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Big Tech fool.com

Oracle's $50 Billion AI Gamble Could Change Everything

Oracle is aggressively expanding into AI infrastructure with a massive $50 billion investment, positioning itself for explosive growth in cloud and AI services. This bold bet raises questions about whether it will deliver outsized returns or strain finances if AI demand falters. The move underscores Oracle's pivot to capture a slice of the AI data center boom.

Policy chicagotribune.com

Illinois sets new rules barring state workers from prediction market bets and AI use without oversight

Gov. JB Pritzker’s administration issued an executive order prohibiting state employees from betting on prediction markets with nonpublic info and restricting AI use to prevent discrimination, lack of oversight, or access to confidential data. The policy balances AI adoption with ethical risks amid rising concerns over insider trading in events like Iran strikes.

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Quick takes

DeepSeek V4 Pro matches GPT-5.5 on reasoning benchmarks
Models
MSFT drops OpenAI revenue share, goes multi-cloud – OpenAI free to deal with AWS
Big Tech
Musk-Altman trial jury selection starts today in Oakland
Big Tech
Qualcomm (QCOM) +12% premarket on OpenAI AI phone chip partnership reports.
Chips
Musk-Altman trial kicks off with jury selection in Oakland; $150B damages sought over OpenAI mission shift.
Policy
Musk-Altman trial to reveal OpenAI's shift from nonprofit mission
Policy
Musk-Altman trial jury selection starts April 27 in Oakland over OpenAI's for-profit pivot.
Policy
GPT-4o picks its own resumes 97.6% over humans.
AI

Market Pulse

AI Pulse
65/100
bullish

AI markets quiet after weekend; chip premarket gains on legacy catalysts

TSM +2.88%
TSMC chips

Recurring Movers

QCOM 6 hits · +4.2%
TSM 5 hits · +2.88%
INTC 5 hits · +1.2%
NVDA 4 hits · -0.1%