FERC Software Conference Tests AI Data Center Load Forecasts
X sees data centers as a land grab; the FERC docket asks which software forecast of new load gets believed before anyone builds.
Theo Kaplan
Bureau: San Francisco
SEC AI Fraud Alert Sends Financing Claims Back To EDGAR
X prices AI buzz in seconds; the SEC's own alert and EDGAR ask whether the issuer, the filing, and the risk paragraph actually exist.
Oracle Record Backlog Meets Negative Free Cash Flow
X sees Oracle as an AI winner or a debt bomb; the release puts $638 billion of backlog beside negative $23.7 billion of free cash flow.
OpenAI Cyber Checks Gate Frontier Models Behind Verification
X sees cyber access as censorship or danger; OpenAI's published rules make identity, monitoring, and an error code the gate, not the model alone.
FDA Recall Pins Cookie Dough Soy Risk to One Lot Number
X turns a recall into brand panic, but the FDA notice narrows the danger to one lot number, one package, and a refund.
World Cup Audience Numbers Need Their Metrics Labeled
X reads one World Cup number as triumph or fraud, but attendance, average TV audience, and market share are different metrics that must be labeled.
Prada Versace Closing Keeps Luxury Deal In Filings
X turns Versace into a culture trophy; Prada's filings name the price, the clearances and the closing date.