Oracle sent a force majeure notice over its New Mexico data center, citing opposition and regulatory setbacks, and Yahoo Finance Breaking Business News Reporter Jake Conley explains why courts may not accept that. Oracle says the project remains on schedule. Host Julie Hyman on the global bond rout, the 30-year at its highest since 2004 and a five-year auction that priced at 5.033%. Senior Autos Reporter Pras Subramanian on Tesla’s Semi event and Bentley’s first EV. Plus Meta Connect, the OpenAI agent that breached an Australian government site, and Barry Diller dropping his bid for MGM Resorts.
Timestamps
0:00 Meta Connect: Charm, VR glasses, camera-free Ray-Bans
2:20 What the daily active user number actually says
2:43 What analysts wanted and did not get
4:41 Give Zuckerberg credit
6:01 Mahaney’s re-rating call
6:47 Two reviews of Muse
8:00 OpenAI’s agent and the Australian health portal
10:39 Don’t lose the forest for the trees
11:56 Gary Cohn’s product liability argument
12:49 Litigation lags technology
13:40 Breaking: Oracle sends a force majeure notice
15:03 That is not a traditional force majeure
17:19 What the midterms do to data center permitting
17:44 Tesla’s Semi event tonight
21:44 Europe’s EV and hybrid numbers
24:40 The global bond rout
25:03 The five-year auction nobody wanted
26:23 The crowding-out effect
31:24 Who higher rates actually hurt
32:11 The Trump-Xi summit and a two-month truce
34:00 The F-35 parts that went to Hong Kong
37:14 Taiwan and the delayed arms shipment
38:10 The 90-day diesel export ban plan
41:21 Bentley’s first EV
43:49 Darden and the everything-else trade
47:21 Barry Diller walks away from MGM
#Oracle #BondMarket #DataCenters #The830 #YahooFinance
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