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# What Actually Happened
- URL: https://adjacent.media/scan/2026-11-05-pm/
- Published: 2026-11-06T00:19:50.000Z
- Updated: 2026-11-06T00:19:51.000Z
- Description: The midterm hangover reached the data center business today, with OpenAI promising to ditch NDAs and ease off the grid at peak hours. A Chinese veto, a Bank of England hike, and a department store’s 200-year run also moved. The biggest bet of the day was a Spider-Man movie.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

The midterm hangover reached the data center business today, with OpenAI promising to ditch NDAs and ease off the grid at peak hours. A Chinese veto, a Bank of England hike, and a department store's 200-year run also moved. The biggest bet of the day was a Spider-Man movie.

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### What Actually Happened

#### [OpenAI drops data-center NDAs, China blocks SoftBank's $4.5B robotics takeover, Bank of England hikes rates](https://www.bloomberg.com/news/articles/2026-11-05/openai-to-change-how-it-handles-data-center-efforts-after-outcry?ref=adjacent.media) (paywall)

OpenAI says it will avoid NDAs on data center deals and cut power draw during peak times. The shift comes after Democrats' midterm wins gave local opposition political weight. *(Bloomberg)*

#### [Australian Department Store David Jones Collapses After Almost 200 Years](https://www.businessoffashion.com/news/global-markets/australian-department-store-david-jones-collapses-after-almost-200-years/?ref=adjacent.media)

Vast stores with dozens of brands under one roof survived plenty of disruptions, but not the digital era. *(The Business of Fashion)*

#### [Block Inc. shares rise 6% after-hours as it raises full-year profit forecast](https://www.theblock.co/news/business/2026-11-03-block-q3-earnings-shares-rise-432585?ref=adjacent.media) (paywall)

The new full-year gross profit forecast of $12.63 billion signals 22% year-on-year growth. The market approved. *(The Block)*

#### [Apple Is Reportedly Working on a Robotic Arm Smart Display for 2028](https://hypebeast.com/2026/11/apple-prepares-1000-homeview-ultra-robotic-smart-display?ref=adjacent.media)

Palate cleanser: a $1,000 smart display on a robotic arm, codenamed J595—either the future of the kitchen counter or the best cat toy ever made. *(Hypebeast)*

> "Spider-Man: Brand New Day" pushed Sony's theatrical revenue up more than \*\*1,100%\*\* year over year, to $1.28 billion. \*(TheWrap)