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Oracle unveils $50B fundraising plan to fuel AI data center ambitions

Mike Wheatley / siliconangle - Oracle Corp. has given investors another reason to be nervous after revealing a plan today to raise between $45 billion and $50 billion this year, in order to fund the buildout of more data center capacity for artificial intelligence workloads. The cloud …

#ai #bigdata #cloud #enterprise #genai #stockmarket #business #datacenter #technology #oracle

4 wks / cnbc


Back to Top / Sunday, February 1, 2026, 9:20 pm / permalink 18640 / 9 stories in 4 wks


BTC drops below $80,000 following $1.6 billion in monthly ETF outflows, third-worst month on record

Zack Abrams / theblock - The price of Bitcoin briefly traded below Microstrategy's cost basis for the first time since October of 2023 as top cryptocurrencies dropped on Saturday.


Ancillary issues: market ranking, mining woes, and Ether falls


Big players maneuver amid Bitcoin turbulence


Chaotic liquidity crunch sparks market collapse


Panic sentiment and technical breakdowns rock investors


All Other Stories

4 wks / cnbc


Back to Top / Saturday, January 31, 2026, 2:20 pm / permalink 18620 / 31 stories in 4 wks


The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice

Berber Jin / wsj - Nvidia CEO Jensen Huang has privately played down the likelihood the original deal will be finalized, although the two companies will continue to have a close collaboration.


CEO pushback: Firm denies deal halt, affirms major investment.

4 wks / iclarified


Stalled deal reports: Investors await definitive investment updates.

4 wks / tomshardware

5 wks / ycombinator


All Other Stories

4 wks / techxplore


Back to Top / Saturday, January 31, 2026, 12:20 am / permalink 18589 / 24 stories in 5 wks


Bitcoin drops below $84,000 as tech-led stock selloff pulls metals off record highs

Kyle Baird / theblock - Crypto liquidations topped $1 billion as leveraged long positions were flushed during the slide and the market cap dropped below $3 trillion.


Altcoin Fallout


Bitcoin Technicals & Price Woes

5 wks / mashable


Crypto Stocks & ETFs Drop


Institutions & Market Sentiment


Other


Back to Top / Thursday, January 29, 2026, 4:21 pm / permalink 18546 / 32 stories in 5 wks


Microsoft stock plunges 10% as its worst day in years sees a $357 billion market cap wipeout

Quartz Staff / qz - Along with a brutal day for software stocks, Microsoft's wipeout helped drag down the tech-heavy Nasdaq about 0.7% for the day


Cloud challenges: slow growth and capacity


Comparative AI investments: Microsoft vs Meta


Sharp selloffs and market cap wipeouts

5 wks / cnbc

5 wks / cnbc


All Other Stories


Back to Top / Thursday, January 29, 2026, 4:21 pm / permalink 18545 / 15 stories in 5 wks


Apple CEO Tim Cook Says iPhone Demand Was 'Simply Staggering' Towards End of 2025

Joe Rossignol / macrumors - Apple today reported earnings results for the fourth quarter of the 2025 calendar year, including record-breaking $143.8 billion revenue that was up 16% year-over-year. These results were driven in part by exceptionally strong iPhone sales.iPhone revenue …


AI, Devices & Services Updates

5 wks / appleinsider

5 wks / appleinsider


Record iPhone Sales Surge

5 wks / techspot

5 wks / mashable

5 wks / techxplore

5 wks / bbc

5 wks / ft


Record Q1 Earnings & Revenue

5 wks / appleinsider

5 wks / cnbc

5 wks / cnbc

5 wks / techpowerup

5 wks / appleinsider

5 wks / iclarified


Rising International & Regional Demand

5 wks / scmp

5 wks / appleinsider


All Other Stories


Back to Top / Thursday, January 29, 2026, 4:21 pm / permalink 18544 / 47 stories in 5 wks


SEC clarifies rules for tokenized stocks, tightening scrutiny on synthetic equity

Sam Reynolds / coindesk - The agency says issuer approval is required for true tokenized ownership, warning that many stock tokens sold to retail investors provide only indirect or synthetic exposure.

