Stock Movers: Oracle, Hershey, and Warner Bros. Discovery Analysis

Oracle and TikTok Deal

• 🚀 Oracle shares are up over 3% following a report that they will maintain their TikTok cloud deal under a new agreement expected to close in 30-45 days.
• 🤝 This development is linked to anticipated agreement between President Trump and Chinese President Xi on a final TikTok deal.
• 🔒 Bloomberg Intelligence analysts suggest Oracle's role will be limited to cloud services, ensuring no TikTok data returns to China, with a low likelihood of an equity investment.

Hershey's Sweet Performance

• 🍫 Hershey shares are up more than 2% after receiving a double upgrade to Buy from Goldman Sachs, with a price target implying a 20% increase.
• 📈 Goldman Sachs analysts cite improving market share trends, incremental tailwinds, and strong historical pricing power as drivers for expected outsized growth in FY26.
• 💰 Cost pressures from tariffs and cocoa prices are understood and reflected in expectations, presenting a more compelling risk profile.

Warner Bros. Discovery Stock Drop

• 📉 Warner Bros. Discovery shares have fallen nearly 9% after TD Cowen downgraded the stock to Hold from Buy.
• ⚠️ The downgrade cites the stock's surge beyond the price target, driven by unsubstantiated reports of a potential Paramount Skydance bid.
• ⚖️ Senator Elizabeth Warren has voiced concerns, stating any proposed deal should be blocked due to a dangerous concentration of media and news power.