TLDRs; Oracle stock edged slightly lower after plans to expand a major Texas AI data center with OpenAI were scrapped. The Abilene campus remains active, but negotiations over financing and changing infrastructure needs halted the proposed expansion phase. Meta Platforms is reportedly considering leasing the unused capacity as competition for AI infrastructure intensifies globally. Nvidia has take...
TLDRs; Oracle stock edged slightly lower after plans to expand a major Texas AI data center with OpenAI were scrapped. The Abilene campus remains active, but negotiations over financing and changing infrastructure needs halted the proposed expansion phase. Meta Platforms is reportedly considering leasing the unused capacity as competition for AI infrastructure intensifies globally. Nvidia has taken a strategic role in the project, pushing for its chips to power the large-scale facility. 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Shares of Oracle (ORCL) moved slightly lower after reports revealed that the company and OpenAI have abandoned plans to expand a massive artificial intelligence data center located in Abilene, Texas. The proposed expansion had been part of a broader effort to scale AI infrastructure capable of supporting the rapidly increasing computational demands of advanced models. According to people familiar with the matter, negotiations between the companies stalled after disagreements over financing structures and shifting forecasts around OpenAI’s computing capacity requirements. As a result, the expansion plan for the facility was dropped, though the broader partnership between the two firms remains intact. Despite the halted expansion, Oracle continues to work on previously agreed infrastructure commitments. The company signed a deal last year to develop approximately 4.5 gigawatts of capacity for OpenAI, and that project remains underway as both companies pursue other AI computing initiatives. The Abilene site itself is owned by infrastructure developer Crusoe Energy Systems, which has been transitioning from cryptocurrency mining operations toward building large-scale AI data centers. Massive Stargate Infrastructure Vision The Texas campus is widely viewed as a flagship location tied to the ambitious Stargate AI inf...
"He's the one person I look up to. I felt like he was speaking to me. I felt like all these isolated incidents were speaking to me to act up. He was me. He is the black version of me'."
"He's the one person I look up to. I felt like he was speaking to me. I felt like all these isolated incidents were speaking to me to act up. He was me. He is the black version of me'."
This interactive model has a limit on the number of drivers that can be modified in a single scenario. When the limit is reached those drivers not yet modified become disabled for modification. Your options are: Create new scenarios to try different combinations of driver modifications Reset one of your driver modifications in this scenario in order to modify another driver
This interactive model has a limit on the number of drivers that can be modified in a single scenario. When the limit is reached those drivers not yet modified become disabled for modification. Your options are: Create new scenarios to try different combinations of driver modifications Reset one of your driver modifications in this scenario in order to modify another driver
Onlookers captured footage of the moment a tornado swept through Union City in the US state of Michigan, destroying homes and uprooting trees. A separate video shows people seeking shelter indoors as another tornado in the city of Three Rivers sent large chunks of debris and dust flying across a car park. Authorities reported at least four people were killed and numerous others injured when stormy...
Onlookers captured footage of the moment a tornado swept through Union City in the US state of Michigan, destroying homes and uprooting trees. A separate video shows people seeking shelter indoors as another tornado in the city of Three Rivers sent large chunks of debris and dust flying across a car park. Authorities reported at least four people were killed and numerous others injured when stormy weather struck, with severe damage reported across several cities.
