GE, UAL, and ORCL Are the Tickers the Internet Can't Shut Up About Right Now
YouTube finance is obsessed with aviation's impossible resilience, Reddit is quietly loading up on GE Aerospace, and X is doing X things about Oracle's AI glow-up
Ticker Ratings
Let's start with the ticker Reddit keeps quietly mentioning while everyone else looks at meme stocks: $GE. GE Aerospace CEO Larry Culp went on Bloomberg and casually dropped that spare parts orders are up 40% year-over-year, LEAP engine deliveries jumped over 60% in Q1 2025, and the company is sitting on a $170 billion backlog extending into the 2030s. Mid-teens services growth guided for 2026. That's not a company — that's a toll booth on the entire aviation industry.
Which brings us to $UAL. United CEO Scott Kirby called this a record summer despite raising fares 20% and cutting capacity 5%. Consumers are just... absorbing it. YouTube finance channels can't stop replaying that Bloomberg interview. The Strait of Hormuz drama is real, oil at $90–$110/barrel is the new normal, and airlines have apparently decided vibes-based pricing is a business model now.
Meanwhile, $ORCL is the quiet overachiever at the party — up ~18% YTD with an 84% jump in its infrastructure business to $4.9 billion last quarter, all on AI demand. Bloomberg Intelligence is expecting another banger when it reports Wednesday. Three tickers, three different stories, one conclusion: the internet picked well this week.