Oracle
Prediction markets based on BNB Chain
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Oracles are bringing prediction markets on-chain, allowing users to trade beliefs, bet on outcomes, and settle in real time.
“AI Stock God” Faces Trading Drawdown, Seeking New Funding Support
The Situational Awareness fund, managed by "AI Stock God" Leopold Aschenbrenner, accumulated a gain of 439% before June 2026. However, it suffered severe setbacks during the AI sector sell-off in July. The fund is currently communicating with existing investors and lenders to seek new capital and is offering some LPs the opportunity to purchase assets from its portfolio.Sources say this capital discussion appears more like an ad-hoc response than an organized new fundraising round. The fund had previously used leverage through prime brokers at several major investment banks to amplify its AI trading exposure, turning market drawdowns further into funding pressure.In a letter to investors on July 24, Aschenbrenner acknowledged that the fund failed to avoid this market shock, noting that Asian markets were particularly affected. However, he believes this sell-off could present the best buying opportunity since early 2025. He plans to open a window for new capital on August 1st and views Anthropic's potential IPO as a catalyst for the second half of the year.According to disclosures, some holdings saw significant declines in July. Oracle and AMD fell approximately 20% for the month, while Nebius, Saronic AI, Bloom Energy, Sandisk, and others saw even larger drops. The Nasdaq 100 index fell about 10% in July, and South Korea's Kospi index dropped by roughly one-third.Currently, lacking specific data on the fund's exact drawdown magnitude, it is difficult to determine whether this fundraising is a passive capital injection driven by leverage pressure or an active move to increase positions for an opportunity. However, market trends suggest it is closer to the former. If forced selling occurs, the deleveraging process could also create discount opportunities in assets whose fundamentals haven't materially changed.
AI Data Center Crusoe Plans to Raise $3 Billion, Valuation Could Rise to $30 Billion
AI data center Crusoe Energy Systems is in talks for a new round of financing worth approximately $3 billion. Upon completion of this round, the company's valuation is expected to roughly triple from the previous round, reaching the $30 billion range.Founded in 2018, Crusoe initially started with crypto-related businesses before transitioning into an AI infrastructure and data center service provider. It is currently categorized as one of the "neocloud" firms, a new type of cloud computing company focused on providing computational power support for generative AI. The company has signed compute supply contracts with tech giants including Meta and Oracle. As demand for AI infrastructure construction surges, the scale of its compute business continues to expand.According to previously public information, Crusoe completed a funding round of approximately $1.38 billion last year, with a valuation exceeding $10 billion. If this new round is successfully completed, it would become another large-scale capital move in the AI infrastructure sector.Market sources estimate that the final valuation for this round could be around the $30 billion level, but the deal is still in progress and has not yet been finalized. (Reuters)
Oracle Launches Fusion Agentic Applications and AI Agents
Oracle has announced the launch of the new Oracle Fusion Agentic Applications and AI agents designed for the human resources sector, aiming to help enterprises accelerate employee development, optimize talent decisions, and respond more quickly to evolving business and skills demands.Oracle stated that the new generation of Fusion Agentic Applications is powered by the coordinated operation of multiple specialized AI agents, featuring goal-oriented, autonomous reasoning, and enterprise-level execution capabilities. By securely accessing unified enterprise data, workflows, policies, permission systems, and business context, these applications assist enterprises in making and executing decisions within HR processes.The newly launched AI capabilities are built on Oracle Cloud Infrastructure (OCI) and are deeply integrated into the Oracle Fusion Cloud HCM platform, covering areas such as job architecture, learning and development, manager coaching, employee growth, internal mobility, and workforce planning.