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Applied Digital (NasdaqGS:APLD) completed a secured note offering of about US$2.15b to fund its Polaris Forge 2 AI data center campus in North Dakota. The Polaris Forge 2 facility is planned as a 200MW AI data center, pre-leased to Oracle under a long-term agreement. The company ...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Applied Digital (NasdaqGS:APLD) completed a secured note offering of about US$2.15b to fund its Polaris Forge 2 AI data center campus in North Dakota. The Polaris Forge 2 facility is planned as a 200MW AI data center, pre-leased to Oracle under a long-term agreement. The company also entered into a separate US$2.4b, 1.2 GW power supply agreement to support its broader AI and high performance computing buildout. For you as an investor, this positions Applied Digital as a focused infrastructure provider to large cloud and enterprise customers that need AI and high performance computing capacity. The Oracle pre-lease gives Polaris Forge 2 an anchor tenant from the outset, while the long term power deal is intended to secure a key input for data center operations. These moves place NasdaqGS:APLD more firmly in the group of companies building the physical backbone for AI workloads. The key questions to watch are execution on construction, timing of capacity coming online, and how effectively the company manages financing costs alongside long term customer commitments. Stay updated on the most important news stories for Applied Digital by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Applied Digital. NasdaqGS:APLD Earnings & Revenue Growth as at Mar 2026 📰 Beyond the headline: 3 risks and 1 thing going right for Applied Digital that every investor should see. This funding and infrastructure move ties Applied Digital even more closely to large, investment grade customers that need AI and high performance computing capacity. The US$2.15b, 6.750% senior secured notes due 2031 are sized directly to build out 200MW at Polaris Forge 2, with Oracle already lined up as the long term tenant. That structure gives you a clearer link between a specific asset, its financing and a contracted cash flow so...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. The Pentagon has reportedly banned Anthropic as a vendor, instructing U.S. defense contractors to halt commercial ties with the AI provider. Palantir Technologies (NasdaqGS:PLTR) relies on Anthropic's Claude model within its Maven Smart Systems platform for military customers. The res...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. The Pentagon has reportedly banned Anthropic as a vendor, instructing U.S. defense contractors to halt commercial ties with the AI provider. Palantir Technologies (NasdaqGS:PLTR) relies on Anthropic's Claude model within its Maven Smart Systems platform for military customers. The restriction introduces immediate operational disruption for Palantir's defense software and touches over US$1b in Defense Department contracts linked to Maven Smart Systems. The move raises fresh questions about vendor concentration risk and the long term stability of government AI contracts tied to specific model providers. Palantir, best known for its data analytics and AI software for government and commercial clients, has been positioning Maven Smart Systems as a core offering for U.S. defense workflows. The Pentagon's decision to cut off Anthropic affects a foundational AI model inside that platform, meaning Palantir now has to rework key components of its tools while keeping mission critical systems running for military users. For you as an investor, the key issue is execution risk around this forced technology switch and what it means for Palantir's embedded role in U.S. defense programs. How quickly the company can substitute Anthropic's Claude with other AI models, while preserving performance and security standards, will likely influence the durability of more than US$1b in related contracts and how future government buyers assess vendor concentration risk in AI platforms from NasdaqGS:PLTR. Stay updated on the most important news stories for Palantir Technologies by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Palantir Technologies. NasdaqGS:PLTR 1-Year Stock Price Chart Is Palantir Technologies's balance sheet strong enough for future acquisitions? Dive into our detailed financial health analysis. Qu...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. The Pentagon has reportedly banned Anthropic as a vendor, instructing U.S. defense contractors to halt commercial ties with the AI provider. Palantir Technologies (NasdaqGS:PLTR) relies on Anthropic's Claude model within its Maven Smart Systems platform for military customers. The res...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. The Pentagon has reportedly banned Anthropic as a vendor, instructing U.S. defense contractors to halt commercial ties with the AI provider. Palantir Technologies (NasdaqGS:PLTR) relies on Anthropic's Claude model within its Maven Smart Systems platform for military customers. The restriction introduces immediate operational disruption for Palantir's defense software and touches over US$1b in Defense Department contracts linked to Maven Smart Systems. The move raises fresh questions about vendor concentration risk and the long term stability of government AI contracts tied to specific model providers. Palantir, best known for its data analytics and AI software for government and commercial clients, has been positioning Maven Smart Systems as a core offering for U.S. defense workflows. The Pentagon's decision to cut off Anthropic affects a foundational AI model inside that platform, meaning Palantir now has to rework key components of its tools while keeping mission critical systems running for military users. For you as an investor, the key issue is execution risk around this forced technology switch and what it means for Palantir's embedded role in U.S. defense programs. How quickly the company can substitute Anthropic's Claude with other AI models, while preserving performance and security standards, will likely influence the durability of more than US$1b in related contracts and how future government buyers assess vendor concentration risk in AI platforms from NasdaqGS:PLTR. Stay updated on the most important news stories for Palantir Technologies by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Palantir Technologies. NasdaqGS:PLTR 1-Year Stock Price Chart Is Palantir Technologies's balance sheet strong enough for future acquisitions? Dive into our detailed financial health analysis. Qu...
New Berkshire Hathaway CEO Greg Abel launched his tenure as the company's new chief with an 18-page letter to shareholders that shed light on many details regarding how Abel plans to run the sprawling company, how Berkshire is currently performing, how it is positioned for the future, and other, perhaps more surprising comments about plans for Berkshire's massive $318 billion equities portfolio. F...
