INFORMANT

TRANSCRIPT

Tess Marek: Good evening. Tonight’s tape is moving heavy. We have two closers here: META and ORCL. Let’s start with the bigger percentile play.

Tess Marek: First, META. Our measurement shows it surged +6.18% (97th percentile) since the open. That is its 30th-biggest since-the-open day of the last 1058 sessions. It jumped +1.63% at the open, then continued to surge +6.18% from the open.

Tess Marek: On the wires: Yahoo Finance was active this morning. At 08:55 ET, they noted Rowan Street Capital’s view that Meta Platforms’ fundamentals outpace its stock rally. By 10:26 ET, the conversation shifted to Micron’s gross margins topping those of Meta, Microsoft, and Google, with speculation on further climbs. And at 10:30 ET, a piece asked what Warren Buffett would do regarding Apple, Meta, or Microsoft.

Tess Marek: Our feed check shows the host has not posted about this ticker today. The tape moved without him.

Tess Marek: Next, ORCL. Our measurement shows it surged +5.53% (96th percentile) since the open. That is its 53rd-biggest since-the-open day of the last 1148 sessions. It jumped +2.30% at the open, then continued to surge +5.53% from the open.

Tess Marek: On the wires: Yahoo Finance had several items. At 06:18 ET, there was a piece on Oracle’s AI bet costing Larry Ellison $207 billion and warnings about an AI bubble. At 07:20 ET, discussion turned to buying SOXX down from highs, citing Amazon, Alphabet, Meta Platforms, Microsoft, and Oracle as giving investors reasons to do so. And at 11:31 ET, the focus was on whether Oracle can fund its AI demand infrastructure.

Tess Marek: Our feed check shows the host has not posted about this ticker today. The tape moved without him. Note: our wire desk had nothing else on these tickers beyond what was listed above.

Tess Marek: Two big names, both up over some number percent today. META surged +6.18% and ORCL surged +5.53% since the open. That’s the story on the tape tonight.

Tess Marek: That's the show. We're on Spotify and YouTube — if this earned it: like, subscribe, tell a friend. And housekeeping: the machine that writes this gets tuned constantly for cleaner news. The numbers are real; the jokes are not. One more thing: this whole station runs on one garage computer, and if the tape ever earned you a coffee, there's a tip jar at informant.reiners.io. It keeps the phone line on.