FERC Starts The AI Power Filing Clock
MSM writes data-center growth and X yells subsidy; FERC deadlines decide when AI power costs become public.
Theo Kaplan
Bureau: San Francisco
Google TPU Financing Borrows Nvidia Playbook
MSM sees a chip challenge and X debates CUDA; the financing structure is the real balance-sheet question.
Paramount Warner Faces FCC Foreign Ownership Clock
MSM says DOJ cleared a deal and X says capture; FCC ownership review and July 1 answers are the receipt.
Mach Industries Six Programs Test Defense Tech Focus
MSM loves the young founder and X loves defense speed; six programs make focus the valuation test.
Fox Roku Proxy Still Lags World Cup Data Thesis
MSM separates sports ratings from M&A and X sees app capture; the proxy decides the deal mechanics.
Shinkei Fish Robot Turns AI Into Supply Chain Receipt
MSM sees quirky fish robotics and X sees real-world AI; buyers need volume, quality, price, and deployment proof.