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Investing.com -- SoftBank Group shares fell on Friday after Oracle’s move to protect itself against potential delays at a major New Mexico data-center project raised fresh concerns over the financing and execution of the AI infrastructure buildout.
Shares of enterprise software giant Oracle (NYSE:ORCL) fell 3.4% in the afternoon session after news broke that the company sent a "force majeure" notice to the developer of its New Mexico data center project to protect itself from higher expenses, according to CNBC.
Oracle’s Project Jupiter notice raises new questions about the risks behind its data center expansion.
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
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.
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.
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