ORCL Oracle
- Official Name: ORACLE CORPORATION
- Headquarters: 2300 Oracle Way, AUSTIN, TX, 78741 US
- CEO: Safra Ada Catz
- Website: oracle.com
- Key Investor: VANGUARD GROUP INC | 5.73%
- Dedicated Investor: DEUTERIUM CAPITAL MANAGEMENT, LLC | 15.57%
Match Results
| Date | League | Week | Opponent | Result | Score |
|---|---|---|---|---|---|
| 2025-07-16 | 1 | Won by 3.778 | 2.704 - (1.074) | ||
| 2025-07-23 | 2 | Won by 2.362 | 4.495 - 2.133 | ||
| 2025-07-29 | 2R | Won by 4.226 | 1.611 - (2.615) | ||
| 2025-07-30 | 3 | Won by 3.287 TOTW | 5.785 - 2.498 | ||
| 2025-08-06 | 4 | Lost by 0.340 | 3.886 - 4.226 | ||
| 2025-08-07 | 1R | Lost by 2.715 | (2.608) - 0.107 | ||
| 2025-08-12 | 3R | Lost by 2.023 | 0.861 - 2.884 | ||
| 2025-08-13 | 5 | Lost by 8.344 | (7.087) - 1.257 | ||
| 2025-08-20 | 6 | Lost by 3.596 | (2.437) - 1.159 | ||
| 2025-08-27 | 7 | Lost by 0.520 | 0.298 - 0.818 | ||
| 2025-09-03 | 8 | Lost by 5.750 | (5.038) - 0.712 | ||
| 2025-09-10 | 9 | Won by 36.111 TOTW | 36.837 - 0.726 | ||
| 2025-09-17 | 10 | Lost by 1.665 | (0.212) - 1.453 | ||
| 2025-09-17 | 1R | Lost by 3.555 | (1.527) - 2.028 | ||
| 2025-09-24 | 11 | Won by 3.588 TOTW | 1.822 - (1.766) | ||
| 2025-10-01 | 12 | Lost by 3.447 | (5.423) - (1.976) | ||
| 2025-10-08 | 13 | Won by 0.179 | (0.169) - (0.348) | ||
| 2025-10-15 | 14 | Won by 7.251 | 5.011 - (2.240) | ||
| 2025-10-22 | 15 | Lost by 10.111 | (12.213) - (2.102) |
Latest News

What Will Micron's Gross Margin Guide Be?
Sara Awad from Tech Contrarians gives a preview of Micron's earnings and updates on other tech names.

3 Founder Run Stocks To Own In September 2026
Foreign investors poured a record US$942b into US equities over 12 months, showing how strongly global capital still backs listed businesses with clea...

Here's How Oracle's "Force Majeure" Changes the AI Data Center Thesis
The "force majeure" shows how complicated it has become to construct a data center on time.

Intuit vs. Oracle: Which Technology Stock Is a Better Buy in 2026?
One company is racing to build data centers fast enough to meet AI demand. The other is defending its core tax and accounting business against AI disr...

Oracle vs. Alphabet: Which AI Cloud Stock Is the Better Buy?
Oracle Corporation (NYSE:ORCL) and Alphabet Inc. (NASDAQ:GOOGL) are both trying to turn AI infrastructure into a larger cloud business, but they are a...

Oracle Stock Fell Nearly 4% on Its Project Jupiter Notice. The 2028 Target Lands Where the Street Sees Cash Flow Turning
Key Stats for Oracle StockCurrent Price: $137. 10Target Price (Mid): ~$454Street Target: ~$238Potential Total Return: ~231%Annualized IRR: ~29% / year...

Bloom Energy, TSM Lead 5 Stocks Near Buy Points As AI Rebounds
Bloom Energy leads five top stocks to watch this week, all trading near early entries or traditional buy points in a resilient stock market. Bloom En...

Adobe Stock And 2 Other AI Stocks To Own
Long term Treasury yields hitting a 19 year high have pulled attention back to boring old bonds, yet the real story sits in what is driving those yiel...

Oracle gave Larry Ellison and his co-CEOs nearly $1 billion in stock options. By fiscal year end, all were underwater
New CFO Hilary Maxson, who opted to take some of her pay in restricted stock units, fared much better.

Oracle: Don't Fear A Force Majeure
Oracle is looking to invoke a force majeure at a data center project in New Mexico financed by Blue Owl Capital. Read why ORCL stock is a strong buy.

The blue-collar AI job market is booming. Will data center backlash make it go bust?
The public has soured on AI data centers and states are slowing development, but for HVAC, plumbing, welding, and electrical workers, it's been a...

