Liontree Weekly Update
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Liontree Weekly Update
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“Our LT Weekly Update is a comprehensive weekly analysis aimed at helping our key corporate and investor clients cut through the noise and stay in front of what we view as the most important themes and developments driving the digital economy.”
- Leslie Mallon, Head of LionTree Public Markets

I first wanted to pause to remember all those impacted by September 11th and honor the lives lost, the courage shown, and the enduring spirit of unity that continues to inspire us. It is hard to believe that it was 24 years ago, yet may its influence continue to shape how we live, lead, and come together.

Turning to our Weekly Update, we knew it was going to be a busy start to September – and we were not proven wrong this week. The tech sector continues to be on a tear with Oracle’s +26% move and AI enthusiasm helping to propel Nasdaq up +2% on the week and drive the S&P 500 up +1.6%.  The media sector was also a key focal area with media consolidation speculation emerging. Wall Street conference season also continued this week. Net, there was not a shortage of important updates and developments that we wanted to analysis and flag.

In this edition, we focused on the below themes:

Lastly to highlight, LionTree served as exclusive financial advisor to Areim on its €600m debt financing of EcoDataCenter.

Have a restful weekend. We are bracing for another busy week looking ahead.

Leslie Mallon

Head of LionTree Public Markets

PH: +1-917-364-6778

We’re also excited to spotlight an innovative launch from our friends and partners at The Baer Faxt, the definitive multi-channel media platform for the global art market. This week they unveiled NoReserve, a new weekly newsletter crafted for both established and emerging art collectors, as well as discerning luxury-market consumers. Curated by subject-matter experts, NoReserve delivers actionable intelligence and timely insights—helping readers confidently navigate the traditionally opaque world of auctions, international art fairs, galleries, and emerging trends—while keeping them at the forefront of the latest news shaping the global art ecosystem. Check the link for more info.

Oracle Moved Into The AI Infrastructure Spotlight With Its Landmark OpenAI Deal

This was an incredible week for Oracle and the rest of the AI sector as the Co’s market cap skyrocketed by ~$240bn on the back of a $300bn, 5-year deal with OpenAI for cloud computing and a surge in Remaining Performance Obligations (RPOs). Oracle’s +36% share gain in reaction to the news was reportedly the largest since 1992 and helped Larry Ellison dethrone Elon Musk as the richest man in the world.

While the quarter itself was mixed and the guidance was ho-hum, the +359% y/y surge in RPO to $455bn was a main highlight and was attributed to the Co signing four contracts with three large customers during the qtr. Mgmt also cited the expectation of exceeding $500bn in RPOs in a few months’ time given other deals in the pipeline. Oracle Cloud Infrastructure (OCI) revenue is now expected to grow at a ~70% CAGR from FY25 to FY30.

All in all, Oracle joined the short list of AI golden children this week and looking ahead, all eyes will be on the new financial plan which is expected to be outlined at the Co’s upcoming Analyst meeting on October 13-16 in Las Vegas.

See below for more color (//)