Oracle

Paramount Skydance’s $108 billion hostile bid ignites a fight for Warner Bros. Discovery

Indirectly involved via founder Larry Ellison's $40.4B personal guarantee backing Paramount's bid

Paramount Skydance won the five-month bidding war for Warner Bros. Discovery. WBD shareholders voted in April 2026 to accept Paramount's $31-per-share all-cash offer—valued at roughly $111 billion including debt. Netflix declined to match the price in February and walked away with a $2.8 billion breakup fee.

Updated Jun 13

Iran extends war to US corporate targets across the Gulf

Force in Play

Dubai headquarters building struck; operations status unclear

For decades, American tech companies built out massive data centers and office complexes across the Persian Gulf without ever treating them as potential military targets. On April 4, the IRGC struck Oracle's headquarters building in Dubai Internet City with a drone. It's part of a declared campaign against 18 US firms the IRGC accuses of supporting American and Israeli military operations.

Updated May 30

TikTok's American rebirth

Money Moves

Managing investor with 15% stake; security partner

For five years, the world's most popular social media app lived under a death sentence. TikTok, used by 170 million Americans, faced repeated ban threats from two administrations convinced its Chinese ownership posed an unacceptable national security risk. On January 23, 2026, that uncertainty ended: TikTok USDS Joint Venture LLC became operational, transferring 80.1% ownership to American and allied investors while ByteDance retained a non-controlling 19.9% stake.

Updated May 22

The race to build AI's physical foundation

Built World

Building gigawatt-scale AI datacenters, Stargate partner

ChatGPT's November 2022 launch triggered the fastest infrastructure buildout in tech history. Hyperscalers are now on track to spend over $1 trillion in 2026, exceeding the GDP of all but 10 countries.

Updated May 19

TikTok’s U.S. ‘sell-or-ban’ law hits another deadline—but the real clock is now January 2026

Rule Changes

New 15% managing investor and designated security partner for TikTok U.S.

The deal closed on January 22, 2026. TikTok's U.S. operations now belong to TikTok USDS Joint Venture LLC—a new entity where Oracle, Silver Lake, and Abu Dhabi's MGX each hold 15%, existing ByteDance investor affiliates hold 30.1%, and ByteDance itself retains exactly 19.9%.

Updated May 15