On Force Majeure And The Notable Insider Selling Across The AI Ecosystem
Michael Burry is again warning of an AI bubble, highlighting $3 trillion in off-balance sheet obligations among hyperscalers. Click to read his word o...

Oracle (ORCL) Says Ellison Canceled a Plan to Sell Up to $7.5 Billion in Shares. Does it Change the Investment Case?
On September 12, 2026, Reuters reported that Oracle Corporation (NYSE:ORCL) co-founder and executive chairman Larry Ellison canceled a plan to sell up...

TikTok to Pay $100 Million to Alabama to Settle Child Safety Claims in First-Ever State Deal (UPDATED)
TikTok and ByteDance agree to pay Alabama up to $300 million over allegations involving child safety and consumer protection.

Inside Oracle’s delays at $165B Project Jupiter data center
Oracle sent a force majeure order to the developer of Project Jupiter in the face of multiple permitting delays.

Bloom Energy (BE) Is Up 8.7% After Oracle Reaffirms 2.4 GW AI Fuel Cell Deal Commitment – Has The Bull Case Changed?
Earlier this week, Bloom Energy said Oracle remains committed to its roughly 2.4 GW fuel cell contract for the Project Jupiter AI data center despite ...

Ellison Pledges $9.2 Billion More in Oracle Shares as Collateral
Larry Ellison has pledged 67 million more shares of Oracle Corp. as collateral for personal loans than he had at the same time last year.

SAP SE (SAP): Can AI Deepen Its Enterprise Moat Without Hurting Margins?
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Stock Market Today, Sept. 25: Microsoft Stock Jumps 4% After Revamping Copilot With Code Generation and Agentic AI Tools
On Sept. 25, 2026, the productivity giant unveiled new AI capabilities designed to widen adoption and support premium monetization across its suite.

What Will the Q3 Earnings Season Show?
Earnings revisions have remained positive as we approach the Q3 earnings season, continuing the trend in place for a year now. Growth momentum remains...

Cipher Digital’s $5.2B Fluidstack Extension, Nscale’s $35B IPO, Oracle’s “Hell or High Water” Project Jupiter
We cover Cipher Digital’s $5.2B, 10-year extension with Fluidstack and the Nascale IPO projected to value the company at $30-35B.

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 remai...

How to make sense of 7% mortgage rates and Oracle's AI data center disruption
In this episode of Market Hang, Turney Duff and his panel of experts weigh in on Oracle's (ORCL) recent data center hiccups, high mortgage rates,...

Don't worry about Oracle — every technological advancement in history had its setbacks
Turney Duff chats with Exhibit A co-founder Matt Cerminaro, Fundstrat economic strategist Hardika Singh, YouTuber and financial adviser Kevin Paffrath...

Bloom Energy Stock Is Today’s Top S&P 500 Performer. It Has a Lot to Do With Oracle.
Bloom Energy jumps after a Wall Street analyst reassures investors the company won’t be affected by Oracle’s force majeure notice.

Investing.com’s stocks of the week
Investing.com -- AI news once again drove significant moves this week, with one name under pressure over its data center plans.

Datadog Climbs 6%, Approaches 52-Week High While Software Group Slips; Oracle and Cloudflare Decline
Datadog (NASDAQ:DDOG) stock is up 6% to $272.50, a sharp gain for the observability and monitoring company. That strength arrives against a weaker sof...

America Needs More Electricity. Here’s What It Could Mean for DTE Energy
Michigan's utility giant just locked in hyperscale data center deals with Oracle and Alphabet while its stock slid nearly 10% in a month, creatin...

Is CoreWeave Stock Making Your Portfolio's Bad Days Worse?
CoreWeave (CRWV) has climbed 12.8% over the last five trading days, while the S&P 500 added 0.9%. The run coincided with a sale of convertible sen...

The ‘Buffett of Bonds’ Hasn’t Retired Yet—and He Has Advice for These Tumultuous Times
Dan Fuss, the legendary vice chairman of Loomis Sayles, makes the case for intermediate-term Treasury notes.

Yellow Flag: The Bond Market Is Becoming An AI Trade
Goldman says AI-driven debt tops $500B in 2026. Click here to learn about risks to cash flow and credit spreads, plus why diversified IG bonds may hol...

Bloom Energy Jumps 8% as Oracle Reaffirms 2.4 GW Fuel Cell Contract After Force Majeure Notice
Oracle just told investors that its massive fuel cell contract is safe, yet it quietly filed legal protection against the very project that contract d...

Oracle Stock Falls Over 1% as AI Debt Demands a Premium
AI-linked spreads exceed the broader investment-grade market by 37 basis points.

