CNBC's MacKenzie Sigalos reports on why shares of Oracle are spiking.

Oracle's shares increased by 4% after reports emerged that the company is in advanced discussions with Meta regarding a multi-year, $20 billion cloud computing partnership. If finalized, the agreement would make Oracle a critical infrastructure provider for Meta's AI training and deployment operations. 

This development follows a significant $300 billion cloud commitment to Oracle from OpenAI, further establishing Oracle's growing presence in the competitive AI infrastructure market. Meta's stock also recovered from earlier lows as investors considered the potential impact of this possible partnership on the broader AI computing landscape.

Oracle shares spike on report of $20B AI computing deal with Meta

Well, we've got a market flash on Oracle. Mackenzie Sagalos has the details. Mackenzie. Hey John, so Oracle shares ended the day 4% higher after Bloomberg reported that it is in advanced talks with Meta on a $20 billion multi-year cloud computing deal. The agreement would make Oracle a critical infrastructure provider for Meta's AI training and deployment. It also follows OpenAI's massive $300 billion cloud commitment to Oracle, really cementing Oracle's status as a bigger player in that AI arms race. Meta ended off its session lows as investors digest what could become another landmark partnership in this scramble for AI computing power. Back to you guys. All right. Mackenzie Sagalos, thank you. The capacity crunch continues for AI compute. Well, now let's bring in Senior Markets Commentator Mike Santoli for a look at what the charts are saying about the underlying economy. Mike. Yeah, Morgan, it can kind of tell whatever story you might want to project upon it, but this is interesting looking at the Dow theory component. So the Dow industrial average compared to the transports and the utilities. This is over five years because I wanted to show the separation, the way the industrials have kind of accelerated higher relative to those other two. Now remember what the industrials are right now. It's got Goldman Sachs, it's got Microsoft, it's got NVIDIA in there. So it's not purely speaking industrial.

Three Russian military jets violated NATO member Estonia's airspace for 12 minutes on Friday in an "unprecedentedly brazen" incursion, its government said, the latest in a series of recent military actions by Russia that have rattled the alliance.

Tallinn

Russian jets enter Estonia's airspace in latest test for NATO

President Trump said Friday that he and Chinese President Xi Jinping "made progress" on a deal over TikTok ownership, and that he would visit China early next year.

Washington

Trump says he and Xi Jinping 'made progress' on TikTok deal

The apparent remains of Travis Decker, the man suspected of killing his three daughters in Washington state, have been located and are undergoing DNA testing. A manhunt has been underway for Decker since his daughter's bodies were found in June.

Remains of father suspected of killing 3 daughters found

Three Russian MiG-31 fighter jets lingered in NATO-member Estonia's airspace for several minutes on Friday, according to Estonian authorities. Italian F-35s responded.

Moscow

NATO defences triggered amid Russian airspace violation

Fellow comedians Jon Stewart and Jimmy Fallon mocked U.S. President Donald Trump Thursday after Jimmy Kimmel Live! was pulled off the air on Wednesday by ABC following Federal Communications Commission pressure.

New York

Late-night hosts mock Trump as outrage over Kimmel grows

International sanctions imposed on Iran before the 2015 nuclear deal, could be reinstated within days. The United Nations Security Council has voted against lifting sanctions permanently, because of the country's nuclear programme.

Tehran

Middle East Conflict

Sanctions to hit Iran again after UN vote

Washington has accused Venezuelan President Nicolas Maduro of being involved in drug trafficking - a claim he denies. In recent weeks, the US military has been building up its presence in the Caribbean. Venezuela has responded by holding military drills.

Caracas

Venezuela orders three-day drills amid U.S tensions

A Republican measure to keep the government funded until Nov. 21 stumbled in the Senate after clearing the House, leaving lawmakers without a clear path forward to avoid a funding lapse at the end of the month.

Government shutdown looms after GOP funding bill fails in Senate

In suburban Chicago, tensions boiled over as authorities unleashed tear gas and pepper balls to break up a crowd that was trying to block vehicles outside a U.S. Immigration and Customs Enforcement building.

Chicago

Tensions boil over as protesters clash with authorities outside Chicago ICE facility

Gunfire struck the building that houses the ABC 10 TV station in Sacramento on Friday afternoon. No one was injured.

Sacramento

Gunfire strikes Sacramento ABC TV station building

President Trump signed two executive orders at the White House on Friday night. The first established the Trump Gold Card as a path to U.S. citizenship for $1 million. The second adds a $100,000 fee for skilled worker visas called H-1B worker visas.

Trump signs $1M gold card visas, adds fee for skilled workers

With Jimmy Kimmel off the air for a third straight day, the fallout is growing. Film and TV writers protested outside ABC headquarters in New York, even as President Trump warned he may go after other networks next. Nancy Cordes reports.

