SPOTIFY WILL TEST A “PROMPT PLAYLIST” FEATURE THAT LETS USERS DIRECTLY SHAPE RECOMMENDATIONS BY TYPING IDEAS, GIVING THEM MORE CONTROL OVER THE ALGORITHM WHILE USING LISTENING HISTORY AND WEB DATA TO GENERATE PLAYLISTS.
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DELL: HAD A GREAT MEETING EARLIER WITH U.S. ENERGY SECRETARY WRIGHT.
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IBM CEO REQUESTS PRESIDENT TRUMP TO LESSEN CONTROLS ON SELECTED NATIONS
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TRUMP SAID HE SPOKE “IN PRETTY STRONG WORDS” WITH EUROPEAN LEADERS ON UKRAINE, SAID A MEETING WITH ZELENSKIY AND THE U.S. IS BEING REQUESTED THIS WEEKEND, AND ADDED HE’LL DECIDE ON ATTENDING AFTER SEEING WHAT EUROPE “COMES BACK WITH,” WHILE NOTING UKRAINE HASN’T HELD AN ELECTION
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TRUMP: SAYS CNN SHOULD BE SOLD IN ANY DEAL — EITHER GUARANTEED AS PART OF A TRANSACTION OR SOLD SEPARATELY — AND REITERATES HIS VIEW THAT CNN SHOULD BE SOLD WITH OTHER ASSETS.
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UKRAINE OFFICIALLY RESPONDS TO U.S. PEACE PLAN UNDER TRUMP PRESSURE — AXIOS.
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ORACLE Q2 EARNINGS — KEY NUMBERS (IMPORTANT ONLY)
ADJ REVENUE: $16.06B (vs est. $16.21B — MISS)
ADJ EPS: $2.26 (vs est. $1.64 — BIG BEAT)
ADJ OPER INCOME: $6.72B (vs est. $6.82B — SLIGHT MISS)
ADJ OPER MARGIN: 42% (vs est. 42.2%) — INLINE
CLOUD REVENUE (TOTAL IaaS + SaaS):
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ADJ REVENUE: $16.06B (vs est. $16.21B — MISS)
ADJ EPS: $2.26 (vs est. $1.64 — BIG BEAT)
ADJ OPER INCOME: $6.72B (vs est. $6.82B — SLIGHT MISS)
ADJ OPER MARGIN: 42% (vs est. 42.2%) — INLINE
CLOUD REVENUE (TOTAL IaaS + SaaS):
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ORACLE Q2 EARNINGS — KEY NUMBERS
ADJ REVENUE: $16.06B (vs est. $16.21B — MISS)
ADJ EPS: $2.26 (vs est. $1.64 — BIG BEAT)
ADJ OPER INCOME: $6.72B (vs est. $6.82B — SLIGHT MISS)
ADJ OPER MARGIN: 42% (vs est. 42.2%) — INLINE
CLOUD REVENUE (TOTAL IaaS + SaaS): $8.0B (vs est.
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ADJ REVENUE: $16.06B (vs est. $16.21B — MISS)
ADJ EPS: $2.26 (vs est. $1.64 — BIG BEAT)
ADJ OPER INCOME: $6.72B (vs est. $6.82B — SLIGHT MISS)
ADJ OPER MARGIN: 42% (vs est. 42.2%) — INLINE
CLOUD REVENUE (TOTAL IaaS + SaaS): $8.0B (vs est.
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ADOBE Q4 EARNINGS — IMPORTANT ONLY
REVENUE: $6.19B (est $6.11B)
ADJ EPS: $5.50 (est $5.39)
RPO: $22.52B (est $22.28B)
GUIDANCE
Q1 REVENUE: $6.25B–$6.30B (est $6.24B)
Q1 ADJ EPS: $5.85–$5.90 (est $5.66)
2026 REVENUE: $25.9B–$26.1B (est $25.9B)
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REVENUE: $6.19B (est $6.11B)
ADJ EPS: $5.50 (est $5.39)
RPO: $22.52B (est $22.28B)
GUIDANCE
Q1 REVENUE: $6.25B–$6.30B (est $6.24B)
Q1 ADJ EPS: $5.85–$5.90 (est $5.66)
2026 REVENUE: $25.9B–$26.1B (est $25.9B)
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ADOBE Q4 EARNINGS
REVENUE: $6.19B (est $6.11B)
ADJ EPS: $5.50 (est $5.39)
RPO: $22.52B (est $22.28B)
GUIDANCE
Q1 REVENUE: $6.25B–$6.30B (est $6.24B)
Q1 ADJ EPS: $5.85–$5.90 (est $5.66)
2026 REVENUE: $25.9B–$26.1B (est $25.9B)
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REVENUE: $6.19B (est $6.11B)
ADJ EPS: $5.50 (est $5.39)
RPO: $22.52B (est $22.28B)
GUIDANCE
Q1 REVENUE: $6.25B–$6.30B (est $6.24B)
Q1 ADJ EPS: $5.85–$5.90 (est $5.66)
2026 REVENUE: $25.9B–$26.1B (est $25.9B)
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OIL REBOUNDED AS THE US SEIZURE OF A VENEZUELAN TANKER RAISED SHORT-TERM SUPPLY RISK, THOUGH GAINS WERE CAPPED BY PERSISTENT GLOBAL OVERSUPPLY.
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GLOBAL MARKETS RALLIED AS THE FED DELIVERED A THIRD STRAIGHT RATE CUT, SIGNALED CONFIDENCE IN ECONOMIC GROWTH, AND FRAMED THE MOVE AS A CAUTIOUS NORMALIZATION RATHER THAN THE START OF AGGRESSIVE EASING.
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US BLUEPRINT TO REWIRE ECONOMIES OF RUSSIA & UKRAINE SPARKS CLASH WITH EUROPE — WSJ.
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COCA-COLA WILL NAME HENRIQUE BRAUN AS CEO IN 2026, WITH JAMES QUINCEY BECOMING EXECUTIVE CHAIRMAN AND BRAUN SET FOR BOARD NOMINATION AT THE 2026 ANNUAL MEETING.
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BONDI: U.S. EXECUTED SEIZURE WARRANT FOR TANKER CARRYING SANCTIONED VENEZUELAN AND IRANIAN OIL.
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GOOGLE: ANNOUNCES MAJOR UPGRADES TO GEMINI 2.5 FLASH AND GEMINI 2.5 PRO TTS PREVIEW MODELS.
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