S&P cut Oracle to BBB-, one notch above junk, as $250 billion in AI data-centre spending burns cash and bond investors price the debt closer to junk levels.
Google is months behind on its Gemini Pro upgrade as coding falls short, engineers leave for Anthropic, and a training data refresh disappointed internally.
GameStop CEO Ryan Cohen dismissed physical game sales as irrelevant on Bloomberg TV as collectibles hit 41 percent of revenue and he pushes his eBay bid.
Visa launched the Visa Stablecoin Platform with Open USD support, letting banks issue and settle stablecoins, sending Circle shares down roughly six percent.
Google is rebranding NotebookLM as Gemini Notebook, expanding its code execution features to Pro subscribers and bringing notebooks into AI Mode in Search.