Oracle(US:ORCL) Youtube·2026-02-02 22:48Disney - Disney shares are declining due to a tepid growth outlook and concerns about international visitor numbers to parks [1][4][6] - The company reported record sales of $10 billion in parks for the previous quarter but has concerns about the current quarter's outlook [5][6] - The board is expected to vote on Bob Iger's successor, with Josh D'Amaro, head of parks, being a leading candidate [6][9][14] Oracle - Oracle is planning to raise between $45 billion to $50 billion in a mix of equity and debt to finance AI infrastructure [1][47][48] - The company is expected to experience negative free cash flow in the coming years as it builds massive data centers [48][49] - Investors are concerned about Oracle's ability to maintain its investment grade amid these financing efforts [49][51] SpaceX and XAI - Elon Musk is in advanced talks to combine SpaceX with XAI, potentially creating a significant conglomerate [2][38][39] - SpaceX is valued at approximately $800 billion, while XAI has a valuation of $200 million [38][39] - The merger discussions are happening behind the scenes, with little public information available [42][43] Cryptocurrency Market - Bitcoin has seen a significant decline, dropping nearly 11% in January, marking its longest streak of monthly declines since 2018 [74][75] - The bearish sentiment in the crypto market is affecting exchanges, with trading volumes decreasing [71][72] - Investors are becoming increasingly unhappy with Bitcoin, leading to a wave of liquidations [73][74] AI and Tech Sector - Companies are tapping into various debt markets to finance AI infrastructure, with Oracle's deal being a notable example [55][56] - The cost of data center buildout is expected to exceed $3 trillion, prompting many tech companies to seek financing [55] - There is a growing concern about transparency in off-balance-sheet borrowing, which could lead to market unease [61][62]