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Oracle shares fell 2% Monday following the company’s announcement it planned to raise upwards to $50 billion in 2026. Funding rounds of that size are no longer unusual. The surge in AI investment and the growing need for cloud capacity and data centers have pushed many companies to seek massive financing. But Oracles recent run has been unusually volatile. Just a few months ago, its shares jumped 40% in a single day, briefly making CEO Larry Ellison the worlds richest person (ahead of Elon Musk). That spike came after Oracle reported a 359% increase in its remaining performance obligation (RPO, which are expected revenues based on customer commitments). That was driven by a $300 billion contract with OpenAI. Things haven’t gone so well since then, though. The stock saw a big tumble after the company reported earnings in December that fell short of analyst’s revenue expectations, the stock saw a big tumble. And Oracle shares today are well below where they stood before the spike. As of Monday, they were more than 30% lower than the mid-September level. The need to build out the infrastructure remains, though, thus the hunt for financing, which will be raised in debt and equity. Oracle, on Sunday, said it plans to use the $45 to $50 billion it hopes to raise this year to expand its cloud capacity as demand increases from customers including Nvidia, Meta, OpenAI, TikTok and xAI. While the stock was higher at times on Monday, investors began to have doubts as the day went on. In recent months, the market has become increasingly concerned about Oracle’s aggressive AI buildout plans, as well as the debt the company is taking on. That has led to the underperformance of the stock. An overreliance on OpenAI may also be a factor. While Oracle’s RPO announcement last fall gave shares a boost, a similar announcement from Microsoft last week (where RPO jumped 110% to $625 billion, with 45% of that number being a commitment from OpenAI) saw that company’s stock tumble. Like Microsoft, Oracle has significant exposure to OpenAI’s ability to delivery on its promised business. While OpenAI has been successful in its ongoing fundraising efforts, it has made $1.4 trillion in total commitments over the next eight years. That’s despite the company still not being profitable and continually hunting for additional funding (Amazon could be the next big investor, as the companies are in talks for the retailer to purchase up to a $50 billion stake. And a possible IPO looms by the end of the year.) Some analysts see Oracles financing plan as a way to reduce that dependence. By issuing equity and slightly diluting existing shareholders, Oracle can help fund its expansion without jeopardizing its investment-grade credit rating, a key factor for more conservative investors such as pension funds. “Oracle is not only saying they’re committed to investment-grade debt, but they are sending a clear message to bond investors and the rating agencies that they are,” Guggenheim analysts said in a note to investors. Oracle’s hunt for additional funding underscores just how competitive the AI field is these days. The company is racing to catch up in the cloud infrastructure field with Amazon Web Services and Microsoft. The more infrastructure-as-a-service (essentially computing power and storage it can rent out) Oracle has available, the more it can share in the cash outflow that AI companies are doling out. Whether Oracle can regain investor goodwill on an ongoing basis will likely be determined March 9, when it is next expected to report quarterly earnings. Investors will be looking for guidance about cloud capacity and AI partnerships. If revenues growth in that segment outpaces spending, Oracle could reverse the decline it has been seeing for the past several months.
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E-Commerce
China has become the first nation to outlaw the Tesla-style concealed door handle. Demanded by Elon Musk against the safety concerns of his own engineers, the handle and its electronic opening mechanism have been implicated in multiple fatal incidents where trapped passengers couldnt open their doors from the inside, and emergency rescuers could not access from the outside.The Chinese Ministry of Industry and Information Technology issued new safety rules, mandating all cars sold in the country must feature a mechanical release accessible from both the inside and outside. The new lawwhich takes effect on January 1, 2027kills the flush, electronic handles that have increasingly become the norm in the electric vehicle market.An animation demonstrating the use of the exterior handles in a Tesla model 3, taken from the user guide. [Image: Tesla]This regulation marks a critical turning point in the automotive industry, perhaps signaling that the era of prioritizing sleek aesthetics over basic human survival is finally ending for good. While regulators in the United States and Europe are still investigating the hazards of electronic latches, it may be Beijings massive market leverage that forces a return to traditional, safer mechanical controls. A detail showing interior electronic door release button in a Tesla model 3, taken from the user guide. [Image: Tesla]It is a necessary correction to a broader trend of manufacturers replacing reliable physical hardware with cheap electronic substitutes and touch interfacesa design choice that can lead to distracted driving and accidents. According to the state newspaper China Daily, 60% of China’s top 100 selling EVs have these doors, from the popular Xiaomis SU7 to Teslas Model Y and Model 3 (the vehicles that popularized the feature). Anticipating the regulatory crackdown, some major players like Geely and BYD had already begun pivoting back to traditional mechanical handles on new and incoming models. The door of a Tesla Model S, 2025. [Photo: David Paul Morris/Bloomberg/Getty Images]New rules to stop a growing problemUnder the new Chinese rules, automakers