Lido Responds to stETH Yield Calculation Anomaly: Issue Fixed and Oracle Upgraded, User Funds Unaffected
Ethereum staking protocol Lido stated on X platform that today's stETH Rebase has been completed as expected, and has compensated for the ETH rewards missed yesterday due to calculation deficiencies. The corresponding annual percentage rate (APR) is approximately 2.29%. Additionally, the protocol's oracle has been updated and passed audit. The new version will improve report processing speed and help locate the cause more quickly when similar issues arise in the future.Regarding the yield calculation anomaly that occurred yesterday, Lido stated that contributors are still conducting a root cause analysis. Further investigation details will be published on the official forum and social platforms. Throughout the entire incident, user funds were never at risk. Preliminary analysis suggests the issue may have stemmed from a specific edge case: the yield report from yesterday omitted a validator that was in a pending deposit status, causing some staking rewards to be excluded from the calculation.Lido stated that a complete post-mortem report will be released in the coming days to further explain the cause of the issue, remediation measures, and subsequent improvement plans.
Musk and Buffett's Century-Old Reconciliation? Berkshire Hathaway Indirectly Holds 0.04% of SpaceX Stock Through Google Parent Alphabet
Odaily News According to foreign media BusinessInsider, based on publicly disclosed holdings data, "Oracle of Omaha" Warren Buffett's Berkshire Hathaway indirectly holds approximately 0.04% of SpaceX shares through a two-tier equity nesting "look-through shareholding" model, with a corresponding market value exceeding $700 million. This also creates a rare capital intersection between two top business tycoons, "the Oracle of Omaha" Buffett and "Iron Man" Musk.Musk has long regarded Buffett's investment endorsement as an important industry validation, and has repeatedly publicly extended olive branches to Buffett on social platforms, hoping he would become a shareholder in his companies. Musk joked in a 2023 post: "Too bad he didn't invest when Tesla's market cap was only 0.1% of its current value." In 2024, he publicly stated again: "He should build a position in Tesla; that's the obvious choice." Now, although Buffett has not invested in Tesla, he has become an "invisible shareholder" of SpaceX in another way.In terms of the shareholding structure, this stake is not a direct investment by Berkshire in SpaceX, but rather an incidental asset from its heavy position in tech giant Google's parent company Alphabet. (Interface News)
"The Big Short" Michael Burry Discloses Latest Holdings: Increases Short Positions on Multiple Tech Stocks, Adds to Long Positions in MELI and ZTS
Michael Burry's latest position adjustments show he has further increased short positions on multiple technology-related assets, including adding to short positions on Nebius (NBIS) at around $247, Micron (MU) at around $924, and Oracle (ORCL) at around $152, as well as increasing short positions on the Semiconductor ETF (SOXX).
Michael Burry's latest position disclosure: Increased short positions in Nvidia, Palantir, Oracle, and semiconductor ETF
Odaily News, according to Michael Burry Stock Tracker, Michael Burry has disclosed his latest position adjustments, which include increasing short positions in Nvidia (NVDA), Palantir (PLTR), Oracle (ORCL), Caterpillar (CAT), and the semiconductor ETF (SOXX). The corresponding prices for PLTR, ORCL, CAT, and SOXX are approximately $175, $145, $844, and $533, respectively. Meanwhile, he increased his long position in Molina Healthcare (MOH) at a price of around $198. His short position in Tesla (TSLA) remains unchanged.
“AI Stock God” Faces Trading Drawdown, Seeking New Funding Support
The Situational Awareness fund, managed by "AI Stock God" Leopold Aschenbrenner, accumulated a gain of 439% before June 2026. However, it suffered severe setbacks during the AI sector sell-off in July. The fund is currently communicating with existing investors and lenders to seek new capital and is offering some LPs the opportunity to purchase assets from its portfolio.Sources say this capital discussion appears more like an ad-hoc response than an organized new fundraising round. The fund had previously used leverage through prime brokers at several major investment banks to amplify its AI trading exposure, turning market drawdowns further into funding pressure.In a letter to investors on July 24, Aschenbrenner acknowledged that the fund failed to avoid this market shock, noting that Asian markets were particularly affected. However, he believes this sell-off could present the best buying opportunity since early 2025. He plans to open a window for new capital on August 1st and views Anthropic's potential IPO as a catalyst for the second half of the year.According to disclosures, some holdings saw significant declines in July. Oracle and AMD fell approximately 20% for the month, while Nebius, Saronic AI, Bloom Energy, Sandisk, and others saw even larger drops. The Nasdaq 100 index fell about 10% in July, and South Korea's Kospi index dropped by roughly one-third.Currently, lacking specific data on the fund's exact drawdown magnitude, it is difficult to determine whether this fundraising is a passive capital injection driven by leverage pressure or an active move to increase positions for an opportunity. However, market trends suggest it is closer to the former. If forced selling occurs, the deleveraging process could also create discount opportunities in assets whose fundamentals haven't materially changed.