New Berkshire Hathaway CEO Greg Abel launched his tenure as the company's new chief with an 18-page letter to shareholders that shed light on many details regarding how Abel plans to run the sprawling company, how Berkshire is currently performing, how it is positioned for the future, and other, perhaps more surprising comments about plans for Berkshire's massive $318 billion equities portfolio. For instance, Abel cited four key positions in Berkshire's portfolio -- Apple, American Express, Coca-Cola, and Moody's -- that he expects "will compound over decades" and will experience "limited activity," barring any fundamental changes in their long-term prospects. What's equally interesting is that Abel did not include two of Berkshire's current top-five positions in the group. Are these two stocks now on the chopping block? Bank of America -- 8.1% of portfolio One stock not mentioned by Abel as a "core holding" is Bank of America (BAC 1.71%), the second-largest bank by assets in the U.S. and the fourth-largest position in Berkshire's portfolio. While dumping many of its bank stocks during the pandemic, Berkshire loaded up on Bank of America, signaling that it would be its preferred large bank. While Buffett and Berkshire have a long history with the banking sector, they have also clearly soured on the industry. Berkshire has also cut its stake in Bank of America in half over the past few years. In 2011, following the Great Recession, Berkshire injected $5 billion of capital into Bank of America, in return for preferred stock and warrants that allowed it to acquire 700 million common shares at a price of $7.14 each in 2017, so Bank of America has undoubtedly been a terrific investment for Berkshire. Expand NYSE : BAC Bank of America Today's Change ( -1.71 %) $ -0.84 Current Price $ 48.69 Key Data Points Market Cap $349B Day's Range $ 47.62 - $ 48.70 52wk Range $ 33.06 - $ 57.55 Volume 1.6M Avg Vol 40M Dividend Yield 2.80 % However, Berkshire may not consider banks as mu...
George Russell claimed pole position for the Australian Grand Prix, the opening race of the new Formula One season, with an ominously dominant run for Mercedes. Russell and his teammate Kimi Antonelli locked out the front row with their nearest competitor Isack Hadjar in the Red Bull almost eight-tenths of a second behind the pole time in third place. The British driver and Mercedes were in a clas...
George Russell claimed pole position for the Australian Grand Prix, the opening race of the new Formula One season, with an ominously dominant run for Mercedes. Russell and his teammate Kimi Antonelli locked out the front row with their nearest competitor Isack Hadjar in the Red Bull almost eight-tenths of a second behind the pole time in third place. The British driver and Mercedes were in a class of their own at the front of the field but there was a disastrous opening for the four-time world champion Max Verstappen who crashed out before he had even set a timed lap. Home hope Oscar Piastri out-qualified his world champion teammate Lando Norris for McLaren in fifth and sixth respectively but both were more than eight-tenths back. Ferrari’s promise was not up to matching Mercedes, over the single lap at least, with Charles Leclerc in fourth and Lewis Hamilton in seventh. With the gloves at long last coming off in the first competitive session of the new season, Mercedes confirmed their position as the favourites with complete authority in Melbourne. The team had demonstrated great strength in testing but had not really shown their hand in raw pace over a single lap. In the sunshine at Albert Park, the opposition could not even chase their shadow. With the swathe of regulations changes implemented this season, including brand new chassis and engines, there was an expectation some teams would emerge stronger than others. But the march Mercedes have stolen is, on this form, something of a chasm. Red Bull may have been next best but when Mercedes turned up the wick the three main chasing teams were left wanting. View image in fullscreen Mercedes driver George Russell celebrates after claiming pole during the qualifying session for the Formula One Australian Grand Prix at Albert Park. Photograph: Martin Keep/AFP/Getty Images It was more impressive given that Antonelli had suffered a major crash in final practice and Mercedes had done well to repair the car. That he mana...
Stanislav Ostranitsa/iStock Editorial via Getty Images Rocket Lab ( RKLB ) stock has gained 1.2% since my last report, in which I upgraded the stock to buy, as I believe that the delay on the Neutron rocket program offers an opportunity for investors. In this report, I discuss the delay on the Neutron program, analyze the Q4 2025 earnings, and update my price targets. Neutron Fuel Tank Failure Is ...
