ROMAINE: A BOUNCEBACK AND U.S. MANUFACTURING LEADS TO REBOUND IN U.S. EQUITIES. HERE AT BLOOMBERG HEADQUARTERS IN NEW YORK, I'M ROMAINE BOSTICK. KATIE: WE'RE KICKING YOU OFF TO THE CLOSING BELL HERE IN THE U.S., THE S&P 500 HEADING FOR RECORD HIGH.HIGHER BY ABOUT .5% RIGHT NOW. WE HAD U.S. ISM MANUFACTURING COME IN STRONG AS MORNING, YOU SEE THAT IN THE NASDAQ 100, GIVING A LIFT TO YIELDS. FOR KNOCKING ON THE DOOR OF 4.30%, THEN YOU LOOK AT THE DOLLAR, CONTINUING TO RALLY.BLOOMBERG DOLLAR SPOT INDEX HIGHER ...

>> "BLOOMBERG TECH," LIVE FROM COAST-TO-COAST, WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. CAROLINE: COMING UP, DISNEY SHARES SINKING AFTER GIVING A TEPID GROWTH OUTLOOK AS THE MARKET AWAITS NEWS ON WHO WILL BE THEIR NEW LEADER. ORACLE, RAISING MORE DEBT AS THEY LOOK TO RAISE OF 45 TO 50 BILLION IN BOND AND ASK AND CAPACITY.SOURCES SAY ELON MUSK IS AN ADVANCED TALKS TO COMBINE SPACEX WITH XAI. MORE DETAILS WITH A CHECK ON THE MARKETS AND IN CERTAIN AREAS, WE BREATHE THE SIGHS OF RELIEF AF ...

Disney - 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]

Oracle's 5-year credit default swaps tumbled 17% after the software vendor's plan to raise $50 billion in debt and equity bolstered investor confidence that the company will be able to avoid a credit downgrade as it funds its artificial intelligence buildout. "Equity financing significantly inhibits the downside for credit," Andrew Keches, a credit analyst at Barclays, wrote in a note to clients on Monday. Keches upgraded Oracle's debt to overweight and said that its CDS should compress further.Credit defau ...

here to discuss is Bradley Tusk. Tus Tusk Ventures founder and CEO. It's great to see you, Bradley.How are you thinking about this. >> Um, I think that in a lot of ways the excitement that the hyperscalers had kind of got away from them a little bit and it's starting to face reality. So, there's two big things.So, let's take the Oracle announcement today. I understand that if they believe that they have customers um for uh the cloud services and they need more you know capex to be able to then build it and ...

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced news journalists who produce independent content across various financial markets [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights into sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is committed to adopting technology to enhance its content creation and workflow processes [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]

Software giant, Oracle Corporation (NYSE:ORCL) , has revealed that it is planning to raise between $45 billion and $50 billion in 2026 for the expansion of its cloud infrastructure capacity. • Oracle stock is trading near recent lows. What should traders watch with ORCL?Oracle’s debt insurance cost against default reached a five-year peak in December last year. Since its peak in September, Oracle's stock has plummeted 50% and fallen a further 11% following disappointing quarterly results in December, report ...

Boost.][Elon Musk Says Optimus Robots Are Coming Your Way. That Has Tesla Stock on the Rise.][Meta Is a Top S&P Gainer Today. Here's Why The Social-Media Stock Is Surging.][These Two Charts Sum Up the AI Stock Rally in 2026][What 'Agentic Commerce' Means—And How a Walmart Exec Thinks AI Could Help You Shop][CoreWeave Stock Soars as Nvidia Boosts Its Investment—What You Need to Know][Would You Pay for Facebook? Get Ready for More Social Media Subscription Plans][Why Sandisk, Memory Stocks Have Soared While t ...

Core Viewpoint - Recent developments surrounding NVIDIA Corp and OpenAI have heightened investor scrutiny, but these are seen as constructive steps that bolster the long-term momentum of the AI revolution [1] Group 1: NVIDIA's Investment Plans - NVIDIA plans to build at least 10 gigawatts of computing power for OpenAI and invest up to $100 billion, making CEO Jensen Huang's comments critical for investor sentiment [2] - Huang clarified that NVIDIA's investment will not exceed $100 billion while expressing strong support for OpenAI and CEO Sam Altman, which eases fears about OpenAI becoming "too big to fail" [3] Group 2: Market Reactions and Analyst Insights - Investor anxiety around circular financing and "too big to fail" concerns has turned NVIDIA's planned investment into a closely watched market issue [1] - Transparency from both NVIDIA and Oracle supports a bullish outlook on tech stocks, as AI-driven capital spending and enterprise monetization are expected to accelerate in 2026 [4] - NVIDIA stock was down 0.72% at $189.96 at the time of publication [4]

Oracle shares were higher on Monday after the company disclosed plans to raise between $45 billion and $50 billion in funding as it accelerates investment in cloud infrastructure designed to support a... ...