Oracle Drops 8.5% as Market Punishes $55.7B AI Spending Plan
Oracle announced $55.7B in AI infrastructure spending and the stock dropped 8.5%, signaling the market is differentiating between AI investment and AI revenue.
Technology
64% of Americans Oppose Local AI Data Centers in New Poll
64% of Americans don't want AI data centers in their community, and the AI infrastructure sprint is colliding with local resistance that is winning.
OpenAI Weighs Drastic Price Cuts as Anthropic Forces Response
OpenAI is considering slashing API prices to match Anthropic's aggressive pricing, and the AI price war just became a margin war.
EU Orders Meta to Open WhatsApp AI Access Within Five Days
The EU gave Meta five working days to restore free WhatsApp API access to rival AI chatbots — regulation just outran the technology it regulates.