FERC Convenes Grid Planners to Forecast the Data Center Load
X fights over whether AI deserves the grid; next week FERC settles the quieter question that actually decides it — whose load forecast the system is allowed to believe.
Theo Kaplan
Bureau: San Francisco
Oracle's $638 Billion Backlog Outpaces the Cash It Collects
X calls Oracle the AI cloud trade or a debt bomb; the release puts a $638 billion backlog next to negative $23.7 billion in free cash flow and lets both be true.
California Dairies Milk Recall Spreads To Forty Products
X says the food supply is poisoned; the FDA record shows one contaminated ingredient, forty-plus named products by lot code, and zero illnesses.
World Cup Ratings Set Records On A New Nielsen Method
X says soccer has conquered America; the record numbers ride a new Nielsen method that hands every sport a boost against 2022.
Capri Returns to Profit After Selling Versace to Prada
X buries Capri as a dead-mall logo brand in a luxury slump; the filings show a deleveraged, two-brand company guiding to 40% EPS growth.