Stanislav Ostranitsa/iStock Editorial via Getty Images Rocket Lab ( RKLB ) stock has gained 1.2% since my last report, in which I upgraded the stock to buy, as I believe that the delay on the Neutron rocket program offers an opportunity for investors. In this report, I discuss the delay on the Neutron program, analyze the Q4 2025 earnings, and update my price targets. Neutron Fuel Tank Failure Is Manageable Rocket Lab My view for the Neutron rocket has been that, depending on the nature of the fuel tank failure, the cost impact would be manageable with timelines shifting to Q4 2026 and potentially even Q1 2027. That view was largely confirmed during Rocket Lab's Q4 2025 earnings call . The company detailed the tank failure, which was not driven by a design issue but rather by a manufacturing issue using a hand-laid manufacturing method. For new tanks, automatic fiber placement, or AFP, will be used, which eliminates this issue. Furthermore, AFP is cheaper than manually doing the layup work. So, that already shows that from a cost perspective, the cost impact is contained, and R&D costs are still expected to peak in Q1 2026. The launch schedule did slip from mid-2026 to Q4 2026. Management intends to have a second launch rather quickly after the first test launch if there are no issues found during the test launch. However, I still believe that if the first launch happens in Q4, a derisked schedule would indicate a second launch in 2027 with a multi-year ramp-up trajectory for the Neutron rocket. Having listened to the management call, I would say that the comments aligned reasonably well with my expectations. Rocket Lab Sales Growth Drives Fixed Cost Absorption Leading To Higher Margins Rocket Lab (Earnings Presentation) Fourth quarter sales increased 16% sequentially to $179.7 million. Space System sales declined 9.1% to $103.8 million, driven by the timing of satellite platform milestones, solar power system timing, and supply chain dependencies. So, that will bec...
From ancient China and Paris’s Latin Quarter to ‘Han shot first’, test your knowledge with the Saturday quiz 1 The slogan “Han shot first” protested against the re-editing of which film? 2 The boundaries of the North, East and West Ridings met at which city? 3 What is the smallest species of UK crow? 4 Which notorious Disney film was based on stories by Joel Chandler Harris? 5 Which precursor of t...
From ancient China and Paris’s Latin Quarter to ‘Han shot first’, test your knowledge with the Saturday quiz 1 The slogan “Han shot first” protested against the re-editing of which film? 2 The boundaries of the North, East and West Ridings met at which city? 3 What is the smallest species of UK crow? 4 Which notorious Disney film was based on stories by Joel Chandler Harris? 5 Which precursor of the UN was established by the treaty of Versailles? 6 Rama IX ruled which country from 1946 to 2016? 7 Which singer and pianist was born Eunice Waymon? 8 What military force was the BAOR? What links: 9 Ancient China; California; Nagasaki; Latin Quarter of Paris; Rome? 10 Alert (possible); warning (expected); severe warning (risk to life and significant disruption)? 11 Covalent; ionic; metallic? 12 Bakelite; french fries; internal combustion engine; saxophone; standard map projection? 13 Ade Adepitan; Ian Dury; Frida Kahlo; Joni Mitchell; Itzhak Perlman; FDR? 14 Bligh’s ship; Olympus Mons location; Panthera leo; Via Lactea? 15 Isabella of France and Margaret of Anjou; Chester Burnett; Jordan Belfort? Continue reading...
In this week’s newsletter: Our annual recap of the must-see series spread across Apple TV, Netflix, Disney+ and more • Don’t get The Guide delivered to your inbox? Sign up here Streaming services: there’s a lot of them (with yet another, HBO Max, on the way later this month) and everyone seems to be signed up to different ones, making recommendations a challenge. Step forward the Guide’s fourth ed...
In this week’s newsletter: Our annual recap of the must-see series spread across Apple TV, Netflix, Disney+ and more • Don’t get The Guide delivered to your inbox? Sign up here Streaming services: there’s a lot of them (with yet another, HBO Max, on the way later this month) and everyone seems to be signed up to different ones, making recommendations a challenge. Step forward the Guide’s fourth edition of A Show for Every Streamer (previous versions can be seen here , here and here ), which does exactly as it describes. As is tradition, we’ve tried to avoid series that everyone has been nattering about (unlucky, Heated Rivalry), and instead spotlight less heralded, more surprising picks, starting with … Apple TV | Drops of God … a Japanese-American-French drama about warring wine experts, of course. A curious one, though it does fit in with Apple’s penchant for high-end subject matter. After a first series that saw the daughter of a deceased French wine expert face off against his Japanese mentee for ownership of his multimillion-dollar wine collection, season two – which arrived in January – sees the two team up to investigate the mysterious origins of a bottle of red from dad’s collection. Continue reading...
