Oracle Corp. plans to raise $45 billion to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity, reflecting the scale of financing needed to feed AI’s growth. The company is raising money to build additional capacity to meet the contracted demand from the company’s largest cloud customers, including Advanced Micro Devices Inc., Meta Platforms Inc., Nvidia Corp., OpenAI, TikTok Inc. and xAI Corp., the company said in a statement Sunday. M ...

Tokenized Financial Infrastructure - The index provides exposure to companies involved in tokenized financial infrastructure, including stablecoin issuers and tokenization platforms, with top holdings such as Nu Holdings Ltd. and Coinbase Global, Inc. [1] - Tokenized U.S. Treasuries have grown into a multi-billion-dollar market, with nearly US$10 billion issued on-chain, indicating significant potential for long-term growth [2] Regulatory Developments - The Canadian government is introducing new legislation to regulate fiat-backed stablecoins, requiring issuers to maintain adequate reserves and implement risk management frameworks [3] - Stablecorp Digital Currencies Inc. announced that its QCAD digital token is the first Canadian dollar-linked stablecoin to receive regulatory approval, highlighting the shift towards tokenization in financial technology [4] ETF Market Expansion - Harvest Portfolios Group Inc. has expanded its U.S. single-stock ETF lineup with six new funds, employing an active covered call writing strategy and leveraging around 25%, bringing its total to 25 U.S. single-stock ETFs [6][7] - Hamilton Capital Partners Inc. launched two new ETFs, including the HAMILTON CHAMPIONS U.S. Technology Index ETF, which aims to replicate the performance of a specific technology index with top holdings like Alphabet Inc. and Apple Inc. [8] Fund Closures - RPIA is closing its RP Target 2026 Discount Bond Fund, with liquidation expected to occur in an orderly fashion by March 24 [11] - Existing unitholders have the option to switch to another RPIA mutual fund or redeem their units until March 20, with waived short-term trading fees [12]

Group 1 - Netflix is revising terms for its acquisition of Warner Bros. Discovery, considering an all-cash offer for the studios and streaming businesses to expedite the sale process [1] - The original agreement included $23.25 in cash and $4.50 in Netflix stock for Warner Bros. shareholders, with adjustments if Netflix shares fell below $97.91; Netflix shares have decreased by about 25% since the acquisition pursuit began [2] - Netflix has secured $59 billion in financing from Wall Street banks for the acquisition, one of the largest bridge loans ever, and has refinanced $25 billion with longer-term debt, maintaining a strong balance sheet and credit ratings [3] Group 2 - Paramount Skydance Corp. is actively trying to disrupt Netflix's acquisition of Warner Bros., launching a tender offer for Warner shares and extending a personal guarantee for $40.4 billion in funding [4] - Following the news of Netflix's discussions, Warner Bros. shares rose by 1.6% to $28.86, while Netflix shares increased by 1% to $90.32 [5]

CID HoldCo Inc. (NASDAQ:DAIC) shares rose 23.80% in after-hours trading on Tuesday to $1.04, following an amended Securities and Exchange Commission filing detailing a C-suite leadership change. Oracle Veteran Named CRO The company named Delores Rochester as Chief Revenue Officer, effective Jan. 5, 2026, according to Tuesday's filing. She succeeds Robert Reny, who was removed on Dec. 12; the SEC filing noted his departure involved no accounting disagreements with the company. Don't Miss: If there was a ...

U.S. stock futures rose on Friday after Thursday’s higher close. Futures of major benchmark indices advanced.On Thursday, the November report showed that annual CPI inflation slowed to 2.7% from 3% in September. Because the Bureau of Labor Statistics lacked October survey-based prices, it carried forward September levels, effectively assuming zero inflation for a missing month. Meanwhile, President Donald Trump signed an executive order on Thursday, directing federal agencies to loosen regulations on mariju ...

Market Overview - U.S. stock futures are slightly higher after a decline in the previous session, amid concerns about a "hiring recession" following the November jobs report [1] - The November Consumer Price Index is anticipated as a key inflation indicator that could influence market sentiment in the final trading days of the year [1] Treasury Bonds and Market Projections - The 10-year Treasury bond yielded 4.13%, while the two-year bond was at 3.46% [2] - The CME Group's FedWatch tool indicates a 73.4% probability that the Federal Reserve will maintain current interest rates [2] Stock Performance - The SPDR S&P 500 ETF Trust (SPY) increased by 0.23% to $672.95, and the Invesco QQQ Trust ETF (QQQ) rose by 0.55% to $603.70 in premarket trading [2] - Accenture PLC shares decreased by 0.27% ahead of its fiscal first-quarter results, with expected earnings of $3.75 per share on revenue of $18.52 billion [6] - Micron Technology Inc. shares rose by 9.61% following a better-than-expected first-quarter performance and a strong outlook for the second quarter [6] - FedEx Corp. shares fell by 0.07% pre-market, with analysts expecting earnings of $4.10 per share on revenue of $22.79 billion [6] - Nike Inc. shares increased by 0.44% ahead of its fiscal second-quarter results, with expected earnings of $0.38 per share on revenue of $12.22 billion [13] Sector Performance - On the previous trading day, Information Technology, Consumer Discretionary, and Communication Services sectors performed well, while Energy, Health Care, Real Estate, and Financials sectors saw declines [8] Economic Data and Market Sentiment - Initial jobless claims and the November consumer price index report are set to be released, which will provide insights into price pressures and regional factory activity [14]

