Notícias

Oracle’s Project Jupiter notice raises new questions about the risks behind its data center expansion.

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.

A massive AI buildout is hitting a new execution test

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

Financial stocks were softer in Thursday afternoon trading, with the NYSE Financial Index and the St

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

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.

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 notice seeks to defer Oracle’s payments if Project Jupiter misses its planned 2028 opening, adding another complication to an $18 billion financing under pressure from delays and permitting disputes.

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.

Oracle (ORCL) issued a force majeure notice to Project Jupiter's developer, a unit of Blue Owl Capit

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.

Investing.com -- According to a recent report from Bloomberg, Oracle Corp. is moving to shield itself from mounting financial liabilities tied to its massive artificial intelligence data center in New Mexico. Facing fierce local opposition and regulatory setbacks, the tech giant has issued a force majeure notice to the project’s developer, a unit of Blue Owl Capital Inc., in an attempt to suspend payments should the facility fail to meet its 2028 launch date.

Blue Owl Capital (OWL) is in the spotlight after two contrasting credit events: a potential wipeout of its junior loan to Loparex in a restructuring and fresh financing moves at Blue Owl Credit Income Corp. Against this backdrop, Blue Owl Capital’s share price has slipped to US$9.60 after a 1-day share price return decline of 2.83%, extending a 7-day and 30-day share price return slide of 5.14% and 17.81% respectively. The 90-day share price return gain of 13.21% contrasts with a year-to-date...

JPM is exploring a private-credit "second-look" model that could widen card approvals while limiting exposure to higher-risk borrowers.

Oracle Corp. is moving to shield itself from racking up expenses on a massive data center being built in New Mexico, adding a fresh wrinkle to a project beset by opposition and regulatory setbacks.

Stack operates data centers in major markets including Tokyo, Osaka, Sydney and Melbourne.

↘️ MGM Resorts (MGM): Shares slid in premarket trading after Barry Diller said he was withdrawing his bid for the casino operator. ↘️ Meta Platforms (META): The tech giant's shares fell about 2% premarket after it announced new pairs of smart glasses and a hand-held device that would integrate its Muse AI agent.

Financial stocks declined in late Wednesday afternoon trading, with the NYSE Financial Index sheddin

Financial stocks declined in Wednesday afternoon trading, with the NYSE Financial Index dropping 0.6

Banks led by Goldman Sachs (GS) have started marketing about $1.1 billion of junk bonds to finance a

Blue Owl Capital's diversified portfolio and share buybacks offer support, but rate sensitivity and NAV pressure keep investors cautious for now.

Blue Owl is considering a public data center REIT seeded with about $6.5B of assets as AI infrastructure spending draws more IPO capital.

A sudden loan collapse exposes private credit's uncomfortable valuation problem

Blue Owl Capital stock has fallen sharply over the past year, yet current market multiples still point to an expensive profile rather than a clear bargain. For investors, the combination of weaker recent returns and a low value score raises questions about how much of Blue Owl Capital's growth story is already reflected in the share price. Over the past 1 year, Blue Owl Capital has declined 28.7%, which puts recent shareholder returns well behind many investors' expectations for an...