Hyperliquid $SKHX 闪崩 17.9%，4 小时爆仓超越币安
据链上分析师 Ai 姨（@ai_9684xtpa）监测，7 月 28 日早间，Hyperliquid 上 $SKHX 出现闪崩，4 小时爆仓金额超越币安。起因为早上 7 点韩国海力士在 NXT 盘前交易出现一笔异常订单（以 1,272,000 韩元成交 1 股，约 867 美元），因流动性较差导致股价跌幅高达 30% 并触发停牌，Hyperliquid 价格随 Oracle 跟进暴跌，Binance 价格亦因套利搬砖同步下跌。
Oracle's stock decline leads to Larry Ellison's assets dropping by $124.8 billion in one month
on the 14th local time that, according to Forbes, Oracle founder and chairman Larry Ellison's assets have decreased by $124.8 billion (approximately 186 trillion Korean won) in just over a month. On the 1st of last month, Oracle's stock price was $250 per share. Holding 40% of Oracle, Larry Ellison's total assets exceeded $300 billion, making him the world's second-richest person after Elon Musk. Recently, Oracle has faced continuous selling pressure. On the 13th, its stock price fell to $133 per share, its lowest level in 14 months. Larry Ellison's assets dropped to $175.2 billion, pushing his wealth ranking down to 8th place, below NVIDIA CEO Jensen Huang's $176.3 billion.Last year, Oracle signed a $300 billion contract with AI startup OpenAI and began building related infrastructure like data centers. Oracle has already invested $55.7 billion in AI data centers and announced an additional $70 billion investment. On the 9th, Standard & Poor's downgraded Oracle's credit rating from BBB to BBB-, a level just above junk bond status. (ETNews SW).
Ostium Attack Post-mortem: Off-chain Oracle Permissions Stolen, Forged BTC Price to Arbitrage 23.75 Million USDC
According to Ostium's official report, the core of this attack lies in the compromise of the off-chain price reporting system permissions, unrelated to smart contract vulnerabilities. After obtaining off-chain authorization, the attacker utilized the protocol's registered legitimate forwarding paths to submit forged prices ($5,000 and $60,000) to the BTC-USD market, atomically completing an open-close position arbitrage cycle within the same transaction. Starting with 100 USDC and rolling to amplify the scale across 8 transactions, they extracted 23.75 million USDC from the OLP vault within 5 minutes until the vault circuit breaker mechanism was triggered. The root cause lies in the off-chain infrastructure lacking a multi-party approval mechanism equivalent to on-chain multi-signature, creating a single-point permission vulnerability. The stolen funds have been converted to ETH and mixed via Tornado Cash; tracking efforts are still ongoing.
Algorithmic Stablecoin Balance Coin Suffers Oracle Attack, Plummets 99%
According to CoinDesk reports, algorithmic stablecoin Balance Coin suffered an oracle price manipulation attack on July 22. The coin price plummeted from near the $1 peg to about $0.0014, a drop of over 99%, and the nominal market cap of about $3.5 million nearly went to zero. According to analysis by security firm SlowMist, the attacker fed abnormally low false Bitcoin prices into the protocol, bypassing price rationality checks and liquidation delay mechanisms. They forcibly liquidated multiple ineligible collateral vaults in a single transaction, subsequently exchanged the acquired collateral for arbitrage, and ultimately profited about $912,000 from the protocol governance entity 42DAO.
