Warsh Fed Minutes Show Nine of Eighteen Officials Favor a Hike
CNBC asks whether the Fed will hike; the paper's gap is the collision — a hawkish committee tightening into a war-driven oil spike on the same afternoon.
Theo Kaplan
Bureau: San Francisco
OpenAI Chases a Trillion-Dollar Listing While Projecting Fourteen Billion in 2026 Losses
MSM writes the $1T valuation; X reads bubble mania — but $14B is a 2026 projection, the 2025 audited loss is ~$20.9B, and the S-1 that would settle both stays sealed.
OpenAI Pitches a Five Percent US Government Stake That Congress Must Approve
MSM covers a novel public-wealth idea; X splits nationalization-lite vs '5% is far too small' — but an equity offer that needs Congress is not equity.
Illinois Freezes Data Center Tax Breaks as Grid Strain Mounts
MSM frames it as economic-development policy; X reads ratepayer dumping — Illinois is the clearest state-level 'who pays for AI power' instrument yet, with a dollar figure attached.
CFIUS Stalls the Saudi EA Buyout Over Seven Hundred Million Players' Data
MSM treats the delay as routine deal procedure; X reads gamer betrayal and surveillance — the deciding question is Saudi state access to 700 million players' behavioral data.
Britain Weighs a Public-Interest Intervention in the Paramount-Warner Deal
MSM runs a regulatory-calendar horse race; X reads media-capture panic — but three separate reviews are running and none is a court order.
O'Reilly Bids Ten Billion for Genuine Parts' NAPA Auto Division
MSM runs a clean deal-desk story; X reads aftermarket consolidation as pricing power — the receipt is a cash bid for a distribution network, not the headline number.