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INSANE: 13 | Vintage Vibes

The Atomic Pivot: AI’s $50 Billion Power Move

Massive capital flows from tech giants are transforming the nuclear energy sector into the critical backbone of the modern artificial intelligence economy.

MarketBeat

Oracle defused ‘the key risk going into 2026,’ BofA argues, but the market isn’t buying it

Oracle’s statement “chips away at hyperscaler supply risks,” Bank of America said. So why did the stock start trading down on Monday? OpenAI played a part.

Fortune

Disastrous start for US TikTok as users cry censorship

New US-owned app struggled with a storm and was accused of blocking content critical of Trump – can it recover?

The Guardian - US

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Oracle said it was ‘highly confident in OpenAI’s ability to raise funds and meet its commitments.’ Cue the stock fall

Oracle’s plan to raise $50 billion had shares rising. Then a tweet about its confidence in OpenAI triggered a selloff that spoke volumes.

Fortune

TikTok says it is ‘back to normal’ after week-long outage

App has been broken since shortly after its US operations were transferred to American ownership – a decision that has brought an array of controversies

The Independent UK

Oh dear - the recent TikTok outage was due to an Oracle data center going down

Severe winter weather caused a power outage at an Oracle data center, knocking many TikTok features offline for days.

TechRadar

Stocks Set to Open Lower as Risk Sentiment Weakens, U.S. Jobs Data and Earnings in Focus

March S&P 500 E-Mini futures (ESH26) are down -0.57%, and March Nasdaq 100 E-Mini futures (NQH26) are down -0.92% this morning, pointing to a lower open on Wall Street as investors continue to sell risky assets amid a rout in precious metals.

Barchart

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‘It’s really sad’: US TikTok users rethink app over concerns about privacy and censorship

Some users are stepping away from the app after it made a deal to create a US entity and updated terms and conditions

The Guardian - US

Why TikTok’s first week of American ownership was a disaster

App endured a major outage and user backlash over perceived censorship. Now it’s facing an inquiry by the California governor and an ascendant competitor

The Guardian - US

What the US TikTok takeover is already revealing about new forms of censorship

It’s not what we can or cannot say that matters – rather, it’s whether what we say can get any visibility at all under the US-specific algorithm, says academic Paolo Gerbaudo

The Guardian - UK

Microsoft’s $440 billion wipeout, and investors angry about OpenAI’s debt, explained

Microsoft’s stock has plummeted 12% owing to a slight miss on revenue, showing how spooked investors are by the “spend now, profit later” AI market.

Fortune

Truly divine coffee – but devilishly expensive: Sage Oracle Jet espresso machine review

This premium assisted machine makes every caffeinated drink under the sun, from flat whites to cold brew, but true baristas may itch for more freedom

The Guardian - UK

TikTok outage live updates — 'major infrastructure issue' revealed, and what's going on with TikTok's Terms of Service?

TikTok USA is experiencing severe disruptions that started just hours after the deal was signed to transition it into America. Here's what is happening.

Tom’s Guide

Is TikTok Censoring ICE Content? Why Users Are Deleting the App After Its US Takeover

TikTok’s new US venture backed by Trump‑aligned investors, is rolling out fresh rules just as ICE‑related videos glitch & app deletions jump.

Pedestrian.tv

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Fortune

Why China’s ByteDance could be a big winner in its TikTok deal with Trump

ByteDance gets to keep its algorithm, manage activities like e-commerce—and focus on its next battle, AI.

Barchart

Why 1 Analyst Just Slashed Their Price Target on Oracle Stock by More than 30%

Oracle is ramping up its AI ambitions. But Morgan Stanley’s analyst just slashed its price target, warning heavy infrastructure spending could pressure earnings and cap near-term growth.

International Business Times UK

What Caused TikTok Outage in the US? Joint Venture Blames Data Center Power Failure

TikTok explains its US outage after a data centre power failure, as users report zero views, stalled reach and delayed analytics recovery.

International Business Times UK

TikTok Under Investigation After Quietly Censoring 'Epstein' From TikTok Messages Days After Trump-Ally Takeover

TikTok is under formal review by California authorities after reports emerged that users were unable to send the word 'Epstein' in direct messages shortly after a major change in US ownership.

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International Business Times UK

Larry Ellison Says AI Race Will be Led by Those with Access to Private Enterprise Data

Larry Ellison believes AI's future hinges on private enterprise data, with models trained on public data becoming increasingly commoditised.

Kiplinger

Yes, Artificial Intelligence Stocks Are Booming

It's fair to ask about the latest tech boom, "Is it really different this time?"

Reason

Landmark Social Media Addiction Trial Starts Today in California

In the first social media addiction case to reach a jury, K.G.M. claims TikTok, YouTube, and other platforms are responsible for her depression, anxiety, and poor self esteem.

International Business Times UK

Americans Say They 'Miss Free Speech' From China as US-Owned TikTok Censors Anti-Trump Posts

Americans are now claiming that China gave TikTok more freedom before it became a US-owned app. Are anti-Trump posts really being censored?

Axios

The challenges facing the Ellisons' media empire

The Ellison's portfolio spans CBS News, Paramount Pictures, a piece of TikTok U.S. and could add CNN and HBO.

Fortune

Meet TikTok’s new U.S. CEO: Adam Presser, a Harvard business and law grad with an affinity for Chinese movies

"For three years in high school, I watched Chinese movies and had this incredibly eye-opening experience,” Presser said in a 2023 interview.

MarketBeat

Can ‘Year of Refresh’ Thesis Reignite Arista’s AI Growth Story?

Piper Sandler recently upgraded Arista Networks from Neutral to Overweight. Does the bullish sentiment justify the company's sky-high valuation?

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