Fallout grows after Jimmy Kimmel taken off air

President Trump on Thursday suggested that networks should have their licenses pulled for negative coverage of him. His comments come amid ABC's suspension of Jimmy Kimmel over remarks about the Charlie Kirk shooting suspect.

Trump floats revoking TV licenses over negative coverage

State Farm Stadium in Glendale, Arizona, can hold more than 63,000 people, but on Sunday, police are anticipating more than 100,000 people will try to attend Charlie Kirk's memorial service.

Orem

Security preparations underway for Charlie Kirk memorial

Three Russian fighter planes flew into Estonian airspace, and NATO scrambled Italian, Swedish and Finnish aircraft to repel them. Russia last week sent drones into Romania and Poland, two other NATO members.

Ukraine Invasion

NATO scrambles jets to repel Russia incursions

Protesters are clashing with federal agents outside an ICE detention facility near Chicago. Video shows what appears to be tear gas being deployed and some physical altercations.

Video shows ICE protesters being dragged by agents near Chicago

U.S. President Donald Trump and Chinese President Xi Jinping discussed agriculture, tech and trade during a call about potential deals on Friday (Sept. 19). Trump says he and Xi made progress on a TikTok deal.

Trump, Xi Jinping discuss trade, tech on latest call with China

An AI-generated government “minister” made its debut with an address in the Albanian parliament on Thursday (September 18), with Prime Minister Edi Rama presenting the bot as a symbol of his government’s push for transparency and innovation.

Tiranë

Rise of AI

Albania unveils AI-generated 'minister'

A spokesperson for the Taliban Foreign Ministry said the couple "violated Afghan law" and were released from prison on Friday after a court hearing but didn't say what law they were alleged to have broken.

Kabul

Taliban releases British couple held for months in Afghanistan

Three Russian MiG-31 fighter jets lingered in NATO-member Estonia's airspace for several minutes on Friday, according to Estonian authorities.

Russian fighter jets violated Estonia's airspace, authorities say

The U.S. House of Representatives has passed a short-term spending bill to avert a government shutdown that would fund the government until Nov. 21. CBS News' Nikole Killion reports.

House passes short-term spending bill to avert shutdown

ABC preempted Jimmy Kimmel Live! indefinitely after U.S President Donald Trump's appointed Federal Communications Commission chair Brendan Carr threatened action following Kimmel's comments surrounding the killing of Charlie Kirk. Now Trump is suggesting that networks that 'only give him bad press' should have their licenses suspended.

Trump suggests revoking licenses of networks that are ‘against' him

French President Emmanuel Macron tells "Face the Nation" moderator Margaret Brennan that France's decision to recognize a Palestinian state is necessary "to isolate Hamas" and help stop the war.

Paris

Macron: Recognizing Palestinian statehood necessary 'to isolate Hamas'

U.S. President Donald Trump celebrated the suspension of talk-show host Jimmy Kimmel from the airwaves and said TV broadcasters should lose their licenses over negative coverage of his administration, adding fuel to a national debate over free speech.

Trump applauds comedian Jimmy Kimmel's suspension

A much-awaited announcement about a deal to keep Chinese-owned App TikTok online in the US is likely in the coming hours. It will be one of the main items on the agenda of a phone-call between Donald Trump and Xi Jinping. The two men will also discuss a standoff over trade tariffs.

Beijing

Xi, Trump set to discuss TikTok deal in Friday call

The US blocked a UN Security Council resolution demanding a ceasefire in Gaza, drawing condemnation from members. Algeria’s UN ambassador Amar Bendjama apologized to Palestinians after the vote.

U.S. vetoes UN Gaza ceasefire resolution for sixth time

U.S. President Donald Trump and British Prime Minister Keir Starmer held a joint news conference to conclude Trump’s state visit to the U.K. Trump acknowledged a disagreement with Starmer over Gaza and Palestinian statehood.

London

Trump, Starmer disagree over Palestinian state as visit wraps

A group of 22 young climate activists is suing the Trump administration in hopes of blocking three executive orders promoting the use of fossil fuels.

Missoula

Young climate activists sue Trump over fossil fuel orders

A CDC advisory panel voted to shift its guidance on immunising children under 4 with the combined measles, mumps, rubella, varicella vaccine. Instead of the combined shot, the advisory panel voted to recommend the age group get an MMR vaccine and a varicella vaccine separately.

Atlanta

CDC updates guidance on MMRV vaccine for young children

ABC confirmed that the popular late-night show "Jimmy Kimmel Live!" has been "preempted indefinitely" following comments Kimmel made on the show in response to the shooting death of conservative activist Charlie Kirk.

Breakdown