DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.
Love the Show? Then how about a Donation?
Follow John C. Dvorak on Twitter
Follow Andrew Horowitz on Twitter
Warm-Up
- CTP Cup - All systems go! 9 participants!
- ELON gets his $$$
- Kids account challenge
- Patriot games are coming...
Markets
- Not much headwinds - EOY approaching
- Analysts predicting SP500 for 2026 - 7,500 (12% upside)
- More Oracle back and forth
- Gold and Silver
Elon
- Elon Musk's net worth surged to $749 billion late Friday after the Delaware Supreme Court reinstated Tesla stock options worth $139 billion that were voided last year
- He also recently received a $1T pay plan approval
- Jeff Bezos, Mark Zuckerberg, and Jensen Huang combined
- His fortune exceeds the GDP of nations like the Netherlands, Saudi Arabia, and Switzerland.
- He is richer than every country in Africa by GDP
- He is projected by some reports to become the world's first trillionaire by 2027
When did Larry Ellison and Oracle become newsworthy?
- Every day in the news....
- Larry Ellison NOW Personally Guarantees Paramount Bid for Warner Bros.
- The announcement of Mr. Ellison’s personal guarantee is meant to address concerns that the Warner Bros. Discovery’s board had expressed about Paramount’s original offer.
- Helping out sonny-boy?
More Oracle
- Oracle stock slid after a report that Blue Owl Capital won’t back a $10 billion data center for OpenAI. (Michigan)
- Oracle has $248 billion in lease commitments for data centers and cloud capacity commitments over the next 15 to 19 years.
- Oracle later responded to the FT report, saying the project was moving forward and that Blue Owl was not part of equity talks.
EVEN MORE!
- Multiple media outlets, including the Associated Press, reported that ByteDance has reached an agreement with Oracle ORCL, Silver Lake, and Abu-Dhabi-based MGX to set up a joint venture for TikTok’s US operations. Oracle will hold a 15.0% stake in the new entity, while ByteDance will retain a 19.9% stake.
- The important thing her is
