Janet Harrison

Janet Harrison · Jun 11, 2026 · 2:52 AM

Oracle raised $48 billion this fiscal year and plans to raise $40 billion more, and the market still sent the stock down 7%

Oracle posted record Q4 revenues of $19.2 billion and full-year revenues of $67.4 billion, yet shares fell over 7% after hours as annual capex hit $55.7 billion and the company announced plans to raise another $40 billion in fiscal 2027. The company's cloud infrastructure business, fueled by contracts with OpenAI, Meta, Nvidia, xAI, AMD, and TikTok, is growing faster than it can be recognized on the income statement.

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Janet Harrison · Jun 11, 2026 · 12:28 AM

German humanoid startup Neura Robotics closes the largest robotics funding round in history as Tether redeploys its stablecoin war chest into physical AI

Neura Robotics has closed a Series C of up to $1.4 billion backed by Nvidia, Amazon, Qualcomm, Tether, Bosch, Schaeffler, and the European Investment Bank, claiming the record for the largest funding round in full-stack robotics history. The round, which values the Metzingen-based company at roughly $7 billion, accelerates its Neuraverse platform, manufacturing expansion, and robot training facilities, while marking a significant pivot by stablecoin giant Tether into deep-tech infrastructure.

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Janet Harrison · Jun 10, 2026 · 6:37 AM

Apollo is testing Japan's appetite for private capital in insurance

Apollo is exploring a Japanese life insurer acquisition as it looks for new insurance capital to support private credit growth. The effort shows why Japan has become a key frontier for alternative asset managers, even as regulators remain cautious.

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Janet Harrison · Jun 10, 2026 · 4:10 AM

Kalshi is making traders disclose jobs to police insider bets

Kalshi will require some users to disclose their employer before trading on markets that carry higher insider trading risk. The move shows prediction markets are adopting the compliance habits of traditional exchanges as scrutiny grows.

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Janet Harrison · Jun 10, 2026 · 1:23 AM

Securitize is using its IPO to buy deeper into Wall Street

Securitize is nearing a public listing through Cantor Equity Partners II, but CEO Carlos Domingo says the move is also about acquisitions. The deal signals that tokenized capital markets are entering a consolidation phase where regulated infrastructure may matter more than crypto branding.

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Janet Harrison · Jun 9, 2026 · 10:10 PM

Bitcoin is not dead, but the easy crypto story is breaking

Bitcoin's latest crash is less about one bad week and more about a shift in market confidence. AI is competing for speculative capital, Strategy's small bitcoin sale has raised larger questions, and quantum risk is becoming harder for long-term investors to ignore.

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Janet Harrison · Jun 9, 2026 · 5:18 PM

OpenAI moves closer to an IPO as Wall Street waits for AI numbers

OpenAI has confidentially filed draft IPO paperwork with the SEC, beginning a formal path toward a possible public listing. The move puts its $852 billion valuation, AI infrastructure costs and nonprofit-linked governance structure directly in front of Wall Street.

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Janet Harrison · Jun 9, 2026 · 12:18 PM

Michael Saylor is only partly right about AI hurting Bitcoin

Michael Saylor’s AI rotation argument explains part of Bitcoin’s weakness, but ETF outflows and macro pressure are doing much of the work. Quantum computing remains a long-term security issue, not a clear driver of the current selloff.

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Janet Harrison · Jun 9, 2026 · 6:05 AM

Anthropic turns to private credit for its $35 billion chip bill

Apollo and Blackstone's $35 billion financing for Anthropic shows how AI compute is becoming a private credit asset, not just a venture capital expense. The deal also highlights how Anthropic is building a different capital strategy as OpenAI moves toward a public listing.

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Janet Harrison · Jun 9, 2026 · 1:18 AM

Strategy is buying Bitcoin again as its cash cushion becomes the real test

Strategy bought 1,550 BTC for about $101.3 million after last week's small Bitcoin sale rattled investors. The bigger issue is whether its $1 billion cash reserve can support a leveraged treasury model through volatile markets.

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Janet Harrison · Jun 8, 2026 · 6:06 PM

Visa and Mastercard are moving stablecoins into the card network

Visa, Mastercard and Stripe are reportedly backing a new stablecoin platform, with Coinbase also considering participation. The move shows legacy payment networks are trying to control the infrastructure layer as stablecoins move deeper into mainstream settlement.

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Janet Harrison · Jun 8, 2026 · 1:42 PM

CoreWeave is turning AI compute anxiety into a backlog test

CoreWeave's nearly $100 billion backlog suggests AI compute demand remains strong even as investors question infrastructure spending. The real test is whether inference growth can support the company's heavy capital spending and debt-backed neocloud model.

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Janet Harrison · Jun 8, 2026 · 10:29 AM

Jensen Huang says the AI selloff has opened a buying window

Jensen Huang used Nvidia’s Seoul trip to frame the latest AI stock selloff as a buying opportunity. The message came as Nvidia announced new Korea partnerships with SK Hynix, SK Telecom, Naver and Doosan tied to memory, AI cloud and data center infrastructure.

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Janet Harrison · Jun 8, 2026 · 7:18 AM

Korea’s AI chip boom is pushing its bond market toward rate hikes

South Korea’s AI-led chip export boom is widening trade and current-account surpluses while pushing investors to price in Bank of Korea rate hikes. The story matters because AI infrastructure spending is now influencing sovereign bond markets and the financing backdrop for risk assets globally.

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Janet Harrison · Jun 7, 2026 · 11:18 PM

Lummis has put the CLARITY Act on a Senate clock

Senator Cynthia Lummis is pressing for a Senate vote on the CLARITY Act as the floor calendar tightens. The bill would define the SEC and CFTC roles in crypto, but DeFi protections and stablecoin yield rules remain the biggest political tests.

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Janet Harrison · Jun 7, 2026 · 6:54 PM

AI stock deals are testing how much Wall Street can absorb

AI-related IPOs, secondary sales and circular investment structures are putting Wall Street's appetite to the test. SpaceX and Quantinuum show demand is strong, but the broader pipeline may still force investors to become more selective on price.

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