☁️ Oracle's debacle

Good evening. Another day, and nothing’s changed. The U.S. government shutdown is still in place, but that hasn’t stopped Uncle Sam from acting like a hedge fund and pouring money into yet another mining company.

⬆︎⬇︎ 1-day change
Market data: today’s market close

WINNERS

⬆︎211.00% Trilogy Metals

The U.S. government is getting directly involved in Alaska’s mining scene. The White House announced a 10% stake in Trilogy Metals, a Canadian company developing the massive Ambler mining district, known for its rich copper and zinc deposits. [Read more]

⬆︎7.64% Applovin

Yesterday, AppLovin plunged 14% after reports that the SEC is investigating its data collection practices. But today, a Citigroup analyst said the market “overreacted,” arguing that the lack of an official SEC filing shows the company doesn’t see the probe as a major risk. He added that the selloff could actually be a good buying opportunity for investors. [Read more]

⬆︎1.84% ICE

The owner of the New York Stock Exchange, Intercontinental Exchange (ICE), is betting big on crypto-based prediction markets, with a plan to invest up to $2 billion in Polymarket (valuing the platform at $8 billion). The deal will give ICE access to Polymarket’s event-driven data and future tokenization projects, marking a major step toward bringing prediction markets into mainstream finance. [Read more]

⬆︎1.54% IBM

The century-old tech company is teaming up with Anthropic to bring the Claude AI model into its suite of business tools. The integration will start with IBM’s AI-powered coding assistant and later expand across more of its enterprise products. The move is part of IBM’s broader push to embed advanced AI models into its software lineup. [Read more]

MORE WINNERS

⬆︎20.21% TMC
⬆︎8.23% Tilray Brands
⬆︎6.81% IREN

⬆︎⬇︎ 1-day change
Market data: today’s market close

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LOSERS

⬇︎2.52% Oracle

Oracle is making very slim profits from renting out servers powered by Nvidia chips, shown from internal documents obtained by The Information. In the three months ending in August, the business brought in about $900 million in revenue but earned just $125 million in gross profit (roughly a 14% margin), far below what analysts expected. [Read more]

⬇︎6.14% Ford

A fire at a Novelis aluminum plant in Oswego, New York has taken the facility largely offline until early next year. The plant provides aluminum for Ford’s F-150, the automaker’s most profitable truck and one of the best-selling vehicles in the U.S. [Read more]

MORE LOSERS

⬇︎5.80% DraftKings
⬇︎8.37% Lucid
⬇︎12.35% Peloton

⬆︎⬇︎ 1-day change
Market data: today’s market close

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