All’s Well That Ends Well

Today’s RIP: Oracle falls despite lofty revenue goals, Quantum computing sector sells off, and more. 📰

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Kevin Travers
October 17, 2025 • Reading Time: 11 minutes

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CLOSING BELL
All’s Well That Ends Well

The market climbed to end the week, all but the Russell 2000 in the green after financials calmed down following scary loan losses, and tariff talk simmered. Bitcoin slid towards $100k, an estimated $600B erased from crypto market values since last week’s crash, according to CoinGecko.

Gold and Silver tumbled from highs, and two-year yields crept from their lowest rates since 2022. According to analysis by Bloomberg and Goldman Sachs of state data, weekly jobless claims fell. The Fed is still closed, and they haven’t dropped their full data since Sept 25.

Amex hit a record high, climbing the most since April after nearly $3B in profit for the past quarter, $18.43B in revenue, and an expected 10% growth in revenue for the rest of the year, all above expectations. Next week is the start of big tech earnings, with Tesla and Netflix on the way. 👀

Today’s RIP: Oracle falls despite lofty revenue goals, Quantum computing sector sells off, and more. 📰

9 of 11 sectors closed green, with staples $XLP ( ▲ 1.34% ) leading and utilities $XLU ( ▼ 0.35% ) lagging.

STOCKS
Oracle Falls Despite Bullish Price Targets

The question in everyone’s mind watching Oracle $ORCL ( ▼ 6.93% ) fall Friday, is can they actually pull in $225B in revenue in 2030? Can they really expect to grow cloud infrastructure from $18B a year to a whopping $166B a year?

The company presented this lofty projection as a part of the Oracle AI World conference it put on in Las Vegas this week. Thursday, the numbers look great, next to the slot machines and craps tables, but Friday analysts started putting out notes that were positive, but that $225B a year might be a tall order. 🎰 

″It feels like the stock may take a bit of a breather here as investors digest those numbers and try to get comfort around the achievability of long-term numbers,” Rishi Jaluria, Analyst at RBC Capital Markets said in a note to CNBC.

UBS Anlysts karl Keirstead raised his price target to $380 on the stock, but said in a bear scenario, the company might have trouble turning on that large of a datacenter project, and getting it running at the 30-40%+ margins it projects. Earlier this month, The Information reported Oracle was only pulling in 14% margins from its Nvidia AI chips in its quarter that ended in August.

Still, Oracle has made its fair share of deals to get the ball rolling. It pulled in a $300B estimated AI chip deal with OpenAI, and said Thursday it inked a deal for $65B in cloud infrastructure with a group of companies including Meta.

"Questions remain about Oracle's capex requirements to meet growing demand, as there was no forward-looking commentary on capex at the analyst day," Jefferies analyst Brent Thill wrote Thursday.

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INDUSTRY NEWS
Quantum Stocks Sell Off After Breaking Records 🧬 

Quantum stocks pulled back big time this week, and it was not due to a major news event.

$RGTI ( ▼ 3.32% ) Rigetti Computing, $IONQ ( ▼ 4.04% ) and $QUBT ( ▼ 2.19% ) all fell more than 15% since Thursday, shortly after each hit all-time highs. Quantum computing has been a fan favorite in the Stocktwits community, Rigetti flying from a low of $0.36 a share in 2023 to a fresh high near $60 this week. The underlying companies are trying to make the next generation of computers, with tech so advanced it’s hard to tell fact from speculation.

News events in the quantum space, outside of funding rounds or earnings reports, have been slim ever since Google made waves with its prototype Willow chip last year.

Slimmer still are the company earnings reports- no one makes money in the quantum space. D-Wave burned $35B in cash in six months this year, Rigetti spent $13.5B on R&D and only made $1.8m back, and IonQ spent billions on acquisitions this year. Most recently, IonQ bought Oxford Ionics for $1.08B.

That doesn’t mean one day, we all won’t be using quantum chips to consume the latest edition of the Daily RIP. It simply means, without profit, the only thing to watch for is price action and product announcements.

And what did quantum stockholders do this week when breaking records? Sell. Rigetti CEO turned one million shares into cash this week: Chief Subodh Kulkarni is out of the stock entirely, according to Benzinga. IonQ put up 10% of its shares for sale, and D-Wave insider holders sold more than $5M in shares in the past five days, according to SEC filings.

Can you blame anyone for taking profits? Of course not, where would be the sport in that? 😎

Importantly, this selling is just a minuscule fraction of trade on these stocks; the lowest volume name saw 30M of shares change hands Friday alone. It’s more of an optics thing than a major cause to sell.

The industry also isn’t selling off completely. Part of IonQ’s share sale was underwritten by JPMorgan, a firm that said it was committed to supporting $1.5T of investments in new tech over the next decade. 💰️ 

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WEEKEND RIP WITH BEN & EMIL: QUANTUMANIA

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