The Monthly Bugle - December 2025 Newsletter (Issue #14)
- havenlambert1
- 4 days ago
- 3 min read
Updated: 1 day ago
AI Deal Breakdown
Oracle and Blue Owl Data Center Split Brings AI Valuations Into The Spotlight
The rose-colored glasses may finally be coming off for the AI industry. In 2025, AI-related companies have dominated the stock market and helped push indices to new highs. The S&P 500, for example, has broken closing records multiple times this year due to being buoyed by AI-related stocks. Their dominance, however, is tenuous.
In mid-December, investors were spooked by the news that Blue Owl would not be funding Oracle’s multi-billion dollar data center in Michigan. Blue Owl has been a major player in financing data centers around the United States, and this unexpected turn resurfaced concerns that AI investment may be on unstable ground. Following the news, Oracle’s stock fell by more than 5% (Yahoo Finance, Financial Times). This latest drop means Oracle is now trading over 40% below its September high.
At Reveille, we have been discussing the danger of overvalued AI stocks and how they could affect investors in our monthly update videos. And in our newest episode for our podcast, Bugle Notes, we take a deep dive into whether or not we could be in the biggest bubble of our lifetime. Watch now on our channel, or email us directly with any questions to info@reveillewealth.com.
In Case You Missed It:
New Podcast Episode
The newest episode of Bugle Notes is out now! In this episode, Managing Partners Michael Bennicelli, Chad Smith, and Stephen Weitzel tackle the current concerns regarding an AI bubble. Watch now on our YouTube channel.
Blue Owl And Oracle
In a new YouTube video, Chad Smith and Stephen Weitzel discuss the role of two companies - Oracle and Blue Owl - in the growing AI bubble. Watch now on our channel, and be sure to subscribe to never miss an upload!
The Reveille Review
Tune in every month for The Reveille Review, where Managing Partners Chad Smith and Stephen Weitzel discuss the market happenings from the month. Watch the November episode here; the December episode is coming soon!
From Our Social Media:
Follow us @reveillewealth to keep up to date on all things Reveille!
Around The Office:
Stephanie Martin Earns CFP® Designation
Stephanie Martin from our Reveille Florida team recently earned her CERTIFIED FINANCIAL PLANNER® designation! Earning this designation requires hours of preparation and a wealth of knowledge, and Stephanie's achievement is a testament to her expertise and dedication to her clients. Please join us in congratulating her on this amazing milestone!
Tax Shelter Webinar for Business Owners
In December, Managing Partner Stephen Weitzel hosted a webinar focused on tax shelter opportunities for business owners, where he shared various strategies to help you maximize your tax deductions for 2025. Missed the webinar? We plan on hosting more in the future, so be sure to follow Reveille on social media to be notified of our next webinar. Alternatively, email us at info@reveillewealth.com for access to the replay of the webinar from December.
Midwest Food Bank
This month our Peachtree City office continued the yearly tradition of volunteering together at Midwest Food Bank. Midwest Food Bank provides relief to families around the country, and we were proud to help provide food to dozens of families this holiday season. This time, we helped package fresh lettuce and canned goods for redistribution. Plus, we got to don some fashionable hairnets! To get involved at Midwest Food Bank, visit their website here.
Celebrating The Holidays At Reveille
Happy Holidays from everyone at Reveille Wealth Management! Our offices had our annual Christmas parties, where we got to celebrate the season with each other while enjoying delicious food and fun games. We hope everyone had a restful and enjoyable holiday season, and we look forward to serving you in the new year!
Any opinions are those of Reveille Wealth Management and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance.
This is not a recommendation to purchase or sell the stocks of the companies mentioned.
The information contained within this commercial email has been obtained from sources considered reliable, but we do not guarantee the foregoing material is accurate or complete.
Raymond James is not affiliated with any other organization mentioned.
To opt out of receiving future emails from us, please reply to this email with the word “Unsubscribe” in the subject line.
Comments