EPISODE · Sep 12, 2025 · 19 MIN
Wall Street Roundup: red flag, green flag
from Wall Street Breakfast · host Seeking Alpha
Oracle jumps to a new high on earnings, up 85% YTD (0:30). Adobe down - is monetization keeping pace? (1:35) Broadcom, Nebius surge on customer acquisitions (3:00). LULU drops post-earnings; retail and tariffs (3:55). Jobs data weaker than thought (8:50). IPO market waking up (11:00). Momentous Fed meeting (14:55).Show NotesTrump seeks to oust Lisa Cook before Fed's policy meeting next weekU.S. stocks mixed as investors look for direction with Fed decision loomingCPI in charts: Annual core inflation rate holds at 3.1% in AugustEpisode transcripts: seekingalpha.com/wsbSign 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.
What this episode covers
Oracle jumps to a new high on earnings, up 85% YTD (0:30). Adobe down - is monetization keeping pace? (1:35) Broadcom, Nebius surge on customer acquisitions (3:00). LULU drops post-earnings; retail and tariffs (3:55). Jobs data weaker than thought (8:50). IPO market waking up (11:00). Momentous Fed meeting (14:55).Show NotesTrump seeks to oust Lisa Cook before Fed's policy meeting next weekU.S. stocks mixed as investors look for direction with Fed decision loomingCPI in charts: Annual core inflation rate holds at 3.1% in AugustEpisode transcripts: seekingalpha.com/wsbSign 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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Wall Street Roundup: red flag, green flag
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