Market Overview - U.S. stock futures are slightly higher after a decline on Wednesday, driven by concerns over a "hiring recession" following the November jobs report [1] - The November Consumer Price Index is anticipated as a crucial inflation indicator that could influence market trends for the remaining trading days of the year [1] Treasury Bonds and Market Projections - The 10-year Treasury bond yielded 4.13%, while the two-year bond was at 3.46% [2] - The CME Group's FedWatch tool indicates a 73.4% probability that the Federal Reserve will maintain current interest rates [2] Stock Performance - The SPDR S&P 500 ETF Trust (SPY) increased by 0.23% to $672.95, and the Invesco QQQ Trust ETF (QQQ) rose by 0.55% to $603.70 in premarket trading [2] - Accenture PLC shares decreased by 0.27% ahead of its fiscal first-quarter results, with expected earnings of $3.75 per share on revenue of $18.52 billion [6] - Micron Technology Inc. shares rose by 9.61% following a better-than-expected first-quarter performance and a strong outlook for the second quarter [6] - FedEx Corp. shares fell by 0.07% pre-market, with analysts expecting earnings of $4.10 per share on revenue of $22.79 billion [6] - Nike Inc. shares increased by 0.44% ahead of its fiscal second-quarter results, with expected earnings of $0.38 per share on revenue of $12.22 billion [13] Sector Performance - On Wednesday, Information Technology, Consumer Discretionary, and Communication Services sectors performed well, while Energy, Health Care, Real Estate, and Financials sectors saw declines [8] Economic Data and Market Sentiment - Initial jobless claims and the November consumer price index report are set to be released, which will provide insights into price pressures and regional factory activity [14] - Asian markets closed mixed, with some indices in the green, while most European markets opened higher [15]

Core Viewpoint - CleanSpark, Inc. (NASDAQ: CLSK) has experienced significant selling pressure, primarily due to a decline in Bitcoin prices and renewed concerns regarding the artificial intelligence (AI) sector [1][2][3]. Group 1: Stock Performance - CleanSpark's stock fell by 15.07% on Monday, closing at $11.91, marking its second consecutive day of decline [1]. - The decline in CleanSpark's stock is in line with other companies in the sector, such as Terawulf, Hut 8, and Cipher Mining, following Bitcoin's drop below the $90,000 level [2]. Group 2: Bitcoin Production - In November, CleanSpark produced 587 Bitcoins, which is a 4% decrease from the 612 Bitcoins produced in October [4]. - The average daily Bitcoin production for CleanSpark was 19.54, reflecting a 1% decline from the previous month's average of 19.75 [4]. Group 3: AI Industry Concerns - Investor sentiment has been negatively impacted by concerns over the AI bubble, particularly due to significant borrowing in the sector, exemplified by Oracle Corp.'s $108 billion in debt [3]. - There are worries about the ability of technology giants to generate profits from their heavy investments in AI [3].

Core Viewpoint - Senator Bernie Sanders has raised concerns about the significant energy demands of Big Tech, particularly highlighting Meta Platforms Inc.'s planned data center in Louisiana, which could consume more electricity than entire U.S. cities, ultimately burdening taxpayers [1][2]. Group 1: Energy Consumption Concerns - Meta's Louisiana data center is projected to use three times more electricity than all of New Orleans, raising alarms about the impact on the power grid [2]. - Additional large-scale projects, including one linked to OpenAI and Oracle Corp. in Texas, could consume enough power to serve 750,000 homes, while another Meta facility could match the electricity needs of 1.2 million households [4]. Group 2: Public Response and Resistance - Local communities are beginning to resist mega-projects due to concerns over rising energy bills, water usage, and property values, with some successful opposition leading to the abandonment of proposed data centers [5]. Group 3: Industry Trends - The rapid rise in data center demand, driven by AI, is contributing to soaring electricity consumption, with data centers currently accounting for a record 5% of total U.S. electricity consumption, a figure that could more than double in the next five years [6].

Core Viewpoint - Oracle Corp. shares dropped 11% following a report of increased spending on AI data centers and equipment, with cloud revenue growth taking longer than investors anticipated [1][4]. Financial Performance - Fiscal second-quarter cloud sales rose 34% to $7.98 billion, while infrastructure revenue increased 68% to $4.08 billion, both slightly below analysts' expectations [1][8]. - Total revenue for the quarter grew 14% to $16.1 billion, with cloud software applications rising 11% to $3.9 billion [8]. - Earnings, excluding certain items, were $2.26 per share, bolstered by a $2.7 billion pretax gain from the sale of Oracle's stake in Ampere Computing [9]. Capital Expenditures and Debt - Capital expenditures reached approximately $12 billion in the quarter, up from $8.5 billion in the previous period, exceeding analysts' expectations of $8.25 billion [4]. - Oracle anticipates capital expenditures will total about $50 billion for the fiscal year ending in May 2026, a $15 billion increase from prior forecasts [4]. - The company has accumulated around $106 billion in debt, with a negative free cash flow of $10 billion for the quarter [5]. Market Position and Strategy - Oracle is expanding its data center capabilities to support AI initiatives for clients like OpenAI, TikTok, and Meta Platforms [2][3]. - The remaining performance obligation, a measure of future revenue from bookings, surged over fivefold to $523 billion [3]. - The company aims to maintain its investment-grade debt rating despite increased scrutiny over its debt-fueled expansion [5]. Investor Sentiment - Investor concerns are growing regarding the pace at which Oracle can convert its infrastructure spending into revenue, particularly in light of the competitive landscape for AI services [4][7]. - The stock has lost about one-third of its value since September 10, reflecting waning investor enthusiasm [6].