Two years into a four year plan to build a massive data center in New Mexico, Oracle is already claiming force majeure. The company announced it would not be on the hook for payments should the project not meet its deadlines. Lou, Jon, and Tyler break down why Oracle seems so intent on getting ahead of this right now and the implications it may have down the road. Plus, maybe fintech doesn’t have that many barriers to entry after all and a listener question about spinoffs

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Tyler Crowe, Lou Whiteman, and Jon Quast discuss:

- Oracle is already preparing for delayed data centers
- Is its commitments to OpenAI a reason behind it?
- Mailbag: How to handle spinoffs
- Latin American and European fintechs are coming to America
- Mailbag: European AI Infrastructure stocks?

Companies discussed: ORCL, OWL, BE, MDT, MMED, GEV, GEHC, SOFI, XYZ, TOST, FOUR

Host: Tyler Crowe
Guests: Lou Whiteman, Jon Quast
Engineer: Dan Boyd

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