Good morning and happy Sunday!

It was a buoyant week on Wall Street. The S&P 500 briefly topped its February record as rate cut optimism and cooling inflation pushed stocks higher. Treasury yields dropped, the dollar softened, and tech bulls took the wheel. But not everyone’s jumping on the momentum train.

In the middle of this market upswing, Oracle’s CEO made a massive $474 million exit, a polarizing lawmaker parted ways with Lululemon, and Swedbank AB trimmed its exposure to Amazon, just as retail investors started piling back in.

Here’s how it all went down.

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👟 Marjorie Taylor Greene Trims LULU

On June 24, 2025, U.S. Representative Marjorie Taylor Greene (R-GA) disclosed the sale of Lululemon Athletica Inc. $LULU ( ▲ 1.09% ) stock, valued between $1,001 and $15,000. The transaction occurred on June 16, 2025, but wasn’t filed until six days later.

While this isn’t a blockbuster trade, the timing is notable. Lululemon has had a volatile few months, with the stock caught between slowing discretionary spending and shifting consumer trends in the athleisure space. The broader market was rebounding sharply during this period, making the sale a curious counter-move.

Greene’s decision may reflect a defensive play—possibly trimming exposure amid signs of softer consumer data and GDP headwinds. Or perhaps, it’s just a routine rebalancing. Either way, it adds to the growing list of lawmakers actively shifting positions as the macro picture remains in flux.

💸 Oracle CEO Unloads Nearly Half a Billion in Stock

On June 24, 2025, Oracle Corporation $ORCL ( ▲ 3.99% ) CEO Safra Catz disclosed the sale of 2,284,371 shares at an average price of $207.59, totaling $474.2 million. She still retains over 1.1 million shares—so she’s far from out—but this was a heavyweight move.

Catz’s sale comes on the heels of Oracle’s strong AI-fueled momentum. The stock has surged in 2025 as the company doubled down on cloud infrastructure and AI services, riding the same wave lifting much of tech. With the S&P 500 flirting with new highs, it’s no surprise she chose this moment to de-risk.

Massive insider sales like this aren’t always red flags—but they do raise eyebrows. Was this simply a well-timed liquidity move? Or a signal that Oracle's near-term upside may be capped after such a strong run? Either way, it’s one of the largest insider cash-outs we've seen this year.

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📦 Swedbank Eases Off the Amazon Pedal

On June 23, 2025, Swedish financial powerhouse Swedbank AB disclosed a reduction in its holdings of Amazon, Inc. $AMZN ( ▼ 1.75% ) . The firm now holds 14,146,558 shares—still a major stake, but slightly trimmed down amid broader sector reshuffling.

Amazon has had a mixed run in 2025, flashing moments of strength thanks to its AI push and logistics dominance. It’s also faced bouts of underperformance amid shifting consumer trends and rising competitive pressure. While the long-term story remains compelling, Amazon hasn’t been immune to the broader market’s mood swings.

Swedbank’s move may reflect simple portfolio discipline—locking in gains or reallocating into higher-beta plays as FOMO grips the market. With earnings season on deck and macro signals mixed, their cautious trim shows that even the bulls are keeping one foot on the brake.