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“Larry Ellison is a Genius!”
At IPO, I think Larry Ellison owned something like 23% of Oracle. Typically, that goes down over time. He now owns 41% of Oracle.What's he done. Every year, he's run that business superbly. It's got 43% operating margins and he's used that cash to buy back shares.He hasn't sold any. So, his ownership has just gone up over time. Two things happened this year.One is the stock really popped 40% and he got a lot of cloud credit. But the interesting thing is this is the year he actually abandoned the buyback str ...
Rumors of the demise of the American consumer are exaggerated, says Affirm CEO Max Levchin
CNBC Television· 2025-07-02 21:32
Joining us now, Max Levchin, founder and CEO of a firm. Max, it's great to have you back on the program. Welcome.Thank you for having me. Let's start right there. What are you seeing uh in terms of spending behaviors from the consumer.What does it mean for a firm. You know, I've said it before, I feel like I'm a broken record at this point, but every time I'm asked this question, I say, you know, the rumors of uh the demise of the American consumer are greatly exaggerated. We're seeing good demand.We just r ...
X @Unipcs (aka 'Bonk Guy') 🎒
$BONK 🙂but i've kind of gone 'Murad mode' on BONK for the greater part of two years alreadyso much so that everyone now knows me as 'bonk guy' 😅️️️️BONK is the easiest and freest $10 billion+ memecoin play of this cycle if you ask me:- very strong meme narrative and the main memecoin of Solana- oldest relevant Solana memecoin with good price history and distribution- very good unit bias which makes it retail-friendly- listed on every major retail exchange including Binance, Coinbase, Robinhood, Upbit, Revol ...
X @Decrypt
Decrypt· 2025-07-02 19:05
Bitcoin could hit new highs in H2 2024 as institutional treasury buying breaks historical post-halving patterns, says Standard Chartered analyst Geoffrey Kendrick. Read more: https://t.co/LEPeKDrzwo ...
X @Bloomberg
Bloomberg· 2025-07-02 16:08
Glencore plans to buy back up to $1 billion of its shares following the completion of the sale of its agricultural business to Bunge https://t.co/E5viAz3ekq ...
UBS' Erika Najarian: Banks are in wait-and-see mode
CNBC Television· 2025-07-02 15:35
Welcome back to Squawk on the Street. Well, America's biggest banks are on a winning streak. Wells, Goldman, Morman Stanley, and more are just inches from hitting their new all-time highs after passing the Fed's latest stress tests late last week and boosting shareholder payouts yesterday after uh the close.Those are the how far they are from all-time highs as we stand, but they're having a decent couple of trading sessions. So what's uh on the deck for banks in the second half of the year. UBS managing dir ...
X @TylerD 🧙‍♂️
TylerD 🧙‍♂️· 2025-07-02 14:19
Market Dynamics - Bitcoin price remains stable around $107,000 despite institutional buying [1] - Large holders (whales) with over 10,000 BTC, who acquired Bitcoin at $0-$700 and held for 8-16 years, are selling [1] Supply and Demand - BlackRock, Fidelity, Strategy, and other institutions are purchasing significant amounts of Bitcoin [1] - The selling pressure from early Bitcoin adopters may eventually cease [1] Potential Future - The market speculates on the potential outcome when the selling from early adopters stops [1]
Are we in an Inventory Comeback? These Metros Have More Home Supply Today Than Before the Pandemic
Prnewswire· 2025-07-02 13:49
Denver, Austin and Seattle take the top three spots when it comes to active inventory growth AUSTIN, Texas, July 2, 2025 /PRNewswire/ -- After years of tight supply, is housing inventory bouncing back? According to the most recent Realtor.com® Monthly Housing Report, 22 of the 50 largest U.S. metros have more active listings on the market than they did pre-pandemic.  Denver has seen the largest recovery with a 100% increase in available homes compared to 2017–2019 averages followed by Austin (+69%) and Seat ...
X @Bloomberg
Bloomberg· 2025-07-02 11:11
Blackstone, Apollo and other private-market giants have pledged to invest hundreds of billions of dollars in Europe, but the immediate outlook for buyout deals still looks pretty hazy https://t.co/6mGdzN4VoP ...
X @Decrypt
Decrypt· 2025-07-02 06:35
Why On-Chain Metrics Miss the Full Picture of Institutional Bitcoin Buying► https://t.co/arcO8lHSfL https://t.co/arcO8lHSfL ...