Oracle’s Big Bet, Bitcoin’s Big Drop, & Wicked’s Big Weekend: TWSS 4 - 11.24.2025

Summary: Welcome back to The Weekly Sift Stack, where Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. Markets finally exhaled, with the S&P 500 and NASDAQ pulling back again, while Bitcoin took a full-on tumble. Investors are concerned with AI-bubble talk and Fed uncertainty. In today’s insights, NVIDIA (NVDA) keeps printing, Eli Lilly (LLY) joins the trillion-dollar club, Meta (META) faces new psychological-impact scrutiny, Wicked 2 revives the box office, and the Fed prepares for December without fresh inflation data.

Our Stock of the Week, Oracle (ORCL), is riding the AI wave with a stunning $455 billion in contracted revenue, which sent the stock soaring 40% in a single day. But to deliver on those promises, the company is taking on massive debt, potentially topping $150 billion this month and projected to hit $300 billion by 2028, making it the most indebted company in the world. Investors don’t seem to care (yet), betting that Oracle’s all-in push to build data-center capacity will transform the company into an AI powerhouse.


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Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.