I think the potential of Agenic is to rethink how work gets done overall. It challenges all sorts

of traditional orthodoxies around how organizations execute the work at hand. That's Jason Gersatus,

CEO of Deloitte U.S., talking about the transformational potential of A.Gentic AI. Join him later

to learn why agents are a game changer for businesses across industries.

Here's your morning, TNB Tech Minute, for Monday, February 2nd. I'm Julie Chang for the Wall Street Journal.

Oracle plans to raise between $45 billion this year to fund its AI infrastructure buildout. The cloud services giant said it

expects to raise the money through a combination of debt and equity. So it can meet demand. It's

already contracted from clients like Nvidia, Meta, TikTok, OpenAI, XAI, and AMD. Oracle stock

saw a 36% increase last September after it announced a strong quarter for

bookings. But investors have since started to question the sustainability of AI spending commitments

from tech giants and Oracle's capital-intensive business model that concentrates a large chunk of

future revenue on a few large customers.

Disney's streaming profits surged in the December quarter.

The entertainment giant said operating income for its Disney Plus and Hulu streaming services grew 72% from the same quarter a year ago to $450 million, well above Wall Street estimates. Meanwhile, Disney's non-streaming

entertainment operating income plummeted 55% last quarter to $650 million. Disney's board of

directors is expected to vote this week on who will succeed Bob Eiger as CEO. The company's next

CEO will be charged with continuing its shift

towards streaming while managing traditional TVs expected continued decline. And Bitcoin sold off

sharply over the weekend, as investors broadly shift away from risky assets such as tech stocks.

In overnight trading, Bitcoin hit around $74,500, its lowest

intraday level since April last year when President Trump's Liberation Day tariffs were shaking

markets. The digital token recently regained a little ground to trade at roughly $78,000.

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