must meet precise manufacturing specifications that ensure a human hand can always open a car door. The regulations dictate that the door’s exterior must have a recessed space measuring at least 2.4 inches by 0.8 inches to allow for a firm manual grip. The interior must also feature clear signage, no smaller than 0.4 inches by 0.3 inches, indicating exactly how to operate the emergency release. While the primary ban starts in 2027, models currently in the final stages of approval have been granted a grace period until January 2029 to retool their assembly lines.The mandate arrives after a series of tragedies exposed the lethal flaw of relying on electronic controls to open a door. The popular Xiaomi SU7 electric sedan was involved in two separate fatal crashes in Chinaone in March and another in Octoberwhere power failures reportedly prevented the doors from unlocking, trapping victims in fires. A Xiaomi SU7 interior, 2025. [Photo: FOTO/Future Publishing/Getty Images]The incidents mirror the deaths of four friends in Toronto last October, who perished inside a burning Tesla Model Y after its electronic opening mechanism failed, leaving a single survivor who only escaped because a bystander smashed the window with a metal bar. A December 2025 Bloomberg investigation uncovered that at least 15 people have died in a dozen U.S. crashes over the past decade specifically because Tesla doors wouldn’t open. More than half of those deaths occurred since November 2024, indicating a worsening crisis as these vehicles proliferate and age. For years, manufacturers have justified these mechanisms with claims of improved aerodynamics and range efficiency. Technical studies cited by Chinese media reveal that hidden handles improve a vehicle’s drag coefficient by a negligible 0.005 to 0.01, a figure so small it has virtually no impact on real-world driving. Wei Jianjun, chairman of the Chinese car group Great Wall Motor, has publicly slammed the design as being “detached from users’ needs,” noting that it fails to lower power consumption while introducing severe risks like freezing shut in cold weather or pinching fingers.Back to basicsWe can only hope that this norm to reclaim door reliability and safety turns into a more vigorous push for physical controls everywhere in the car, worldwide. While the European New Car Assessment Program announced that starting in 2026, vehicles will be penalized with a lower safety score if they lock essential functions behind touchscreens, that doesnt have the legally binding power that Beijing has imposed on one of its most powerful industries.For now, China’s decision effectively locks in a new global standard. As Bill Russo of the consultancy Automobility told Bloomberg, China is shifting from being a mere consumer market to a rule-setter for vehicle technology. This may work in a way similar to the European Union banning Apples Lightning Port and other non-standard phone ports in favor of USB-C, forcing a design change worldwide.These markets are too large to ignore for international giants. Hopefully the EU and U.S. will follow Chinas lead. Better yet, they could one-up China and mandate physical controls everywhere in the car, leading to vehicles with doors that open properly and radios with volume knobs. What a concept.
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E-Commerce
Finally, some good news: the Tiny Chef, who captured the hearts of internet users around the world this summer, when his Nickelodeon show was cancelled, will finally grace our screens again. This time, hes making Swedish meatballs. The Tiny Chef Show was a Nickelodeon series that aired from September 2022 to March 2025. In it, the Tiny Chef (a stop-motion creature vaguely resembling a sentient pea) made plant-based meals for his friends from his home inside a tree stump. But in June, 2025, the Tiny Chef took to his YouTube channel to announce in a heartwrenching video that his series had been canceled unexpectedly by Nickelodeon. It now has nearly two million views and 8,000 comments, nearly all of which are expressing an outpouring of support for Cheffy. Months later, Tiny Chefs ardent supporters wishes have been answered: According to a press release, hes teaming up with Ikea for a three-episode series, the first of which is out now. Its a welcome job success story to kick off 2026. Tiny Chef’s return (with Ikea) In the months since Tiny Chef was cut off by Nickolodeon, hes struck out on his own. Series creators Rachel Larsen and Ozlem Akturk have kept the character alive on socials, where he posts recycled clips frequently, and via a website where theyre currently crowdsourcing to keep Cheffy afloat in some capacity. In a November article for the Los Angeles Times, Larsen and Akturk said theyd raised $130,000 in one-time donations and launched a new fan club, merch, and brand partnership wing to maintain their 20-person team. That work has clearly paid off through this new partnership with Ikea, which will introduce the character to a new audience and potentially set the stage for future collaborations. Per the press release, the three-episode miniseries will begin with the Tiny Chef visiting an IKEA store in search of a spatula, only to find a job application. He will then become an ambassador for Ikeas new falafel balls (a vegan dish made from chickpeas, which Ikea recently added to its iconic meatball line-up) and join the brands restaurant team. We are excited to partner with Tiny Chef, showing people that plant-based eating should be joyful, creative, and full of flavour, not just better for the planet, Lorena Lourido Gomez, Ikea Retails global food manager, said in a press release. We believe this partnership will bring a smile, while inspiring people to try something new.” In the wake of a year full of job market uncertainty and endless layoff news, the Tiny Chefs positive work update is the win we all needed.
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E-Commerce
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