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WSJ Tech News Briefing

TNB Tech Minute: Oracle Stock Gets Boost From OpenAI Funding Runway

WSJ Tech News Briefing

The Wall Street Journal

Tech News, News

4.31.7K Ratings

🗓️ 9 February 2026

⏱️ 3 minutes

🧾️ Download transcript

Summary

Plus: Alphabet sells bonds that aren’t due for 100 years. And Australian startup Neara raises more than $60 million as data centers put pressure on power grids. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

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

0:06.8

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

0:12.6

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

0:19.0

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

0:24.3

Here's your afternoon TNB Tech Minute for Monday, February 9th. I'm Julie Chang for the Wall Street Journal.

0:30.9

Oracle shares closed up nearly 10% today, after an analyst with DA Davidson said investors should

0:37.2

see Oracle in a more positive light

0:39.4

now that the funding for OpenAI data centers the company is building looks clearer. The analyst

0:45.2

also wrote that recent worries about the AI impact on software are overblown. She notes that

0:50.8

companies will continue to pay for Oracle's products and that they will, quote, not be vibe-coded away.

0:57.8

Alphabet is gearing up to sell bonds that won't come due for a century.

1:02.5

It's a second big tech company to tap the bond market this year.

1:05.7

Oracle issued $25 billion of debt a week ago.

1:09.7

An investor familiar with the matter says the Google parent plans to sell debt in dollars,

1:14.6

British pounds, and Swiss francs with varying maturities. The dollar bonds will likely total about

1:20.2

$20 billion, up from the initially expected $15 billion, the investor said. Tech companies have started

1:27.0

borrowing heavily to fund massive investments in AI infrastructure.

1:31.9

And NERRA, an Australian startup that makes digital models for power networks, has raised

1:37.1

more than $60 million to expand.

1:39.5

It comes as rapid growth in data centers and renewable energy stretch aging electricity grids around the world.

1:46.4

Nearest customers include Southern California Edison and CentiPoint Energy.

1:50.7

The company makes 3D virtual replicas of entire networks that mimic real-world conditions

...

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