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BIZARRE: 24 - What They Never Told You

AI hyperscalers have room for 'elevated debt issuance' — even after their recent bond binge, BofA says

Hyperscalers' overall debt burden is actually getting lighter as the debt-to-cash ratio should dip to 0.75 in 2025 from 0.94 in 2023.

Fortune

META Rises Amid Tech Decline, Trump's AI Order Praised By Analyst

President Trump's new executive order on AI looks like a step in the right direction for Big Tech. One analyst calls it a "major win" for companies like META.

MarketBeat

Stocks Climb as Tech Shares Rally

The S&P 500 Index ($SPX ) (SPY ) today is up by +0.67%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up by +0.56%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.94%. March E-mini S&P futures (ESH26 ) are up +0.62%, and March...

Barchart

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Stocks Supported by Strength in Cloud Stocks and Chip Makers

The S&P 500 Index ($SPX ) (SPY ) today is up by +0.63%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up by +0.52%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.08%. March E-mini S&P futures (ESH26 ) are up +0.61%, and March...

Barchart

OpenAI's Stargate data center gets approval to receive 1.4 gigawatts of power in Michigan — some residents furious as energy company is given go-ahead by regulatory body without hearing opposition

The Michigan Public Service Commission approved the 1.4-gigawatt contract between DTE Energy and a Stargate data center, raising fears that energy prices will spike for residents in the area.

Tom’s Hardware

FIA reveals F1 2026 entry list as Sauber name makes surprise appearance

Several teams have tweaked their official names on Formula 1's 2026 entry list, while Lando Norris and Max Verstappen will race with new numbers

Motorsport

Sauber name makes surprise appearance on 2026 F1 entry list

Several teams have tweaked their official names on Formula 1's 2026 entry list, while Lando Norris and Max Verstappen will race with new numbers

Autosport

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TikTok strikes deal to keep operating in the US after months of uncertainty

Euronews

Warner Bros sale: The $100bn battle for the soul of Hollywood

The bidding war for Warner Bros will determine the future of film — will London escape the fallout?

Evening Standard

ByteDance Signs TikTok US Deal As Forced Sale Fears Peak — Creators Face Upheaval

TikTok's future in the States has been secured through a deal with Oracle, Silver Lake, and MGX. After several extensions by Donald Trump to avoid a ban, ByteDance agreed to sell a majority stake to this US-led group.

International Business Times UK

Scoop: TikTok signs deal for sale of U.S. unit after yearslong saga

The deal would end a yearslong saga to force TikTok's Chinese parent ByteDance to sell the company's U.S. operation.

Axios

ByteDance Signs Binding Deal To Spin Off TikTok US Into Majority-American Joint Venture

Under the deal, the U.S. version of TikTok will become majority-owned by American investors, satisfying the core requirement of a bipartisan law passed by Congress in 2024 that sought to address national security concerns tied to the app's Chinese ownership.

International Business Times

TikTok signs Trump-backed deal to avoid US ban

Joint venture will take over part of app’s US operations, including data protection, algorithm security and content moderation

The Guardian - UK

Oracle's latest Ampere offers something different to hyperscalers - new cloud platforms offer up to 192 custom Arm cores, and aren't OCI exclusive, unlike Graviton or Cobalt

Oracle launches A4 Standard cloud instances with AmpereOne M cores, offering high-performance CPU configurations and emphasizing silicon neutrality for flexible deployments.

TechRadar

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The Independent UK

TikTok finally signs deal to sell its US entity to joint venture controlled by American investors

Oracle, Silver Lake and Abu Dhabi-based MGX hold 15 percent each in deal that averts app’s shutdown in US

The Independent UK

TikTok signs deal to sell US unit to American investors, including Oracle, Silver Lake

TikTok has signed a deal to sell its U.S. business to three American investors — Oracle, Silver Lake and MGX — ensuring the popular social video platform can continue operating in the United States

MarketBeat

Broadcom Stock Crashes 20%—But Wall Street Sees It Soaring to $500

In the face of a huge sell-off in Broadcom, Wall Street analysts are expressing bullishness, with price targets moving up significantly.

TechRadar

Auto giant LKQ says it's the latest firm to be hit by Oracle EBS data breach

Cl0p claimed to have breached LKQ, but the attack was confirmed only recently.

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The Guardian - US

‘Uniquely evil’: Michigan residents fight against huge datacenter backed by top tycoons

Locals band together in David v Goliath fight against facility they say would jack up bills, increase pollution and destroy area’s character

Fortune

‘Big Short’ investor Michael Burry piles misery onto tech stocks after Oracle fails to close AI debt deal

Of course, Burry has a conflict of interest in the form of a $1.1 billion short bet against AI stocks. So take his doom-mongering with a pinch of salt.

Barchart

Stocks Climb Before the Open on Micron Boost Ahead of U.S. Inflation Data

December S&P 500 E-Mini futures (ESZ25) are up +0.46%, and December Nasdaq 100 E-Mini futures (NQZ25) are up +0.74% this morning as forecast-beating quarterly results and guidance from Micron boosted sentiment.

Axios

Why Oracle keeps sparking AI-bubble fears

Oracle's stock, already in a deep slump, is still stumbling, and jarring investors.

Barchart

Stocks Settle Sharply Lower as Tech Stocks Routed

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down by -1.16%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed down by -0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -1.93%. December E-mini S&P futures (ESZ25 ) fell -1.02%, and December...

Kiplinger

Nasdaq Sinks 418 Points as Tech Chills: Stock Market Today

Investors, traders and speculators are growing cooler to the AI revolution as winter approaches.

Barchart

Oracle's Unusual Put Options Activity - A Contrarian Signal - Should Investors Buy ORCL Stock?

Huge, unusual volume of out-of-the-money put options activity in Oracle stock may be a contrarian signal. Are investors overlooking its long-term value? This article takes a closer look at its cash flow and a 12-month target price.

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