WSJ Tech News Briefing

Plus: Chinese battery giant Contemporary Amperex Technology reports higher quarterly profit. And a former antitrust official predicts regulatory scrutiny of energy deals to power data centers. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

One of the big winners of the artificial-intelligence boom, Oracle [https://www.wsj.com/finance/oracle-isnt-answering-the-hardest-questions-about-its-ai-plans-a00806c4?mod=WSJ_TNBPOD], is facing hard questions from investors and analysts about how it plans to pay for an expensive expansion of its AI infrastructure. WSJ Heard on the Street columnist Dan Gallagher [https://www.wsj.com/news/author/dan-gallagher?mod=WSJ_TNBPOD] joins us to discuss where Oracle is coming up short. Plus, WSJ reporter Robert McMillan [https://www.wsj.com/news/author/robert-mcmillan?mod=WSJ_TNBPOD] explains how those ubiquitous toll-scam [https://www.wsj.com/tech/cybersecurity/url-scam-texts-china-gangs-68e96097?mod=WSJ_TNBPOD] text messages work and why you should never click the link. Belle Lin hosts. Sign up for the WSJ's free Technology newsletter [https://www.wsj.com/newsletters/technology?mod=WSJ_TNBPOD]. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Plus: Subscriber cancellations of Disney+ and Hulu doubled in September following “Jimmy Kimmel Live!” suspension. And a second proxy advisory firm recommends Tesla shareholders reject CEO Elon Musk’s proposed $1 trillion pay package. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Plus: Automakers’ lack of parts leaves thousands of Ford and Jeep employees collecting unemployment. And the U.K. competition regulator raises concerns over Getty Images and Shutterstock’s $3.7 billion merger. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Plus: Goldman Sachs goes after a bigger share of the AI infrastructure financing boom with a new team. And a proxy adviser urges Tesla investors to reject a $1 trillion pay package for CEO Elon Musk. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]