
Oracle beats earnings, then stock slides as it plans $20B more capital raise
A strong fiscal Q4 report collided with a new $20 billion plan, and investors decided the timing mattered more.
8 briefings · “matter”

A strong fiscal Q4 report collided with a new $20 billion plan, and investors decided the timing mattered more.

tvOS 27 developer beta and a Google TV Streamer update move Thread Border Routers toward joining existing Thread networks.

Xbox’s July 28 remake leans on skull variety for replay value, not PvP, and the full list matters.

Despite Visa’s expanding stablecoin-linked programs and agentic AI pilots, CFO Chris Suh warns ROI is not immediate.

A legendary JRPG action studio’s PC ban ends, and Steam strategy suddenly matters for every console-first rival.

Three high-profile moves in weeks means the AI public-market queue is getting crowded, fast.

Apple’s new AI push is changing the conversation from “behind” to “actually ahead,” and it matters to everyone shipping AI.

His CNBC comments set a hard timeline for Perplexity’s public-market push as Anthropic moves toward an IPO.