#blockchain #fintech #crypto #techpolicy #government #stockmarket #economy #law #sec #crypto

Back to Top / Wednesday, January 28, 2026, 11:21 pm / permalink 18518 / 7 stories in 5 wks


IBM stock soars after-hours on strong revenue performance

Paul Gillin / siliconangle - Nearly five years to the day after being named chief executive of IBM Corp., Arvind Krishna joined Chief Financial Officer James Kavanaugh in taking a victory lap today as the company posted strong fourth-quarter and full-year results, driven primarily by…

#ai #cloud #enterprise #genai #stockmarket #earnings #business #technology

5 wks / techpowerup

5 wks / cnbc


Back to Top / Wednesday, January 28, 2026, 7:20 pm / permalink 18514 / 7 stories in 5 wks


ServiceNow falls 6% despite better-than-expected fourth-quarter results

cnbc - ServiceNow announced an expanded partnership with Anthropic about a week after it inked a similar deal with competitor OpenAI.

#ai #cloud #saas #enterprise #anthropic #openai #genai #stockmarket #earnings #business

5 wks / cnbc


Back to Top / Wednesday, January 28, 2026, 4:21 pm / permalink 18508 / 8 stories in 5 wks


Meta Platforms (META) Stock: Gains Momentum on Earnings Beat as Ottawa Moves to Restore News Access

Yasmin Werner / parameter - TLDR Meta stock jumps after earnings as Canada reopens talks on news access Canada restarts talks with Meta as earnings boost stock momentum Meta rallies after earnings beat amid Canada news access negotiations Strong Meta earnings fuel stock surge as Can…


Aggressive AI spending plans

5 wks / techxplore

5 wks / cnbc

5 wks / ft


Meta vs. Microsoft showdown

5 wks / cnbc


Regulatory & news access developments


Strong earnings & record sales


All Other Stories


Back to Top / Wednesday, January 28, 2026, 4:21 pm / permalink 18507 / 18 stories in 5 wks


Tesla hits a grim milestone: its second straight year of decline

Andrew J. Hawkins / theverge - Tesla just reported its second consecutive year of declining revenue and profits, further complicating Elon Musk's $1 trillion effort to transform his company into a leader in AI and robotics. Meanwhile, the global EV market continues to grow, seemingly i…


Bleak numbers: deep revenue drops and profit declines


Pivoting to AI: scrapped models and robot ambitions

5 wks / ft

5 wks / bbc


All Other Stories


Back to Top / Wednesday, January 28, 2026, 4:21 pm / permalink 18506 / 19 stories in 5 wks


(PR) Microsoft Announces Second Quarter Fiscal Year 2026 Results

techpowerup - Microsoft Corp. today announced the following results for the quarter ended December 31, 2025, as compared to the corresponding period of last fiscal year:Revenue was $81.3 billion and increased 17% (up 15% in constant currency)Operating income was $38.3 …


AI & Cloud Investment Milestones


Earnings Highlights

5 wks / techpowerup

5 wks / ft

5 wks / cnbc


Gaming and Hardware Decline


Investor Concerns


All Other Stories


Back to Top / Wednesday, January 28, 2026, 4:21 pm / permalink 18505 / 19 stories in 5 wks


Fed holds interest rates steady, crypto markets shrug as focus shifts to new chairman

Kyle Baird / theblock - Attention is shifting beyond rate moves, with investors focused on Fed leadership and political signals shaping the 2026 policy outlook.

#crypto #banking #stockmarket #business #us #economy #crypto

5 wks / cnbc

5 wks / cnbc


Back to Top / Wednesday, January 28, 2026, 2:21 pm / permalink 18499 / 7 stories in 5 wks


ASML bookings nearly double expectations on AI demand

Erik van Klinken / techzine - ASML reported record quarterly bookings of 13.2 billion euros in Q4 2025, nearly doubling analyst predictions. The Dutch chip equipment maker’s results highlight once more that the AI infrastructure buildout shows no signs of slowing down. The Veldhoven-b…

#ai #semiconductors #chips #genai #stockmarket #earnings #business #supplychain #manufacturing #technology

5 wks / techspot

5 wks / techpowerup

5 wks / techxplore

5 wks / go

5 wks / ft

5 wks / cnbc


Back to Top / Wednesday, January 28, 2026, 3:21 am / permalink 18476 / 12 stories in 5 wks


Nvidia Invests $2 Billion in CoreWeave in AI-Factory Collaboration

Elias Schisgall / wsj - The companies said they would build AI factories on Nvidia’s computing-platform technology.


