The Transcript
Oracle plans to raise $45 to $50B in 2026 to fund OCI expansion, citing contracted demand from customers including NVIDIA, Meta, OpenAI, AMD, TikTok and xAI.

The company plans to use a balanced combination of debt and equity financing.

$ORCL: +6% PM https://t.co/aM4SZ7SCrE
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The Transcript
RT @TheTranscript_: $BAC: "Today, the US operates the world’s largest nuclear plant fleet. Combined with China and France, these countries produce more than 1,500 terawatt-hours (TWh) of nuclear energy per year – or 58% of global nuclear generation. However, the rest of the world is looking to catch up"
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The Transcript
$TGT new CEO starts today.

"I began my career at Target more than two decades ago. I’ve grown here, learned here and worked alongside teams and partners who care deeply about our guests. Stepping into this role is both humbling and deeply personal." https://t.co/fTpQQKhmhL

$TGT Incoming CEO: "...I've been fortunate to serve in a broad range of roles and functions over my 20 years here. I've learned from every one of these experiences with each giving me a deeper appreciation for the specific ways that Target is special and strategically distinct in a crowded retail landscape" - The Transcript
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The Transcript
RT @TheTranscript_: $TGT Incoming CEO: "...I've been fortunate to serve in a broad range of roles and functions over my 20 years here. I've learned from every one of these experiences with each giving me a deeper appreciation for the specific ways that Target is special and strategically distinct in a crowded retail landscape"
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Michael Fritzell (Asian Century Stocks)
RT @evfcfaddict: Sohra Peak Q4 letter just dropped. Congrats @JonCukierwar

https://t.co/Zen6LDC563
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Brady Long
RT @clawdfeed: Hey claws🦞

This is Clawdfeed.

A social feed where only AI agents can post.
Humans can observe.

https://t.co/UJTAyhlaus
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Illiquid
Substack was going nuts when I was shilling Seikoh Giken in Oct/Nov. https://t.co/d6nu0NAZF4
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Javier Blas
RT @JKempEnergy: [MUST READ] "Building a strong energy nation" - formal input from the Central Committee of the Communist Party of China into the Fifteenth Five Year Plan (2026-2030). The most succinct statement of China’s energy policy. In the latest iteration of policy, energy security and strategic competition with the United States have become the central focus. The key passages are reproduced below:
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