
Wall Street Breakfast
Oracle raises alarm over AI datacenter
4 min•24 september 2026
Om avsnittet
Oracle sends force majeure notice on Project Jupiter. (0:14) MGM tumbles after Barry Diller walks. (2:01) Meta puts Muse on a keychain. (2:42)
Show Notes
AI spending seen topping 3% of annual GDP
Episode transcripts seekingalpha.com/wsb.
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Show Notes
AI spending seen topping 3% of annual GDP
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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