opportunities for the platform.
- Potential Risks and Opportunities: Under new ownership, TikTok faces risks of politically biased content moderation, which could lead to dissatisfaction among users and advertisers if not managed properly; however, current user trust appears to have been restored, reflecting the platform's resilience.
See More
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- Capital Expenditure Growth: Amazon plans to spend $200 billion in 2026, a 56% increase from $128.3 billion in 2025; Alphabet's spending is expected to reach $180 billion, with a staggering 97% year-over-year growth, significantly enhancing its market competitiveness.
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See More
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- Debt Financing Pressure: Despite raising tens of billions to expand capacity and promoting its role in training OpenAI models, the market is beginning to question the viability of this strategy, which was once seen as a transformative growth engine, reflecting a reassessment of its fundamentals.
- Microsoft's AI Burden: Microsoft's commercial cloud remaining performance obligations have surged to about $625 billion, with roughly 45% tied directly to OpenAI, raising concerns about its future financial health and potentially impacting its stock performance.
- Market Confidence Eroded: OpenAI CEO Altman's firm response to investor doubts starkly contrasts with market reactions, as stocks related to Oracle, Microsoft, and Broadcom have suffered steep declines due to skepticism surrounding OpenAI's commitments, despite Altman's assurances of steep revenue growth.
See More
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- OpenAI's New Hire: OpenAI has recruited the founder of OpenClaw, a leading independent AI project in recent months.
- Implications for Companies: This development is seen as positive for companies like Oracle, CoreWeave, and Microsoft, which are looking for a successful IPO from the AI startup.
See More
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- User Activity Stability: Despite a surge in deletions following the announcement of TikTok's US joint venture, Sensor Tower data indicates that daily active users in the US remain around 95%, suggesting that fears of mass user exodus are overstated.
- Usage Time Recovery: The average daily time spent by American users on TikTok has rebounded to approximately 80 minutes, after dipping to 77 minutes during service disruptions, indicating a strong user loyalty to the platform.
- Download Trends Comparison: Following the joint venture announcement, UpScrolled saw a 770% increase in new downloads in one week, but the following week experienced an 80% drop, while TikTok registered 870,000 downloads in the same period, highlighting continued user preference for TikTok.
- User Feedback Stability: Despite concerns over content censorship, analysts note that users report no significant changes in their overall TikTok experience, with many stating that the app still feels strong, indicating a robust adaptability to the new ownership.
See More
White House Considers Cost Burden on Data Centers
- Cost Internalization for Data Centers: White House trade advisor Peter Navarro stated that data center builders must absorb costs related to electricity and water usage, highlighting the government's concern over economic pressures that could impact companies like Meta.
- Rising Electricity Prices: With electricity prices spiking 6.9% year-over-year in 2025, public anxiety about the economy is increasing, as Navarro attempts to blame former President Biden, indicating the current administration's challenges in addressing inflation.
- Policy Response Measures: The Trump administration has signed a pact with several states urging major tech companies to finance $15 billion for new power plants to alleviate the strain data centers place on the grid, demonstrating proactive government intervention in energy policy.
- Election Outlook Impact: As the November 2026 midterms approach, polls show Democrats leading by 5.2 points, reflecting voter concerns over economic issues that could affect Trump's and the Republican Party's electoral prospects.
See More
