Oracle launches AI data platform for enterprise-scale AI applications

According to a Reuters report, Moody’s Ratings said Tuesday that massive borrowing to fund artificial intelligence (AI) infrastructure is pushing the private credit sector beyond traditional corporate lending. However, a large volume of loans will mature in the coming years, leaving weaker borrowers facing potential refinancing difficulties. Specifically, AI financing needs have expanded beyond data center construction to areas including land, power, semiconductors, graphics processing units (GPUs), and tensor processing units (TPUs). Moody’s projects that total capital expenditures of the U.S.’s five largest hyperscale cloud service providers and CoreWeave will reach nearly $1 trillion by 2027, with funding sources including operating cash flow, debt, and financing structures such as joint ventures and special purpose vehicles (SPVs). Moody’s warned that loans maturing between 2027 and 2029 will test weaker borrowers’ ability to refinance amid higher interest rates. Of the 607 borrowing firms tracked by Moody’s, around 17% use payment-in-kind (PIK) interest—a practice that defers cash interest payments and adds accrued interest to debt, further increasing their debt burden. Additionally, Moody’s flagged risks related to “circular financing”: as cross-investments, lending, and procurement between tech firms, chipmakers, and AI developers grow, these interconnected exposures could deteriorate simultaneously if the industry enters a downturn.

Renowned trader Killa posted that he is still holding his long Bitcoin position entered around $76,400, with no changes to his current trading plan. To capture significant market moves, one must patiently endure extended sideways ranges and dull price action; the difference between profitable and losing traders often lies in patience and the ability to stick to a predefined plan amid shifting market sentiment. Killa noted he will not move his stop-loss up to the entry price, instead holding the position until either his target is hit or the stop-loss is triggered. Frequent position changes by traders are precisely why many suffer trading losses; the key is whether the market structure has changed or if the trading plan needs adjustment. Both factors remain unchanged, so he will not panic, second-guess himself, or waver, and will continue executing his original strategy.

Crypto venture capital firm Dragonfly has announced that Rob Hadick and Tom Schmidt have been promoted to managing partners, and will lead the firm alongside Haseeb Qureshi and Bo. Dragonfly noted that the promotions recognize the critical roles the two have played in the company's growth, and mark a further refinement of its partnership structure.

US President Trump said that soon, we will officially ban the term "artificial intelligence (AI)" in all relevant documents.

The Trump administration is considering providing up to $5 billion in financing to Constellation Energy to upgrade and modernize its nuclear reactor facilities in Illinois, Maryland and Pennsylvania. The U.S. Department of Energy (DOE) said the conditional loan commitment will support the projects, which are expected to add nearly 1.1 gigawatts (GW) of power, helping strengthen the grid and reduce costs. U.S. Energy Secretary Wright will announce the financing deal later Tuesday at an Illinois nuclear power plant that supplies electricity to Google. Wright said in a statement: “The DOE is accelerating the implementation of President Trump’s ‘American Nuclear Renaissance’ initiative and fully unlocking the potential of the nation’s existing nuclear facilities.”

According to official announcements, Ondo has announced that its 15 tokenized stocks and ETFs now support cross-chain transfers from Ethereum and BNB Chain to Robinhood Chain. Meanwhile, Uniswap has added 11 StablePair liquidity pools to provide round-the-clock liquidity for Robinhood Chain's DeFi ecosystem. This expansion is expected to bring new arbitrage opportunities, offer traders more avenues to execute trades and earn liquidity provider (LP) fees, and access the 24/7 liquidity of Ondo's tokenized stocks. Ondo stated that this move will enable more traders to participate in Ondo's tokenized stock trading, while also creating more possibilities for developers to build financial applications around related assets.