Articles from www.bloomberg.com

Articles from www.bloomberg.com

Oracle says it plans to raise $45B to $50B in 2026 to build additional capacity for its cloud infrastructure through a combination of debt and equity sales (www.bloomberg.com)
2026-2-2 Oracle Equity

SpaceX and Tesla are feeling the gravitational pull toward xAI, as Elon Musk looks to use his empire to fund xAI's ravenous appetite for cash and compute (www.bloomberg.com)
2026-2-2 Tesla Elon Musk SpaceX

Sources: Apple execs question if it has the ingredients to win in AI-first era, new MacBook Pros are about to launch, Apple considers clamshell foldable iPhone (www.bloomberg.com)
2026-2-2 iPhone AI Apple MacBook

Nomura: total returns for software debt in collateralized loan obligations have been lower than all other sectors in 2026, amid fears about AI's impact on SaaS (www.bloomberg.com)
2026-2-1 SaaS AI

Bitcoin has fallen to ~$78K, down ~7% in 24 hours, over 12% in the past week, and down ~37% since its ATH in Oct. 2025; Ethereum dropped ~18% in the past week (www.bloomberg.com)
2026-2-1 Bitcoin Ethereum

Nvidia CEO Jensen Huang said the company will “absolutely” be involved in OpenAI's current funding round, though the investment will be “nothing like” $100B (www.bloomberg.com)
2026-2-1 Nvidia

A look at South Park Commons, the VC firm behind a startup community focusing on idea exploration over immediate business plans, as it aims to raise $500M (www.bloomberg.com)
2026-1-31 Startup

Taiwan's GDP rose 12.68% in Q4 2025, its fastest quarterly growth since 1987; full-year GDP grew 8.63%, topping the 7.5% forecast on AI demand for tech products (www.bloomberg.com)
2026-1-31 Taiwan AI 4Q GDP

Sources: Apple lost at least four more AI researchers in recent weeks, two of whom went to Meta and one to DeepMind; a top Siri executive left for DeepMind (www.bloomberg.com)
2026-1-31 AI Apple

Costco will use Instacart's white-label e-commerce service to offer grocery delivery in Spain and France, extending their partnership beyond North America (www.bloomberg.com)
2026-1-31 France U.S. Spain

Oura CEO Tom Hale says the company has no plans to abandon its subscription model, even as rivals experiment with cheaper hardware and no recurring fees (www.bloomberg.com)
2026-1-31

Filing: Chinese chip designer Montage plans to raise up to ~$902M in a Hong Kong IPO, pricing shares at ~$13.69, and expects trading to start February 9 (www.bloomberg.com)
2026-1-30 China Hong Kong IPO

Apple's Q1 sales in greater China surged 38% to $25.5B; Tim Cook attributed the increase to users upgrading and switching from other platforms to iPhone 17 (www.bloomberg.com)
2026-1-30 China iPhone Apple Tim Cook

Perplexity signs a deal with Microsoft; sources say the $750M, three-year commitment will let Perplexity deploy AI models through Microsoft's Foundry service (www.bloomberg.com)
2026-1-30 Microsoft AI

Sources: special agents with the US Commerce Department investigated claims by ex-Meta contractors that Meta staff had “unfettered” access to WhatsApp messages (www.bloomberg.com)
2026-1-30 WhatsApp

Sources: SpaceX is considering a potential merger with Tesla, an idea some investors are pushing, while separately exploring a tie-up between SpaceX and xAI (www.bloomberg.com)
2026-1-30 Tesla SpaceX

Grubhub plans to remove delivery and service fees on restaurant orders over $50 starting Feb. 2; Grubhub's US market share fell to ~4% in 2025 from 10% in 2023 (www.bloomberg.com)
2026-1-30

Crypto exchange Bybit plans to offer banking services via “MyBank” accounts that can hold USD and other currencies, set to launch in February pending approvals (www.bloomberg.com)
2026-1-30

Munich-based RobCo, which makes robotic arms and factory automation software, raised $100M led by Lingotto and Lightspeed, a source says at a $500M+ valuation (www.bloomberg.com)
2026-1-29 Robot Munich

Amazon reported hundreds of thousands of pieces of potential CSAM in AI training data to NCMEC in 2025; child safety officials say Amazon didn't give the source (www.bloomberg.com)
2026-1-29 Amazon AI

STMicro reports Q4 net revenue up 0.2% YoY to $3.33B, operating income down 66% YoY to $125M, and forecasts Q1 2026 net revenue of $3.04B, above $2.92B est. (www.bloomberg.com)
2026-1-29 4Q

SAP reports Q4 revenue up 3% YoY to €9.68B, adjusted operating profit up 27% YoY to €2.83B, and forecasts 2026 cloud revenue to grow at least 23% YoY to €25.8B (www.bloomberg.com)
2026-1-29 4Q

Advantest shares hit a record high after the chip equipment maker beat Q3 earnings estimates and raised its FY operating profit forecast from $2.45B to $2.97B (www.bloomberg.com)
2026-1-29

New York-based Sword Health, which develops AI-powered tech for managing pain and offers remote physical therapy, agrees to acquire rival Kaia Health for $285M (www.bloomberg.com)
2026-1-29 AI New York

Job listings show that DeepSeek hopes to broaden its AI offerings with a search engine capable of supporting multiple languages and more emphasis on agents (www.bloomberg.com)
2026-1-29 AI

Tesla says it agreed to invest $2B in xAI for preferred shares as part of xAI's Series E, despite a shareholder vote in November that failed to win approval (www.bloomberg.com)
2026-1-29 Tesla

Microsoft says capital expenditures for Q2 hit $37.5B, exceeding analyst estimates for $36.2B; MSFT drops 4%+ after hours (www.bloomberg.com)
2026-1-29 Microsoft

IBM reports Q4 revenue up 12% YoY to $19.7B, vs. $19.2B est., and projects 2026 revenue growth and free cash flow above estimates; IBM jumps 8%+ after hours (www.bloomberg.com)
2026-1-29 IBM 4Q

Meta projects 2026 capital expenditures will be $115B to $135B, exceeding the $110.6B average analyst estimate and up from $72.2B in 2025 (www.bloomberg.com)
2026-1-29

Decagon, which offers AI-powered customer service agents, raised a $250M Series D led by Coatue and Index Ventures at a $4.5B valuation, up from $1.5B in June (www.bloomberg.com)
2026-1-29 AI

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