Brought to you by:
Top stories today:
- Meta acquires AI agent social network Moltbook
- Oracle Q3 FY26 revenue +22% YoY to $17.2B, beats $16.9B estimate
- General Catalyst said to seek ~$10B fundraise after $8B in 2024
- Legora raises $550M Series D led by Accel at $5.6B valuation
- Thinking Machines Lab signs multiyear deal with NVIDIA
- Pershing Square, Bill Ackmanās hedge-fund firm, files for IPO
0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations):
Mar. 16: Moltbookās creators Matt Schlicht and Ben Parr will join Meta Superintelligence Labs as part of the deal.
Mid-Mar.: The deal is expected to close.
The deal price was not disclosed.
Existing Moltbook customers can continue using the platform, Meta said in an internal post, though the arrangement may be temporary.
Most teams know AI can help. The hard part is building workflows that actually run reliablyāconnecting agents, automations, and LLMs into systems people use every day. You need someone who can design for the messy middle:
AI agent design and deployment
No-code and LLM workflow integration
Process and dashboard automation
This is the kind of talent you get with Athyna Intelligence: vetted LATAM AI specialists working in U.S.-aligned time zones.
*Disclaimer: We have equity in Athyna.
3. Oracle Q3 FY26 revenue +22% YoY to $17.2B, beats $16.9B estimate
+44% YoY in cloud revenue to $8.9B.
+84% in cloud infrastructure revenue to $4.9B.
+3% in software revenue to $6.1B.
$50B capital expenditure expected in FY2026, unchanged from prior guidance.
$90B FY2027 revenue projected vs. $86.6B analyst estimate.
Oracle stock +9% in after-market trading after the earnings.
Stop swapping between tools. 150,000+ Microsoft customers use Slack to connect every tool and automate workflows.
Watch the demo to see integrations with Office and SharePoint, AI-powered automation, and no-code search.
Benefit from an open ecosystem with 2,600+ apps that puts AI at the center of collaboration.
*Sponsored.
5. General Catalyst said to seek ~$10B fundraise after $8B in 2024