SlowMist: 42DAO exploited due to abnormally low BTCB oracle price, loss of approximately $912,000
SlowMist issued a security warning stating that 42DAO suffered an attack, with losses of approximately $912,000. The attack was caused by the attacker exploiting the abnormally low price of BTCB provided by Median Oracle, completing the exploitation through the poke mechanism of the Spotter contract and the bark mechanism of the Dog contract.
Ostium Halts Trading; Oracle Vulnerability Causes Tens of Millions of Dollars in Losses
Decentralized trading protocol Ostium paused trading due to suspected exploitation of its oracle system, with security firms Blockaid and CertiK estimating losses between $18 million and $22 million.
Oracle and Quantinuum Announce Multi-Year Partnership to Bring Quantum Computing to OCI Cloud Platform
Odaily News: Oracle and quantum computing company Quantinuum have announced a multi-year partnership to connect Quantinuum's Helios quantum computer to Oracle Cloud Infrastructure (OCI). Customers will soon be able to combine quantum computing with resources such as GPUs and high-performance computing through OCI's quantum services.In addition, Oracle plans to preview its quantum computing services in the coming months and will integrate Quantinuum's development tool stack with open-source hybrid programming frameworks for developing and testing quantum-classical hybrid applications. The two parties did not disclose the collaboration amount or specific deployment dates. (Reuters)
Oracle Launches Fusion Agentic Applications and AI Agents
Oracle has announced the launch of the new Oracle Fusion Agentic Applications and AI agents designed for the human resources sector, aiming to help enterprises accelerate employee development, optimize talent decisions, and respond more quickly to evolving business and skills demands.Oracle stated that the new generation of Fusion Agentic Applications is powered by the coordinated operation of multiple specialized AI agents, featuring goal-oriented, autonomous reasoning, and enterprise-level execution capabilities. By securely accessing unified enterprise data, workflows, policies, permission systems, and business context, these applications assist enterprises in making and executing decisions within HR processes.The newly launched AI capabilities are built on Oracle Cloud Infrastructure (OCI) and are deeply integrated into the Oracle Fusion Cloud HCM platform, covering areas such as job architecture, learning and development, manager coaching, employee growth, internal mobility, and workforce planning.
OpenAI: ChatGPT Global Active Users Surpass 1 Billion, Enterprise Customers Exceed 2 Million
Odaily News: OpenAI announced that as of the end of July, ChatGPT's global active users surpassed 1 billion, and the number of enterprise customers exceeded 2 million.Data shows that ChatGPT gained over 1 million registered users within just 5 days of its launch, after which its user base grew rapidly, surpassing 200 million, 500 million, and 800 million users in August 2024, August 2025, and October 2025, respectively. OpenAI had previously projected internally that its user count would exceed 1 billion by the end of last year, but growth subsequently stalled, with the addition of 100 million new users taking about 5 months.OpenAI is bolstering its service competitiveness through GPT-5.6 Sol, the agent tool ChatGPT Work, as well as the lower-priced models GPT-5.6 Terra and GPT-5.6 Luna. OpenAI is also advancing the Stargate project in the U.S. with Oracle and SoftBank, and building data centers in South Korea with Samsung and SK.
“AI Stock God” Faces Trading Drawdown, Seeking New Funding Support
The Situational Awareness fund, managed by "AI Stock God" Leopold Aschenbrenner, accumulated a gain of 439% before June 2026. However, it suffered severe setbacks during the AI sector sell-off in July. The fund is currently communicating with existing investors and lenders to seek new capital and is offering some LPs the opportunity to purchase assets from its portfolio.Sources say this capital discussion appears more like an ad-hoc response than an organized new fundraising round. The fund had previously used leverage through prime brokers at several major investment banks to amplify its AI trading exposure, turning market drawdowns further into funding pressure.In a letter to investors on July 24, Aschenbrenner acknowledged that the fund failed to avoid this market shock, noting that Asian markets were particularly affected. However, he believes this sell-off could present the best buying opportunity since early 2025. He plans to open a window for new capital on August 1st and views Anthropic's potential IPO as a catalyst for the second half of the year.According to disclosures, some holdings saw significant declines in July. Oracle and AMD fell approximately 20% for the month, while Nebius, Saronic AI, Bloom Energy, Sandisk, and others saw even larger drops. The Nasdaq 100 index fell about 10% in July, and South Korea's Kospi index dropped by roughly one-third.Currently, lacking specific data on the fund's exact drawdown magnitude, it is difficult to determine whether this fundraising is a passive capital injection driven by leverage pressure or an active move to increase positions for an opportunity. However, market trends suggest it is closer to the former. If forced selling occurs, the deleveraging process could also create discount opportunities in assets whose fundamentals haven't materially changed.
