Saudi Arabia plans 100,000-troop Yemen offensive to retake the Bab el-Mandeb from Yemen's Houthis, without any US support and all troops under Saudi command, supported by Saudi air strikes and expected to launch in the coming weeks, per Reuters.
Ox talks
$ORCL in major trouble after announcement that Project Stargate Wisconsin will be delayed for 2 years or more, similar to the NM Jupiter site. Likely to lose over $100 billion in revenue during the time period.
Oracle is in BIG trouble.
https://t.co/i5DW4Osmvs
$ORCL Wisconsin OpenAi Stargate won’t be connected to the grid until 2028-2029
Its base case puts partial power in December 2027 and full supply in October 2028. An extended regulatory review could push those dates to June 2028 and April 2029
Force Majeure
So many bankruptcies and oversupplied chips coming.
At a minimum Oracle is looking at $75 billion in missed revenue at 2 locations.
$CRWV $NVDA $AMD
https://t.co/3uHrLNEOfB
BREAKING: Trump is considering putting US boots on the ground in Iran after the November midterms, because he feels he has "nothing to lose," per initial reports citing US officials.
A third US aircraft carrier and a second Marine expeditionary landing unit with more than 2,000 Marines are already heading to the region, which would bring the total to three carriers and two amphibious groups around Iran by November.
This USA is upside down in the toilet. Tony Romo lost his job at CBS sports this morning because of a DUI arrest, while trump a convicted criminal, adjudicated rapist, and a possible Epstein pedophile, gets to keep his job.
BREAKING: Iran’s IRGC is now warning it is fully prepared “with its finger on the trigger” to respond “decisively, immediately, painfully and more lethally than Operation True Promise II” to any US or regional threat, aggression or miscalculation, saying it has comprehensive intelligence on U.S. and Israeli assets and positions, per Mehr News.
Operation True Promise II was Iran’s October 2024 ballistic missile attack on Israel, when Tehran launched around 200 missiles. The IRGC is now explicitly warning that any new confrontation could bring a response even larger and more lethal than that attack.
The warning comes as the US deploys the USS Theodore Roosevelt and Makin Island Amphibious Ready Group toward the Middle East, potentially bringing three US carrier strike groups and two Amphibious Ready Groups near Iran by the end of November.