1. Oracle says booked OCI orders will top $500B; shares rip; indexes at records
   Oracle stunned markets with a massive rise in remaining performance obligations, reflecting multiyear AI and multi-cloud contracts. The news sent its stock surging and helped push U.S. indexes to new record highs. This surge also vaulted founder Larry Ellison to the number one position on the list of the world’s wealthiest people. Oracle recently laid off hundreds in its LA office.
   
2. Google Cloud guides to +$58B revenue lift over next two years
   Google Cloud laid out expectations of a $58B boost driven by enterprise AI adoption, data workloads, and expansion of infrastructure services — signaling it intends to keep pace with AWS and Azure in the hyperscale race.
3. Microsoft to buy Anthropic models for some Office 365 features
   In a notable departure from relying exclusively on OpenAI, Microsoft confirmed it will integrate Anthropic’s Claude models into selected Office 365 features. The move signals a trend toward multi-model sourcing in enterprise AI.
4. Robotics startup Physical Intelligence in talks to raise at $5B valuation
   Physical Intelligence, a robotics startup building large-scale foundation models for physical tasks, is in talks with investors for funding that could value it at $5B. The company aims to reshape how capital-intensive industries deploy automation.

Finance

5. Alibaba to raise $3.2B via zero-coupon converts to expand cloud & intl
   Alibaba announced a $3.2B convertible bond sale to strengthen its international operations and cloud expansion. The financing marks one of its largest balance-sheet moves since the 2020s restructuring.
6. Nebius lands $17.4B, 5-year AI infra deal with Microsoft — and plans $3B raise
   Cloud startup Nebius secured a huge AI infrastructure contract with Microsoft, valued at $17.4B over five years. The company is also planning a $3B capital raise to build out capacity and meet surging demand.
7. Morgan Stanley: dealmaking outlook “dramatically” improving
   Morgan Stanley’s global head of M&A said confidence is returning, with expectations of a multi-year rebound in deal volume across industries. The uptick could reenergize investment banking revenue after years of stagnation.
8. JPMorgan elevates three global IB chairs amid M&A revival
   With deal activity heating up, JPMorgan has reshuffled its top investment banking leadership, promoting three executives to global chairs in preparation for an expected influx of corporate transactions.

Industrial

9. Vantage Data Centers secures $1.6B to expand across Asia-Pacific
   Vantage closed $1.6B in financing to build out new facilities in Asia-Pacific. The expansion comes as AI demand accelerates power and rack space requirements across the region.
10. Anglo American–Teck $53B plan could unlock mining consolidation
    Mining giants Anglo American and Teck are exploring a $53B combination focused on copper. If completed, the deal could trigger a wave of consolidation in global mining as companies chase scale in critical minerals.

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