Weekly Wrap Up: Sep 6-12, 2025
Weekly Wrap Up: Sep 6-12, 2025
Chart of the Week: U.S. Consumer Price Index (CPI) – August 2025
U.S. inflation came in hotter than expected in August, with consumer prices rising 0.4% from July and 2.9% from a year earlier. Core prices, which strip out food and energy, rose 0.3% on the month and are up 3.1% year-over-year, underscoring the persistence of underlying inflation.
Shelter costs climbed 0.4%, grocery prices advanced 0.6%, and energy rose 0.7% on the month, led by a nearly 2% surge in gasoline. While overall inflation remains below its peak from 2022, stickiness in core components shows the Fed’s job is far from finished.
Mark’s Insight: “This CPI print complicates things for the Fed. On one hand, the labor market is cooling — job growth has slowed, unemployment has edged higher. On the other, inflation in shelter, food, and energy remains sticky. The Fed meets next week, and while markets expect a 25 basis point cut, policymakers may soften their tone to avoid reigniting inflation expectations. For investors, it’s another reminder that the data rarely lines up neatly — which is why discipline and patience are so critical.”
Stocks of the Week – Oracle (ORCL) & Robinhood (HOOD)
One stock of the week wasn’t enough — both Oracle and Robinhood had standout moments that were too good to pass up. Each made headlines for very different reasons, but both moves were historic in their own right.
Oracle (ORCL)
Oracle absolutely exploded on Thursday, soaring ~36–43% on a surge of AI-cloud optimism and massive contracts—including a $300B computing deal with OpenAI and other multibillion-dollar agreements. The company also delivered standout earnings, with cloud revenue up double-digits year over year and total revenue growth exceeding expectations. It was the single biggest one-day gain in Oracle’s history, and one of the largest ever by a $500B-plus company.
Jackie’s Take: “Oracle lit up the board on Thursday. We added it in mid-July on what felt like a stalled entry at the time, but the stock clearly had room to run. It broke through resistance on heavy volume and posted one of the most decisive breakouts we’ve seen this year. While it’s stretched in the short term, the move was powered by real AI and cloud fundamentals—making it the biggest one-day gain in the company’s history.”
Robinhood (HOOD)
Robinhood made headlines this week after S&P Dow Jones Indices announced it will be added to the S&P 500 on September 22, 2025. Shares jumped on the news as traders positioned ahead of the index fund demand tied to its inclusion. Historically, most of the move comes around the announcement, but the official addition often triggers another wave of mechanical buying as S&P-tracking funds complete their adjustments.
Jackie’s Take: “We’ve owned HOOD since April, anticipating its S&P 500 inclusion, and it’s great to see that thesis pay off. I’ve been following this possibility for months, and after being passed over before, the official announcement felt like a big win. The stock is up 216% year-to-date, trading at record highs while holding comfortably above both the 50- and 200-day moving averages. With RSI around 63 and a positive MACD, momentum looks strong without being overextended. This inclusion marks an important milestone for Robinhood and underscores the progress it’s made as a business.”
Quote of the Week
“Be fearful when others are greedy, and greedy when others are fearful.” - Warren Buffett
What We’re Listening To
This week we listened to Emma Grede share her story of grit and determination — from growing up in East London with big dreams, to co-founding Good American and becoming a partner in SKIMS. What resonated most was her reminder that real success doesn’t happen overnight; it’s built through persistence, resilience, and a willingness to keep going even when the path isn’t clear. Her journey is a powerful example of how bold dreams, backed by relentless hard work, can become reality.
WWM Insight: This week offered a perfect example. When a stock like Oracle surges more than 40% in a single day, the question becomes: should you be greedy and chase even more upside, or take the profit and wait for a better entry point? Buffett’s advice isn’t about piling into frenzies — it’s about having the discipline to recognize when the crowd’s excitement has gone too far, and the patience to wait for the next true opportunity.
Disclaimer:
This commentary is provided for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. The views expressed are those of Wolter Wealth Management and are subject to change without notice. Please consult with your financial professional before making any investment decisions.