Morning Rumor Roundup — September 12, 2025

Last updated 08:03 AM PT

Hook: Deal chatter is back in focus — Paramount/Skydance may launch a bold bid for Warner Bros Discovery, CVS looks to unload a legacy business, and Oracle is rumored to double down on AI cloud infrastructure.

WBD — Warner Bros Discovery

• Rumor: Paramount/Skydance preparing a majority‑cash takeover bid backed by the Ellison family.
• Catalyst: WSJ/Reuters Sep 11 reporting, stock spiked nearly 30% intraday.
• Trade angle: Event‑driven — potential takeover premium/arbitrage.
• Confidence: High.
• Sources: Reuters

CVS — CVS Health

• Rumor: CVS exploring sale or strategic alternatives for its Omnicare long‑term care pharmacy unit.
• Catalyst: Bloomberg Sep 11 article citing people familiar with discussions.
• Trade angle: Bullish — divestiture could streamline operations, unlock value.
• Confidence: Medium.
• Sources: Bloomberg

ORCL — Oracle Corp

• Rumor: Oracle planning a multi‑billion AI‑driven data‑center expansion, potentially deepening partnership with Nvidia.
• Catalyst: MarketWatch Sep 12 speculative note referencing industry chatter.
• Trade angle: Bullish — would align Oracle with ongoing AI infrastructure boom.
• Confidence: Low.
• Sources: MarketWatch

Research Log (last ~48 hrs)

Source	Ticker(s)	Confidence	Catalyst/Date	Impact	URL	Notes
Reuters	WBD	High	Sep 11	Stock surged ~30%	link	Multi‑source Tier‑1
Bloomberg	CVS	Med	Sep 11	Potential divestiture	link	Tier‑1, single source
MarketWatch	ORCL	Low	Sep 12	AI capex speculation	link	Tier‑2 speculative

See also: yesterday’s roundup, our case study hub, and full rumors archive.

Disclaimer: These are unconfirmed market rumors, not financial advice. Use caution.

Confidence legend: Low = speculative; Med = Tier‑1/Tier‑2 but unconfirmed; High = multi‑source Tier‑1 + market reaction.

Terrence Timmons is a Business Data Analyst and founder of Market Rumors Daily. He covers event-driven trading, rumor-to-news dynamics, and market analytics using trusted sources. Read full bio →