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Homebuilders Fall, AppLovin Lower, Oracle Sinks on Thin Margins | Stock Movers

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October 7, 2025

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On this episode of Stock Movers:

- DR Horton (DHI), Toll Brothers (TOL) and KB Home (KBH) are among homebuilding names downgraded to inline from outperform at Evercore ISI as analyst Stephen Kim cites depressed home-buying sentiment. Shares of the homebuilders fell in Tuesday trading.

- AppLovin (APP) shares fall after news that the Securities and Exchange Commission has been probing AppLovin's data-collection practices, according to people familiar with the matter.

- Oracle (ORCL) shares fell after a report that the company's profit margin in its cloud computing business is lower than estimated. Oracle generated $900 million in revenue from server rentals, but only $125 million in gross profit, according to internal corporate documents. The company's gross margin has been weighed down by heavy spending on chips and data center capacity, with its overall gross margin at 67.3% in its most recent earnings report.

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Homebuilders Fall, AppLovin Lower, Oracle Sinks on Thin Margins

Guests & Subjects Covered

Stock MoversKB Home KBHEvercore ISIStephen KimAppLovin APPExchange CommissionOracle ORCLWall Street Check

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Homebuilders Fall, AppLovin Lower, Oracle Sinks on Thin Margins | Stock Movers · Bloomberg Podcasts · Sentinel