Five multiple-choice questions – set by children – to test your knowledge, and a chance to submit your own junior brainteasers for future quizzes Submit a question Molly Oldfield hosts Everything Under the Sun , a podcast answering children’s questions. Do check out her books, Everything Under the Sun and Everything Under the Sun: Quiz Book , as well as her new title, Everything Under the Sun: Al...
Five multiple-choice questions – set by children – to test your knowledge, and a chance to submit your own junior brainteasers for future quizzes Submit a question Molly Oldfield hosts Everything Under the Sun , a podcast answering children’s questions. Do check out her books, Everything Under the Sun and Everything Under the Sun: Quiz Book , as well as her new title, Everything Under the Sun: All Around the World . Continue reading...
Mountain hikes, river swims and centuries-old traditions appeal to the whole family on a trip to the Balkans ‘Uno, Uno, Uno No Mercy!” the six-year-old son of our hosts for the day bellows while leading my boys, 10 and 12, into his dimly lit corrugated iron home. I let out a little sigh of relief. The popular card game is a much-needed icebreaker as ominous clouds close in on the remote stan (the ...
Mountain hikes, river swims and centuries-old traditions appeal to the whole family on a trip to the Balkans ‘Uno, Uno, Uno No Mercy!” the six-year-old son of our hosts for the day bellows while leading my boys, 10 and 12, into his dimly lit corrugated iron home. I let out a little sigh of relief. The popular card game is a much-needed icebreaker as ominous clouds close in on the remote stan (the Albanian word for a shepherd dwelling). Despite the language barrier, much laughter and consternation soon spill out of the darkness, just as hail hammers down on the tin roof. Dogs bark, chickens cluck and sheep bleat as the thunder grows louder, and we all – our eight hosts, seven guests and one guide – shelter in the tiny kitchen, the living room-cum-bedroom (now Uno parlour), or on the veranda. It’s day two of a seven-day trip with Undiscovered Balkans, crisscrossing between Albania and Montenegro on foot and by car. Having always wanted to hike the Peaks of the Balkans trail, a 119-mile (192km) hike linking Montenegro, Kosovo and Albania, I jumped at the chance to sample this new guided itinerary. Combining some of the region’s most famous hikes with gentler excursions for kids, such as a day experiencing life as a shepherd, or visits to remote swimming spots, it seemed a novel alternative to our usual “get a map and hope for the best” approach to hiking holidays. Continue reading...
When does lighthearted banter become inappropriate and humiliating? The digital bank Monzo has been accused of overstepping the mark by using the data it holds to tell one customer with a past eating disorder that she eats a lot of fast food, spends “more than most” on Just Eat takeaways, and had banished her life goals thanks to her spending choices. Fiona Taylor* has escalated a complaint to the...
When does lighthearted banter become inappropriate and humiliating? The digital bank Monzo has been accused of overstepping the mark by using the data it holds to tell one customer with a past eating disorder that she eats a lot of fast food, spends “more than most” on Just Eat takeaways, and had banished her life goals thanks to her spending choices. Fiona Taylor* has escalated a complaint to the UK financial ombudsman after she was offended by what she called “shaming language” in the end-of-year review sent to her by the bank. In a similar vein to Spotify Wrapped, which shows users of the streaming service their top songs and artists of the past year, Monzo sends customers a personalised annual review of how and where they spent their money. The aim, says the bank, is to “provide an engaging and sometimes lighthearted summary of a customer’s year” – but it has divided opinion. On forums such as Reddit, some customers have criticised the Year in Monzo service for “judging” them and making “snarky” and “sarcastic” comments, while others said they were “just a bit of fun”. Some customers shared screenshots from their reviews that highlighted how much money they spend at the bakery chain Greggs or tease them for having an “unused oven”. Taylor, 42, from Kent, said Monzo had used her financial information to “generate humiliating behavioural commentary” that “crossed into personal and moral judgment”. She claimed this was not appropriate behaviour for a bank and amounted to a misuse of personal data. View image in fullscreen Fiona Taylor said Monzo used her data to ‘generate humiliating behavioural commentary’. Photograph: Supplied Her personalised spending review describes her 2025 as “a year of glory and folly”. It features a lot of references to food – telling her: “You foraged and feasted. But mainly, you fast fooded.” It then said she was “in the top 15%” for Just Eat, adding: “You like your banquets beige and boxed up.” This appears to be a reference to a “beige...