Lido Responds to stETH Yield Calculation Anomaly: Issue Fixed and Oracle Upgraded, User Funds Unaffected
Ethereum staking protocol Lido stated on X platform that today's stETH Rebase has been completed as expected, and has compensated for the ETH rewards missed yesterday due to calculation deficiencies. The corresponding annual percentage rate (APR) is approximately 2.29%. Additionally, the protocol's oracle has been updated and passed audit. The new version will improve report processing speed and help locate the cause more quickly when similar issues arise in the future.Regarding the yield calculation anomaly that occurred yesterday, Lido stated that contributors are still conducting a root cause analysis. Further investigation details will be published on the official forum and social platforms. Throughout the entire incident, user funds were never at risk. Preliminary analysis suggests the issue may have stemmed from a specific edge case: the yield report from yesterday omitted a validator that was in a pending deposit status, causing some staking rewards to be excluded from the calculation.Lido stated that a complete post-mortem report will be released in the coming days to further explain the cause of the issue, remediation measures, and subsequent improvement plans.
The U.S. Pentagon has signed a nearly $7 billion software agreement with Oracle, with a term of up to 10 years
the U.S. Pentagon has announced the signing of an enterprise software agreement with Oracle valued at nearly $7 billion, with a maximum term of 10 years. This agreement consolidates the Department of Defense's existing on-premise software licenses under a unified contract to reduce costs associated with fragmented procurement. Negotiated by the Department of the Navy, the agreement has a five-year base period and includes a five-year renewal option, covering the U.S. Department of Defense, the Coast Guard, and intelligence agencies. Previously, in May of this year, the Pentagon signed a similar software consolidation agreement with Microsoft valued at $96.9 billion over five years. (Reuters)
Related news
Musk and Buffett's Century-Old Reconciliation? Berkshire Hathaway Indirectly Holds 0.04% of SpaceX Stock Through Google Parent Alphabet
Odaily News According to foreign media BusinessInsider, based on publicly disclosed holdings data, "Oracle of Omaha" Warren Buffett's Berkshire Hathaway indirectly holds approximately 0.04% of SpaceX shares through a two-tier equity nesting "look-through shareholding" model, with a corresponding market value exceeding $700 million. This also creates a rare capital intersection between two top business tycoons, "the Oracle of Omaha" Buffett and "Iron Man" Musk.Musk has long regarded Buffett's investment endorsement as an important industry validation, and has repeatedly publicly extended olive branches to Buffett on social platforms, hoping he would become a shareholder in his companies. Musk joked in a 2023 post: "Too bad he didn't invest when Tesla's market cap was only 0.1% of its current value." In 2024, he publicly stated again: "He should build a position in Tesla; that's the obvious choice." Now, although Buffett has not invested in Tesla, he has become an "invisible shareholder" of SpaceX in another way.In terms of the shareholding structure, this stake is not a direct investment by Berkshire in SpaceX, but rather an incidental asset from its heavy position in tech giant Google's parent company Alphabet. (Interface News)
Google Acquires Bankrupt Airline Spirit's Data for $10 Million for AI Training
Google won Spirit Airlines' massive anonymized data in the bankruptcy auction with a $10 million bid to improve AI services. The data includes 100 million emails, 30 million customer service recordings, 5 million Teams messages, and system data from Oracle, SAP, and others. The competing bidder was AI training data supplier Mercor. Court documents show the data has been anonymized, and Google promised to remove any personally identifiable information from it.
