CNBC·2025-12-11 13:06Group 1: Oracle's Earnings Report - Oracle missed analysts' expectations for revenue, resulting in an 11% drop in shares during extended trading, which also negatively impacted other AI-related stocks like Nvidia and CoreWeave [2] - Despite the revenue miss, Oracle's quarterly earnings per share exceeded Wall Street forecasts, and its remaining performance obligations increased over 400% year-over-year, driven by new commitments from companies such as Meta and Nvidia [3] Group 2: U.S. Oil Tanker Seizure - The U.S. seized a large oil tanker off the coast of Venezuela, identified as the Skipper, which was reportedly en route to Cuba and had been sanctioned for its involvement in an illicit oil shipping network [4] - Following the announcement of the seizure, oil prices experienced a notable increase [4] Group 3: Rivian's AI Initiative - Rivian is hosting its first "Autonomy and AI Day" to showcase its in-house technology for new electric vehicles, as the company seeks to pivot towards artificial intelligence [7] - The move comes amid challenges in Rivian's core EV business, which has not met expectations since its IPO, and the company continues to incur significant annual losses despite cost-cutting efforts [8] Group 4: Coca-Cola Leadership Change - Coca-Cola announced that Henrique Braun will succeed James Quincey as CEO, effective at the end of March, after Quincey's eight-year tenure [9] - Under Quincey's leadership, Coca-Cola has generally outperformed rival Pepsico, although the company faces challenges with cooling demand due to inflationary pressures affecting lower-income consumers [10]