News and my thoughts from the past week (27Jul2026)
META $12 billion bond offer comes in at 7.6% on “weak demand”. So much pain coming to Oracle. On Monday, whose bonds are rapidly selling off at 7.9% to 8.1% while Meta was around 6.7%. - X user Roger
Will this save Oracle?
Are people leaving a sinking ship in BlackRock?
JUST IN: OpenAI caught one of its AI agents leaving instructions for future versions to escape internal controls. - X user Watcher Guru
Nike is planning to cut off thousands of online distributors in China beginning in January as the sneaker giant looks to clean up what’s become a messy digital marketplace and get the region back to growth, the company said Tuesday. Starting next year, Nike’s online footprint will shift primarily to the retailer’s official website and app, and the storefronts it operates on Tmall, and Douyin, some of China’s largest online marketplaces and social platforms. - CNBC
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