Kim Kahn

If approved, DeMauro would succeed Bob Iger, who led Disney from 2005 to 2020 and returned to the top job in 22.

Recent reports suggest Iger wants to step down before his contract expires on December 31st.

DeMauro joined Disney in 1998 after previously working for Gillette and rose through the company largely via its theme park business.

Among active stocks, Oracle says it expects to raise $45 to $50 billion this year through a mix of debt and equity to build more capacity for its cloud infrastructure business.

BNP Paribas says the financing plan could be a clearing event for the stock, especially with OpenAI heading into another fundraising round.

In energy, Devon Energy and Cotera Energy have agreed to merge in an all-stock deal to create a larger shale operator with a strong position in the Delaware Basin.

Under the terms, Cotera shareholders will receive 0.7 share of Devon for each Cotera share, implying a combined enterprise value of about $58 billion.

And SanDisk is back at it, leading S&P gainers again on track for a 40% run over the last five sessions.

Its status as a pure plain memory name has helped push the stock up more than 175% so far in this year alone.

Looking to the economy, here we go again.

The Bureau of Labor Statistics says it won't release the January jobs report because of the partial government shutdown.

And Tuesday's JOLTS report, the Job Openings and Labor Turnover Survey, is also expected to be delayed.

In other news of note, President Trump is set to launch a strategic critical minerals stockpile with $12 billion in seed money as the U.S.

looks to reduce reliance on Chinese rare earths and other metals.

Bloomberg reports the venture, expected to be called Project Vault,

would combine $1.67 billion in private funding with a $10 billion loan from the U.S.

Export-Import Bank to acquire and stockpile minerals for automakers, tech companies, and other manufacturers.

The effort would function like the nation's emergency oil reserve, but instead of crude, the focus would be on minerals such as gallium and cobalt, used in products ranging from iPhones and batteries to jet engines.

And in the Wall Street Research Corner, Oppenheimer says investors should brace for more market volatility this week, but argues that underlying fundamentals are still strong enough to handle the bumps.

Strategist John Stolfath says the market could echo from theme to theme, but there's enough resilience for stocks to withstand and navigate some choppiness near term.