Stock Movers Oracle, Kroger Jump; Workday Drops
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Feb 9, 2026 Rachel Poir, Bloomberg earnings specialist who analyzes corporate results. She breaks down Oracle’s sharp rebound tied to AI-driven capex and analyst upgrades. She covers Workday’s sudden leadership change and the market sell-off. She also explains Kroger’s new CEO hire and why investors cheered.
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Oracle Rebound Linked To AI Infrastructure Demand
- Oracle's stock rallied after an analyst upgrade tied to continued demand from AI players like OpenAI.
- Most analysts remain positive with 76 covering Oracle and a strong majority rating it a buy.
Hosts Joke About Trying 'Vibe Coding'
- Tim Stenovec and Rachel Poir joked about trying 'vibe coding' as a personal curiosity rather than serious practice.
- The hosts acknowledged it's intriguing but admitted it's over their heads for now.
Workday Drop After CEO Change Raises AI Questions
- Workday shares fell after replacing CEO Carl Eschenbach with co-founder Aneel Bhusri amid AI strategy uncertainty.
- Bloomberg Intelligence expects Bhusri may push further into AI products, fueling transition concerns.