Fast Money Blog- 3/14/25
The week on Wall Street was once again highly volatile in response to President Trump’s escalating trade war threats. President Trump is insistent on adding tariffs on every country that imports goods into the U.S. The problem with tariffs is that consumers will wind up paying 20-50% more on imported items. Higher prices mean that retailers (like Target) will suffer the most.
Wednesday’s CPI Report showed that inflation eased slightly in February with consumer prices rising 2.8% year-over-year.
Of course these numbers don’t say much about where the U.S. economy is headed, as tariffs will begin having an impact on consumer prices starting this month.
In other news, Oracle Corporation (ORCL) reported Q4 2025 earnings with top-line revenue of $14.1 billion, an increase of 6% year-over-year.
Here is what you need to know:
Revenue in Oracle’s cloud services business jumped 10% year-over-year to $11.01 billion, accounting for 78% of total sales.
Oracle Cloud Infrastructure (which helps businesses move workloads out of their own data centers) is still the main growth driver for the company, with quarterly revenue of $2.7 billion, up 49% year-over-year.
Cloud database is another bright spot for the quarter, with revenue growing 28% year over year.
In addition, Oracle increased its dividend by 25%, from 40¢ to 50¢ per share.
As a leader in their field, I still recommend ORCL as a long-term hold.
I expect volatility to continue in stock market for the next 90 days. Your best trade in these market conditions will be selling out-of-the-money covered calls with a trailing cost basis.
Tyrone Jackson, The Wealthy Investor