following my previous post

energy $CEG is the ultimate ai trade

OpenAI to raise $110B at $730B valuation, expands cloud & chip partnerships

• OpenAI to raise $110B in new investment at a $730B valuation
• Expanding AWS agreement by $100B over 8 years
• Broadening long-standing partnership with NVIDIA

Oracle (ORCL) is trading higher today, February 25, 2026, following a major analyst upgrade and easing concerns regarding its massive capital investment strategy. The stock rose roughly 4% in today's session after Oppenheimer upgraded the shares to Outperform from Perform, citing a favorable risk-reward profile after a significant multi-month selloff. Oracle is raising $45 billion to $50 billion in 2026 through debt and equity to fund a historic buildout of Oracle Cloud Infrastructure (OCI). The company's growth is heavily tied to major AI contracts with OpenAI, Meta, NVIDIA, and TikTok. Easing concerns about OpenAI’s funding stability has improved investor sentiment. Analysts project Oracle’s EPS could double or triple by fiscal 2030 as massive capital expenditures begin to monetize, though short-term free cash flow remains under pressure. PT $286

Fed Will Be Main Buyer of Treasury Bills in 2026

The share of T-bills outstanding has increased to 22%, and 85% of Treasury gross issuance is T-bills.

$10 trillion of government debt will mature over the next year, which is 33% of all debt outstanding.

conclusion : own hard assets ( gold / bitcoin / land / metals , ... )