Oracle Plans $50B Raise
According to Investing.com, “Oracle says it plans to raise up to $50 billion in debt and equity this year”, a move to expand Oracle Cloud Infrastructure to meet contracted demand from major customers and to fund *AI* data‑center capacity. ([investing.com](https://www.investing.com/news/stock-market-news/oracle-plans-to-raise-45-billion-to-50-billion-in-2026-4477731?utm_source=openai)) [Investing.com](https://www.investing.com/news/stock-market-news/oracle-plans-to-raise-45-billion-to-50-billion-in-2026-4477731)
Microsoft Stock Tumbles After Earnings
According to Yahoo Finance, “Microsoft Q2 earnings beat, but stock plummets as investors fret on AI spend, cloud growth”, markets reacted to slower Azure momentum and soaring capex, raising concerns about near‑term returns on *cloud* investments. ([finance.yahoo.com](https://finance.yahoo.com/news/microsoft-q2-earnings-beat-but-stock-plummets-as-investors-fret-on-ai-spend-cloud-growth-154618162.html?utm_source=openai)) [Yahoo Finance](https://finance.yahoo.com/news/microsoft-q2-earnings-beat-but-stock-plummets-as-investors-fret-on-ai-spend-cloud-growth-154618162.html)
OpenAI Retires GPT‑4o in ChatGPT
According to OpenAI, “Retiring GPT‑4o, GPT‑4.1, GPT‑4.1 mini, and OpenAI o4‑mini in ChatGPT”, these models will be removed from the ChatGPT interface on Feb 13, 2026 while API access remains; users are urged to *migrate* to GPT‑5.2 for continuity. ([openai.com](https://openai.com/index/retiring-gpt-4o-and-older-models/?utm_source=openai)) [OpenAI](https://openai.com/index/retiring-gpt-4o-and-older-models/)
Jobs report delayed — According to the Associated Press, “Labor Department delays January jobs report because of partial shutdown,” as the BLS has suspended early‑February releases, removing a key ‘jobs’ datapoint and leaving investors and policymakers without fresh labor data until funding is restored. [AP](https://apnews.com/article/0f327d71037f89afb818ea78b1162010)
Markets wobble on Fed pick — According to the Associated Press, “US stocks fall while a break in gold fever sends metals prices plunging,” as President Trump’s nomination of Kevin Warsh rattled equity futures and triggered a precious‑metals selloff while markets repriced ‘Fed’ policy and rate expectations. [AP](https://apnews.com/article/7f0eadba91bc2e550945eb49bc1085f3)
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