Oracle Corp

• Netflix likely to adjust Warner Bros. Discovery offer to make it all-cash - Netflix is likely to amend its offer for Warner Bros. Discovery's streaming and studio business after reaching an earlier agreement in December.
• Data center REIT CEO says real estate ‘not in an oversupply state’ - Andy Power, CEO of Digital Realty says data center real estate is not oversupplied as hyperscalers like Nvidia, Amazon, Google and Meta announce more projects.
• Trump says Microsoft will make changes to ensure consumers don't pay for power used in AI buildout - President Trump said in a social media post that Microsoft will "make major changes beginning this week" to make sure Americans don't see rising energy costs.
• OpenAI and SoftBank announce $1 billion investment in SB Energy as part of massive AI buildout - OpenAI and SoftBank agreed to invest $1 billion into a SoftBank-backed energy provider as the companies prepare for a massive buildout of AI data centers.
• Microsoft revealed as company behind controversial data center proposal in Michigan township - Locals have concerns about water use in a township that has dealt with shortages.
• WBD once again rejects Paramount offer in favor of Netflix deal - Warner Bros. Discovery's board still sees its deal with Netflix as the superior option over Paramount's recently amended hostile offer.
• DeepSeek blew up markets year ago. Why hasn't it done so since? - Nearly a year on from the Chinese AI company shaking the tech world, CNBC digs into why DeepSeek's recent model releases haven't caused the same frenzy.
• Meet the 2026 stock market. It's the same AI-reliant market of 2025 - Tech's outperformance to start the new year suggests the AI trade still has legs, at least for now.
• Dust to data centers: The year AI tech giants, and billions in debt, began remaking the American landscape - Big Tech is remaking the U.S. map into an AI empire — kingdom-scale data centers, unprecedented debt, power constraints, and a near-religious belief in scaling.
• Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI buildout - Investors want to know if Oracle, under new CEOs Clay Magouyrk and Mike Sicilia, can pay for and deliver data centers packed with Nvidia chips for OpenAI.