HSBC: CSP Capex Far From Peaking, Leverage Capacity Supports AI Trend Until 2028
According to TechFlow Research, HSBC's August 12 report pointed out that since July 1, the Philadelphia Semiconductor Index has fallen 16% and the S&P 500 has risen 3%, indicating the market's concern over CSP capital expenditure peaking is excessive. Consensus forecasts the capex growth rate of the five major CSPs (Alphabet, Amazon, Microsoft, Meta, Oracle) will decline from 95% in 2026 to 46% in 2027 and 11% in 2028, with free cash flow turning from $34 billion to -$104 billion. However, HSBC scenario analysis shows that if 2027 capital expenditure reaches $1.0 to $1.6 trillion, the Net Debt/Equity ratio will only rise from the current 7% to 8% to 30%, and even if 2028 reaches $1.9 to $2.5 trillion, the Net Debt/Equity ratio will only be 25% to 43%. Under HSBC's aggressive scenario, the overall CSP ROIC will be 19% in 2027 and 17% in 2028, which HSBC believes is still acceptable. The research report judges that TSMC, Intel, and ASML's June quarter capacity expansion guidance is supported by demand. HSBC's top picks are Marvell, Intel, TSMC, and ASML, with target prices of $300, $200, NT$3,400, and €2,149 respectively, all rated Buy. The five major CSPs also all maintain Buy ratings, with target prices of Alphabet $420, Amazon $310, M
"The Big Short" Michael Burry Discloses Latest Holdings: Increases Short Positions on Multiple Tech Stocks, Adds to Long Positions in MELI and ZTS
Michael Burry's latest position adjustments show he has further increased short positions on multiple technology-related assets, including adding to short positions on Nebius (NBIS) at around $247, Micron (MU) at around $924, and Oracle (ORCL) at around $152, as well as increasing short positions on the Semiconductor ETF (SOXX).
Morgan Stanley: Storage LTAs Are Rewriting Pricing Logic, Major Suppliers Vying to Lock in Long-Term Capacity
According to TechFlow Research, Morgan Stanley's August Global Technology Webinar pointed out that memory chip Long-Term Agreements (LTAs) are shifting from intention disclosure to substantive implementation, and pricing mechanisms are being rewritten. Samsung explicitly planned for the first time to include 60% to 70% of capacity into rolling five-year LTAs, with 5 contracts signed and 5 in final negotiation; clients include AWS, Microsoft, Google, Meta, and Oracle. Micron has signed 16 LTAs, receiving approximately $22 billion in prepayments and commitments. SanDisk locked over 50% of FY2027 wafer capacity, with a minimum revenue commitment reaching $93.9 billion. Kioxia targets to include 50% of sales volume into LTAs by 2028. Pricing is shifting from spot pricing to a two-way protection mechanism with price floors and ceilings, and clients need to provide prepayment deposits. The research report estimates that 3Q26 DRAM contract prices will rise QoQ by about 15% (lower than the expected 20%), NAND will rise by about 20%, with gains narrowing for both; it is expected to slow down further in 4Q26, but Morgan Stanley believes this does not mean the end of the cycle. Price protection mechanisms under the LTA framework are reducing the earnings volatility of memory manufacturers, and the market should no longer use the traditional commodity cycle framework to price memory stocks. Regarding SpaceX, Morgan Stanley maintains an Overweight rating and a $300 price target, with an end-2026 ARR target of at least $100 billion, and 4Q26 single-quarter ARR expected to be about $22 billion.
Oracle Plans New Layoffs Starting in August, with Some Teams Facing Double-Digit Cuts
Odaily News: Oracle has formulated plans to initiate a new round of layoffs in August, with managers instructed to submit lists of affected employees. The goal is to reduce salary expenses before the company's second fiscal quarter begins on September 1. According to internal documents, some teams may face layoff ratios reaching double-digit percentages. Oracle declined to comment on this matter.In the fiscal year ending May 31, Oracle had already cut approximately 21,000 positions, accounting for 13% of its total workforce, reducing its employee count from about 162,000 to 141,000. (The Street)