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NEW YORK, Sept 24 () - Oracle's move to protect itself against potential delays at a massive data center project developed by Blue Owl in New Mexico sent a chill through the trillion-dollar market for AI infrastructure financing, according to interviews with bankers and investors. Oracle issued a force majeure notice in ‌connection with Jupiter, a data center campus Blue Owl unit STACK Infrastructure is building to support OpenAI, the latest setback for a sector where lenders and ‌investors are

Today, Sept. 24, 2026, the enterprise cloud giant filed to shield itself from cost and payment risk as the New Mexico facility faces public opposition and permitting delays.

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

Oracle stock and Bloom Energy were falling on a report the company is seeking to protect itself against delays to construction of a data-center campus.

Oracle is recognizing the growing risks of data center development as it takes steps to protect itself from steep costs on a massive project in New Mexico that will provide computing power to OpenAI.

Oracle shares fell about 4% as concerns over debt and a New Mexico data-center project weighed on sentiment.

Incoming economic data indicate the economy is expanding, but that doesn't necessarily mean easy, or even good, times for all.

A massive AI buildout is hitting a new execution test

Tech stocks declined late Thursday afternoon, with the State Street Technology Select Sector SPDR ET

International Business Machines (IBM) stock fell 12% over the past twelve months, while the S&P 500 gained 16.5%. The easy read is that the bad news is already in the price. By management's account, its second quarter of 2026 fell short of expectations mostly because tens of large deals slipped, after clients moved budgets toward servers, storage and memory. So how much could IBM still make you over three years, and what has to go right.

Adobe (ADBE) stock has fallen about 18% from its August 31 high, and the question is whether to buy. Its own trading history warrants caution: after past sharp drops, the stock was higher a year later only half the time. And Adobe is trading some near-term recurring-revenue growth for free users, a bet management says will play out over 2027.

By Isla Binnie Sept 24 (Reuters) - Oracle issued a "force majeure" notice to a Blue Owl unit, the developer of a large New Mexico data center, citing potential delays in securing power for the project

Investing.com -- Chris Malone, OpenAI's former head of data centers, joined Nvidia as vice president of the company's DSX Platform this month, according to his LinkedIn profile. The DSX division helps customers design and build AI data centers according to Nvidia's specifications.

Salesforce (CRM) stock has gained 56% in three months, against 5.0% for the S&P 500. Buyers are betting that AI will lift Salesforce rather than undercut its seat-based model. For that gain to hold, two things must both be true. Salesforce's own AI must earn real money, and its new AI pitch must speed up growth. The first depends on an idea management no longer leads with. The second rests on what replaced it. So what idea did Salesforce management once stress on its calls.

The notice would allow Oracle to delay payments should the facility miss its 2028 target to come online.

Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (

Oracle Stock Takes a Hit as Project Jupiter Runs Into Fresh Data Center Roadblocks

A 37-basis-point marketwide premium signals financing pressure, not Oracle-specific default risk.

Options traders are targeting these 3 tech stocks

Trump and Xi met on Thursday. China wanted three years of trade peace and got two months.

Shares of Oracle fell in midday trading, while shares of power equipment providers Bloom Energy and GE Vernova also declined.

Bond sell-off pressures equities across all three major indices, while Meta gets a boost from its product launch, today, Sept. 24, 2026.

Oracle just sent a force majeure letter to its lender on a piece of the $165 billion Stargate campus, and Blue Owl is the one absorbing the paperwork risk while its stock sits near a one-year low.

All three major US stock indexes fell in late-morning trading Thursday amid uncertainty in the Middl

Bloom Energy's fuel cells would power this massive data center.

Bloom Energy built its entire bull case on a backlog anchored by one massive data center project, and now a pipeline delay outside its control is forcing investors to ask whether 2027 and 2028 revenue targets were ever as solid as the pitch sounded.

Oracle's Project Jupiter could fail -- and it's not even Oracle's fault.

By Karen Brettell, Chuck Mikolajczak, Svea Herbst-Bayliss and Gertrude Chavez-Dreyfuss NEW YORK, Sept 24 (Reuters) - The US bond selloff that started with the war with Iran has pushed the 10-year

Oracle Corp (NYSE:ORCL, XETRA:ORC) shares fell over 6% to $135 in morning trading on Thursday after Bloomberg reported that the company had sent a 'force majeure' notice related to its New Mexico data center project. According to the report, Oracle sent the notice to the project's developer,...

According to a Bloomberg report, Oracle is seeking to defer certain payments if the New Mexico AI data center misses its planned 2028 launch.