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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.

Because nothing says “everything’s fine” like an act-of-God clause

The New Mexico project has already faced local opposition and regulatory setbacks

Oracle stock fell 4% Thursday after the company sent a notice to its developer seeking protection from higher costs tied to the 2028 project

Oracle just handed its $165 billion flagship data center a force majeure notice, and the financing debt is already trading below par. Whether that spells opportunity or accelerating collapse depends on which number you trust more.

Oracle stock slid on a report the tech giant is taking steps to shield itself against delays for a key data center project.

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian discuss Bloomberg's recent report about Oracle's (ORCL) declaration of a force majeure at its AI data center in New Mexico.

MGM Resorts International (MGM) stock is sinking in Tuesday's pre-market trading after billionaire Barry Diller dropped his buyout offer, while still maintaining his 27% stake in the company. The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley react to this headline.