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AI Money Hits Software Stocks
Toady’s news: Oracle owner new top dog, Klarna hits Wall Street, and more. 📰
Kevin Travers
September 10, 2025 • Reading Time: 17 minutes
Presented by
CLOSING BELL
AI Comes To Software Stocks
The market climbed and hit all-time highs Wednesday, after earnings from Oracle showed software is the new ‘it’ sector this fall. Larry Ellison pulled in $101B from his nearly 50% stake in the company, catapulting him to the position of richest man in the world at 81 years old. Look out, Elon.
PPI Inflation, the prices producers of things pay to manufacture goods, fell slightly after climbing in July at the highest rate in three years. Many investors hope the less-than-expected price climb still sends the FOMC a mandate to cut rates.
In other news, Nepal is in a political uprising, Poland initiated a Nato Article IV sit-down after Russian drones were shot down over the country, and right-wing influencer Charlie Kirk was shot and killed in Utah.
Toady’s rip: Oracle owner new top dog, Klarna hits Wall Street, and more. 📰
5 of 11 sectors closed green, with technology $XLK ( ▲ 1.81% ) leading and discretionary $XLY ( ▼ 1.2% ) lagging.
AI STOCKS
Oracle Is The New Name In Town 👀
Flying 35% to the top of the S&P 500 gainers pile, Oracle $ORCL ( ▲ 35.95% ) enjoyed a reward for bombshell earnings Tuesday that projected up to half a trillion in forward sales.
The stock had its best day since 1992, with an order book up 359% from a year ago. The company is reaping significant benefits from the AI, thanks to its cloud technology and access to Nvidia chips, according to CNBC.
Part of the news was of a massive $300B deal with OpenAI for cloud computing power, according to a WSJ exclusive. The deal made up 90% of the new forward sales added in the quarter. The contract is due to start in 2027, and it’s not a sure thing. OpenAI burns through money, pulling in only about $10B a year, and its bill to Oracle will be $60B annually.
If Oracle, or really OpenAI, can pull it off, it will pay dividends. Oracle said it expects annual cloud infrastructure revenue to reach $18B next year, and double to $32B, then $73B, and so on to $144B in the next four years.
Broadcom $AVGO ( ▲ 9.77% ) was climbing on the news, another alternative to large data providers that has risen like a rocket. Chief Sam Altman of OpenAI is trying to build custom chips with Broadcom. Nvidia $NVDA ( ▲ 3.85% ) and semiconductor design company $ARM ( ▲ 9.47% ) climbed.
Users went ‘extremely bullish’ on Oracle
SPONSORED
A “Bullish” Diagnosis from Wall Street
Some analysts were projecting a $14 share price target for HeartSciences (Nasdaq: HSCS). Now, an analyst has upgraded to think it’ll hit $15.
The company is a technology leader in AI that makes heart disease easier to detect on the frontlines. It essentially puts specialist-level insights into the hands of nurses, potentially reducing the cost and number of appointments needed for patients.
HeartSciences’ patented software can be added to any ECG device. So, with 1 billion ECGs performed every year, it’s no surprise that some Wall Street analysts are bullish.
HSCS shares have closed as high as $5.73 in the last couple of months. But you can get preferred stock for $3.50, which can be converted into Nasdaq-traded common stock anytime.
Even better? HeartSciences is targeting FDA submission this year. Invest at $3.50 in HeartSciences here.
This is a paid advertisement for HeartSciences Regulation A+ offering. Please read the offering circular at https://invest.heartsciences.com/
*3rd Party Ad. Not an offer or recommendation by Stocktwits. See disclosure here.
IPO NEWS
Buy Now, IPO Later
Klarna $KLAR ( ▲ 14.55% ) went public on Wednesday, flying 32% higher before settling at a 14% gain for the day, priced around $45/share at a market cap of $32B.
It wasn’t as high as the buy now pay later companies $45B valuation back in the fintech heyday in 2021, but it was enough to send the stock to the top of the watchlist on Stocktwits.
Most respondents to the Klarna IPO poll said they were sticking clear of the noisy launch.
It’s a public offering-filled month, during a hot year for IPOs.
Gemini, the parent company of the crypto exchange by the same name, raised its IPO range to $24–$26 on Wednesday,y targeting $3.1B valuation. 🤩
IN PARTNERSHIP WITH
SonicStrategy’s $40 Million Investment Catalyst
Wall Street is buzzing about digital asset treasury companies bridging DeFi & TradFi and SonicStrategy (OTCQB: DBKSF) is emerging as a frontrunner, with shares up ~717% YTD.
This week, Sonic Labs, the foundation behind the Sonic blockchain, committed $40M via a convertible instrument funded in $S tokens. Priced at $4.50 per share, the deal signals a 344% valuation gap and paves the way for a Nasdaq uplisting. According to the Sept 2, 2025 announcement, the company expects formal closing of the investment and issuance of the convertible debenture to occur within five business days. This valuation by Sonic Labs suggests the company is undervalued by more than 4x its ~$1.00 market price.
Backed by Sonic Labs and fuelled by validator yield, SonicStrategy is the only public vehicle giving investors direct exposure to Sonic’s breakout, making it a standout play in the treasury space.
*3rd Party Ad. Not an offer or recommendation by Stocktwits. See disclosure here.
POPS & DROPS
Top Stocktwits News Stories 🗞️
Trade Desk fell 11% after Amazon-Netflix ad deal bypasses Trade Desk.
GameStop jumped 10% on Q2 beat, warrant dividend.
Soleno dropped 14% after patient death linked to Vykat XR.
Tesla rose 2% despite Q3 delivery warning.
CoreWeave surged 16% after launching AI venture arm.
Vimeo surged 60% after $1.38B buyout at $7.85/share.
Synopsys plunged 34% after Q3 miss and IP concerns.
Chewy sank 16% after Q2 net income plunged.
Don’t miss a story! Follow @StocktwitsNews for a live feed in real time. ✍️
PRESENTED BY STOCKTWITS
Oracle’s AI Boom, Robinhood’s Big Bet & Apple’s Flop?
Welcome to Daily Rip Live with Katie Perry, Tom Bruni, and Olivia “Voz” Vosnenko.
It’s a jam-packed midweek check-in on Daily Rip Live! Katie Perry, Tom Bruni, and Olivia “Voz” Vosnenko break down the latest market surprises — from Robinhood’s flashy Vegas summit overshadowing Apple’s big event, to Oracle’s AI-fueled surge, to meme stock chaos with GameStop.
WHAT’S ON DECK
Tomorrow’s Top Things 📋
Economic data: IEA Monthly Report (4:00 AM), OPEC Monthly Report (7:00 AM), CPI (8:30 AM), Initial Jobless Claims (8:30 AM), 30-Year Bond Auction (1:00 PM), Fed’s Balance Sheet (4:30 PM) 📊
Pre-Market Earnings: Kroger ($KR), Lovesac ($LOVE), and Cheetah Mobile ($CMCM) 🛏️
After-Market Earnings: Adobe ($ADBE) and Rent the Runway ($RENT) 🌕️
Links That Don’t Suck 🌐
*3rd Party Ad. Not an offer or recommendation by Stocktwits. See disclosure here.
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