Moore Threads Technology

• SAP shares see biggest drop since 2020 after fourth-quarter cloud contract growth disappoints - It's the biggest daily fall since October 26 2020, when stock dropped 22% following disappointing third quarter results
• Tougher stance on Trump is 'very good for business', says JP Morgan's Europe boss as CEOs welcome tariff U-turn - Market watches breathed sigh of relief on President Donald Trump's tariff U-turn, but keep focused on corporate resilience.
• European markets set to rocket on Trump's Greenland 'deal,' tariffs retreat - European stocks are expected to open higher after U.S. President Donald Trump said a framework agreement had been reached on Greenland and called off tariffs.
• OpenAI and SoftBank announce $1 billion investment in SB Energy as part of massive AI buildout - OpenAI and SoftBank agreed to invest $1 billion into a SoftBank-backed energy provider as the companies prepare for a massive buildout of AI data centers.
• Hopes rise for Chinese property support ahead of key March meeting - China may be reassessing its approach to the property sector after a flagship party journal urged more forceful measures.
• Baidu’s semiconductor unit Kunlunxin files for Hong Kong listing amid AI chip boom in China - Baidu has announced plans to spin off its artificial intelligence chip subsidiary, Kunlunxin, and list the new firm on the Hong Kong Stock Exchange.
• Dust to data centers: The year AI tech giants, and billions in debt, began remaking the American landscape - Big Tech is remaking the U.S. map into an AI empire — kingdom-scale data centers, unprecedented debt, power constraints, and a near-religious belief in scaling.
• Softbank has fully funded $40 billion investment in OpenAI, sources tell CNBC - TechSoftbank has fully funded $40 billion investment in OpenAI, sources tell CNBCPublished Tue, Dec 30 20259:10 AM ESTUpdated 2 Min AgoSamantha Subin@samantha_s
• Asia-Pacific markets set to open mostly lower on penultimate day of the year - Investors will be focused on China's military exercises around Taiwan today, after it announced new drills surrounding the island Monday.
• DigitalBridge shares jump 50% after report SoftBank is in talks to acquire firm - The premarket move comes shortly after Bloomberg reported Japan's SoftBank was in advanced talks to acquire the data center investment firm.