Advanced CPUs and GPUs boost CoreWeave's edge

5 wks / tomshardware


Building 5GW AI data centers with $2B commitment

5 wks / techpowerup

5 wks / ft


CEO insights and market impacts fuel industry analysis

5 wks / cnbc


Stocks surge as $2B deal sparks investor enthusiasm

5 wks / cnbc


All Other Stories


Back to Top / Monday, January 26, 2026, 8:21 am / permalink 18402 / 25 stories in 5 wks


Bitcoin slides near $87,000 as US government shutdown fears weigh on crypto

Timmy Shen / theblock - Bitcoin fell on Sunday evening as a broad risk-off mood weighed on the crypto market amid rising uncertainty in the US.


Industry & Investment Moves


Macro Safe Haven & Gold Rally


Operational & Security Issues


Trading & Market Movements


Back to Top / Monday, January 26, 2026, 3:20 am / permalink 18395 / 20 stories in 5 wks


BitGo (BTGO) stock: plunges 21% despite massive IPO demand from moomoo investors

Yasmin Werner / parameter - Subtitle Heavy selling wipes out early gains even as retail demand overwhelms IPO supply. Meta Description TLDR BitGo shares plunge 21% despite moomoo driving record IPO demand Heavy selling sends BitGo down 21% even as IPO demand triples supply BitGo dro…

#blockchain #fintech #crypto #banking #stockmarket #business #wallet #crypto

Back to Top / Friday, January 23, 2026, 6:21 pm / permalink 18349 / 4 stories in 6 wks


Intel (INTC) Stock Falls After Missing Q1 Revenue and Earnings Guidance

Trader Edge / parameter - TLDR Intel stock collapsed 13% after hours following weaker-than-expected Q1 revenue and earnings guidance The chipmaker can’t produce enough AI server chips to meet customer demand due to manufacturing issues First-quarter revenue outlook of $11.7-12.7 b…

#semiconductors #chips #stockmarket #earnings #business #supplychain #intel #economy #manufacturing

6 wks / cnbc


Back to Top / Friday, January 23, 2026, 9:21 am / permalink 18332 / 9 stories in 6 wks


Nvidia (NVDA) Stock Jumps as China Just Unlocked $30 Billion in H200 Chip Sales

Trader Edge / parameter - TLDR Nvidia shares rose 1.5% Friday after China reportedly gave preliminary clearance for H200 chip orders Alibaba, Tencent, and ByteDance received authorization to discuss specific purchase quantities Potential deal could generate $30 billion in revenue …

#ai #semiconductors #china #chips #nvidia #stockmarket #business #bytedance

Back to Top / Friday, January 23, 2026, 9:21 am / permalink 18331 / 5 stories in 6 wks


Ledger mulls New York IPO at over $4 billion valuation: FT

Brian Danga / theblock - The French hardware wallet maker has engaged investment banks to explore a US initial public offering, the Financial Times reported.

#startups #vc #cybersecurity #crypto #stockmarket #business #encryption #wallet #crypto

6 wks / sifted

6 wks / ft


Back to Top / Friday, January 23, 2026, 6:21 am / permalink 18323 / 6 stories in 6 wks


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Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

The Pentagon has designated Anthropic and its products as a “supply‑chain risk,” prompting the company to announce a court challenge. Experts warn the move could chill collaboration and talent flows into AI, while Anthropic insists it will contest the determination to protect its operations and customers. More...


Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

Oracle and OpenAI have abandoned plans to expand a flagship Texas data center, leaving substantial compute capacity up for grabs. Nvidia reportedly brokered interest from Meta to take the unused slots as OpenAI downscales that particular buildout, a move that rattled markets and highlights shifting demand for large-scale on-prem AI infrastructure. More...


SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

SoftBank is reportedly seeking up to a $40 billion loan to finance its planned stake in OpenAI, an audacious use of leverage to double down on the AI boom. The move would be one of the largest single‑company financing gambits in recent memory, raising questions about balance‑sheet strain versus potential upside. More...


OpenAI launches Codex Security agent to automatically detect software vulnerabilities

OpenAI rolled out Codex Security, an AI agent that scans codebases to find complex vulnerabilities, suggests actionable fixes, and uses sandbox testing to limit false positives. The tool has already flagged issues in major projects and aims to compete with traditional application security tooling by automating deep, contextual code review. More...


Google releases Workspace CLI enabling AI agents to access Gmail, Drive, Calendar

Google has shipped an open-source Workspace CLI that gives AI agents like OpenClaw programmatic access to Gmail, Drive, Calendar and other Workspace services via a built-in MCP server. The tool standardizes agent integration, making it easier — and slightly creepier — for automated assistants to act on users’ behalf across core productivity apps. More...



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