Supreme Court overturns two-year ban on establishing industrial enterprises in the Taj Trapezium Zone

The United States Department of Defense announced on Thursday (23) a new contract with Oracle, which could reach US$ 7 billion (equivalent to R$ 35.7 billion). This agreement aims to unify the software licenses used in the Pentagon's internal data centers under a single contract.

Objective and Scope of the Agreement

This contract has an initial term of five years, with the possibility of extension for another five years. It is part of a Pentagon strategy focused on reducing expenses and eliminating fragmented technology purchases. The agreement, named Enterprise Software Agreement, was negotiated by the Navy Department and covers the use of Oracle software in local (on-premises) infrastructure.

The scope of the pact includes all Pentagon units, as well as the United States Coast Guard and the U.S. intelligence community. According to the Pentagon's Chief Information Officer (CIO), Kirsten Davies, standardizing these acquisitions should result in a minimum saving of US$ 441 million (R$ 2.2 billion) for taxpayers.

Continuity of Consolidation Initiatives

This new contract follows a similar initiative established in May with Microsoft. At that time, the Pentagon signed a five-year contract worth US$ 9.6 billion (R$ 49.4 billion) to centralize Microsoft licenses and other corporate programs that were scattered across various branches of the Armed Forces, the intelligence community, and the Coast Guard.

The Department of Defense clarifies that both contracts are part of a broader plan led by Kirsten Davies, aimed at decreasing repetitive spending on military software by replacing isolated contracts with single agreements covering the entire government structure.

Commercial Impact for Oracle

For Oracle, the new contract represents a significant advancement, especially since its shares had been facing investor pressure throughout the year. Shortly after the announcement, the company's shares rose approximately 3% in after-hours trading. The initial five-year period stipulates both perpetual and subscription licenses, in addition to including consulting and maintenance services related to the software provided by the company.

Market Challenges and Growth

Despite this contractual victory with the American government, Oracle's shares have fallen by 38% this year. Investors are concerned about the effect of artificial intelligence (AI) on the growth projections of traditional software companies. Additionally, Oracle has accumulated billions of dollars in debt to expand its AI-focused data center infrastructure.

In June, the company reported a 2% decline in its quarterly software revenue compared to the previous year, although its database system maintains wide usage by large corporations. In contrast, the cloud computing division's revenue grew by 47%, driven by demand for AI computing capacity from clients such as OpenAI and other users.

Political Connections and Spending Context

It is relevant to note the proximity between Oracle co-founder Larry Ellison and U.S. President Donald Trump. Ellison reportedly made a contribution of US$ 45 million (R$ 229.4 million) to a non-profit organization that supported Trump's presidential campaign in 2024. He was also one of the first guests at the White House during the president's second term, when he presented plans for building AI data centers for the Stargate project in the United States.

Trump endorsed Oracle's participation in the operation involving U.S. TikTok assets. Furthermore, in May, the Department of Defense formalized agreements with Oracle and other technology companies to implement AI solutions in classified government networks. The contract announcement occurs in the same week that Pete Hegseth, U.S. Secretary of Defense, estimated that the conflict against Iran, which began in February, has already generated a cost of US$ 37.5 billion (R$ 191.2 billion) for the country, reinforcing the context of Pentagon spending rationalization.

Data OLX Autos and Fenauto (Federation of Used Vehicle Dealers) released the results of the Used Vehicles Index (IVU) for June 2026 in July 2026, covering the entire national territory. This survey aimed to map both the demand and the actual sales volume in the semi-new and used vehicle market, classifying models by body type and age range.

Hatchback Performance

In the hatchback category, leadership positions were maintained in the youngest age brackets, with few changes observed in the intermediate segments.

Details by Age Range (Hatchbacks)

For vehicles aged 0 to 3 years, the Chevrolet Onix led, followed by the Volkswagen Polo and the BYD Dolphin. In the 4 to 8 year group, the Chevrolet Onix remained in first place, while the Hyundai HB20 was second and the Fiat Argo was third. The Ford Ka rose to fifth place, surpassing the Volkswagen Gol. Among models aged 9 to 12 years, the previous podium was maintained with Hyundai HB20 (1st), Chevrolet Onix (2nd), and Fiat Palio (3rd). Volkswagen Gol and Renault Sandero occupied fourth and fifth places, respectively. For cars aged 13 years or more, the leadership was taken by Volkswagen Gol, Fiat Palio, and Fiat Uno.

Sedan Analysis

The Toyota Corolla demonstrated consistency, maintaining leadership in most age brackets up to 12 years old. In the 0 to 3 year bracket, after the Corolla, the Hyundai HB20S was second and the Volkswagen Virtus was third. BYD introduced two models to this list: the King in 8th place and the Seal in 9th. Among sedans aged 4 to 8 years, the Volkswagen Virtus assumed the runner-up position, with Honda Civic in third and Volkswagen Voyage in fourth, while the Hyundai HB20S dropped to sixth place. For models aged 9 to 12 years, the podium remained unchanged, consisting of Toyota Corolla, Honda Civic, and Chevrolet Prisma. In cars aged 13 years or more, the Honda Civic led, followed by the Fiat Siena in second and Toyota Corolla in third.

SUV Results

The sport utility vehicle segment also showed repetition of podiums in the main age brackets. In the 0 to 3 year group, the Volkswagen T-Cross was first, followed by the Volkswagen Nivus (2nd) and Hyundai Creta (3rd). For vehicles aged 4 to 8 years, the Jeep Compass led, with Jeep Renegade in second and Nissan Kicks in third. The Honda HR-V maintained its lead in the 9 to 12 year bracket. Finally, in the 13 years or older segment, the Ford EcoSport occupied the first position.

IVU Methodology

The Used Vehicles Index (IVU) is determined by the average calculated between the demand indicator provided by the OLX platform and the sales indicator from Fenauto. This calculation considers variables such as body type, brand, model, and age range. A performance above the group average signals a higher correlation between demand and actual sales.