14:24 ORCL TTN Research Alert: Oracle may not be the Lehman Brothers of AI; it could be the Northern Pacific Railway of the next great capital bust, where the industry’s circular financing finally met the bond market15:46 ANTHROPIC.IPO Mythos said to be the focus of Pentagon-GOP Senator meeting - Politico14:24 (IR) US CENTCOM: Carrying out new strikes on Iran - X post15:30 (US) Reportedly the Fed Govt will crackdown on use of at home Ketamine usage - WSJ13:25 (US) Fed's Schmid (hawk; non-voter in 2026): Recent inflation data is encouraging, but recent data readings are too early to put too much weight on it; Inflation problem is not only about energy13:34 UBER 08:00 ET investor_meeting: Expects the transaction with Delivery Hero to close in H2 2027, be modestly non-GAAP EPS accretive upon closing and deliver high-single-digit percentage EPS accretion by year 3, while preserving Uber’s investment-grade balance sheet.
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14:24ORCL TTN Research Alert: Oracle may not be the Lehman Brothers of AI; it could be the Northern Pacific Railway of the next great capital bust, where the industry’s circular financing finally met the bond market
15:46ANTHROPIC.IPO Mythos said to be the focus of Pentagon-GOP Senator meeting - Politico
14:24(IR) US CENTCOM: Carrying out new strikes on Iran - X post
15:30(US) Reportedly the Fed Govt will crackdown on use of at home Ketamine usage - WSJ
13:25(US) Fed's Schmid (hawk; non-voter in 2026): Recent inflation data is encouraging, but recent data readings are too early to put too much weight on it; Inflation problem is not only about energy
13:34UBER 08:00 ET investor_meeting: Expects the transaction with Delivery Hero to close in H2 2027, be modestly non-GAAP EPS accretive upon closing and deliver high-single-digit percentage EPS accretion by year 3, while preserving Uber’s investment-grade balance sheet.

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12:24 (US) Market Trading Hours Summary: As expected, Dec PCE runs hotter than CPI, Q4 GDP impacted by shutdown; Supreme Court strikes down IEEPA tariff powers
S&P 5007572.25 0%EUR/USD1.16 1.39%USD/JPY159.03 1.9%GBP/USD1.34 0.72%OIL--Gold3982.6 17.39%