Oracle Corporation (ORCL)
Oracle's ‘Force Majeure' Move Adds to Bondholders' Worries
Oracle's move to protect itself against delays at its New Mexico data center adds uncertainty for bondholders, though its spending commitments remain in place.
Bloom Energy Jumps 8% as Oracle Reaffirms 2.4 GW Fuel Cell Contract After Force Majeure Notice
Oracle (NYSE:ORCL | ORCL Price Prediction) still stands behind its fuel cell contract. That news is lifting Bloom Energy (NYSE:BE), even after Oracle reportedly issued a force majeure notice on the data center campus that contract supports.
Oracle's Force Majeure Notice Exposes a Bigger Problem for the AI Build-Out
Oracle TodayORCLOracle$138.27 -1.27 (-0.91%) As of 11:35 AM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$114.50▼$322.54Dividend Yield1.45%P/E Ratio21.67Price Target$254.68Add to WatchlistOracle's NASDAQ: ORCL force majeure notice tied to Project Jupiter, its massive AI data center development in New Mexico, is a wake-up call for investors, highlighting the inherent risk in AI's build-out.
Oracle: Load Up While The Market Continues To Misprice Delay Risks
Oracle Corporation faces new negative PR optics from Project Jupiter's reported force majeure notification. I view this as proactive risk management rather than a sign of deeper stresses on execution. Despite Project Jupiter's $25B revenue risk, FY2027 guidance should remain intact, and significant pessimism is already priced into ORCL shares. ORCL's backlog conversion and massive OCI growth cadence underpin my confidence. The stock trades at only 17x forward earnings, well below big tech averages.
Oracle's Collapse–$200 Billion In Data Center Shut Downs
Oracle (NYSE: ORCL | ORCL Price Prediction) is in trouble. Its Project Jupiter in New Mexico has been delayed, in part, by local resistance.
Wall Street sets Oracle stock price target for next 12 months
In what appears to be a direct response to Oracle (NYSE: ORCL) issuing a force majeure notice related to its New Mexico data center project on September 24, Stifel Nicolaus analysts reiterated their ‘Buy' rating for the equity.
Cracks in Oracle's AI Data-Center Build-Out Appear in Massive New Mexico Project
Oracle sent a force majeure notice to the developer, has removed one key development partner and faced local resistance in Project Jupiter.
Oracle Japan shares surge 7% after record fiscal first quarter, bucking selloff of U.S. parent
Oracle Japan shares surged more than 7% Friday, bucking an overnight selloff in its U.S. parent company Sales rose 13% from a year earlier to record fiscal first-quarter levels, while cloud revenue jumped 31.7%.
Oracle, Blue Owl project delay sends ripples through AI financing, sources say
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's 'force majeure' notice raises questions about the company's ability to deliver on AI data centers
Oracle reportedly sent a force majeure notice to Blue Owl Capital related to Project Jupiter. Jupiter is Oracle's flagship AI data center project to add much-needed capacity.
Bad News Keeps Piling Up For Blue Owl, As Oracle Sends Force Majeure Letter To Lender. Stock Already Down Over 45% In The Last Year
On the morning of September 24, 2026, Oracle (NYSE:ORCL | ORCL Price Prediction) sent a force majeure letter to Blue Owl Capital (NYSE:OWL) tied to the New Mexico piece of its $165 billion Stargate campus across Texas, New Mexico, and
Wall Street Lunch: Oracle Draws Line On AI Data Center Delays
Oracle (ORCL) issued a force majeure notice on the massive Project Jupiter datacenter, seeking to defer payments if the facility is delayed past 2028. The $10.3T U.S. AI infrastructure boom could average 3.6% of GDP annually, shifting financial risk from Big Tech to opaque financing structures.