Musk’s ‘Zuckerberg moment,’ mortgage rates, and Google’s space bet
In this episode on Sozzi Unleashed, Yahoo Finance Executive Editor Brian Sozzi breaks down what mortgage rate surges mean for home improvement stocks,...

Hyperscaler Stocks Could Rebound In This 2027 Scenario, Says Goldman Sachs
Hyperscaler stocks could rebound in 2027, according to a Goldman Sachs scenario for capital spending, revenue growth and free cash flow.

Can WDAY's Introduction of Total Benefits Boost Its Growth Prospects?
Workday launches AI-powered Total Benefits, unifying health, financial and wellbeing programs to simplify benefits management for employers and employ...

How Nvidia Can Benefit from Musk’s SpaceX Chip Surprise
Nvidia stock was reacting after Elon Musk outlined how many chips will be installed at SpaceX’s Colossus data-center campus in the coming months.

AI financing fears are mounting, sparked by Oracle's force majeure notice
The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian chat with Deirdre Bosa about Oracle's (ORCL) force majeure at its AI data center an...

What mortgage rate surges mean for home improvement stocks
Yahoo Finance Executive Editor Brian Sozzi sounds the alarm that higher 10-year Treasury yields are pushing mortgage rates to their highest level in t...

Update: Market Chatter: Blue Owl's Stack Infrastructure to Delay Project Jupiter by a Year
(Updates with Oracle's response in the seventh paragraph.) Blue Owl Capital's (OWL) Stack Infras

Michael Burry Drops Stark Message For AI Stock Investors
Big Tech's AI commitments are becoming harder to ignore

AI-Driven Investment Surge Reshapes the Electronic Chemicals and Materials Industry
“BCC Research examines how AI is improving process optimization, defect detection, predictive quality control and materials discovery, helping semic...

10 Information Technology Stocks With Whale Alerts In Today’s Session
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transac...

Oracle’s Collapse–$200 Billion In Data Center Shut Downs
Oracle's Project Jupiter is just one casualty in a growing wave of blocked and delayed data center construction that threatens to destabilize the...

Goldman Sachs Warns on Big Tech AI Debt Flood
The AI boom is creating a new credit-market problem

Akamai Jumps on Anthropic Deal, 30-Year Yields Top 5.5%: Stock Market Today (CORRECTED)
Stocks traded mixed at midday Friday as oil fell, yields neared 19-year highs, and Akamai jumped on a huge Anthropic deal.

Nvidia GPU Demand Is So Extreme, Even Bad Cloud Infrastructure Is Selling, SemiAnalysis Says
SemiAnalysis says GPU scarcity is so severe that even poorly configured cloud infrastructure is still finding buyers at healthy margins.

Michael Burry Warns Microsoft, Amazon and Oracle Could Face AI Write-Off Shock
Burry Sounds Alarm on $3 Trillion AI Spending Bet by Big Tech Giants

Cloud AI Update - Docker Expands AI Capabilities With Cloud Sandboxes Launch
Docker, Inc. has announced the launch of Docker Cloud Sandboxes, a new solution designed to extend secure AI agent execution from local environments i...

Microsoft Gives Copilot A Major AI Makeover
Microsoft stock rose 3% as tech leads market gains. Discover the latest MSFT stock movement, technical levels, and analyst price targets.

Nvidia Stock Rises After Elon Musk’s SpaceX Chip Surprise
Nvidia stock was reacting after Elon Musk outlined how many chips will be installed at SpaceX’s Colossus data-center campus in the coming months.

Is IBM Stock A Real Bargain?
International Business Machines (IBM) stock trades at 19.9 times the past year's earnings. The median S&P 500 company trades at 22.1 times. T...

Goldman Sachs just gave AI stock fans a cold, hard reality check
Goldman Sachs strategist Ryan Hammond thinks hyperscalers like Amazon, Oracle, and Microsoft need to generate about $300 billion in AI revenue in the...

Why Oracle stock's pullback should've been even 'deeper'
Key Advisors Wealth Management CEO and co-founder, Eddie Ghabour, shares his thoughts on Oracle's (ORCL) recent stock moves and their implication...

Bloom Energy Stock Rebounds: What's Going On?
Bloom Energy is rising Friday, rebounding after falling more than 6% Thursday on concerns tied to Oracle's Project Jupiter data center.

Anthropic Just Created a New Hot AI Stock—It Won’t Be the Last
Dot-com era darling Akamai strikes a $12 billion deal with Anthropic, and AMD and Marvell are big stock movers

Oracle's Stock Falls 3.5% on Data Center Delay Concerns
ORCL's shares lost 3.5% after a force majeure notice raised concerns over delays, power challenges and costs tied to its massive AI data center p...

Oracle: Load Up While The Market Continues To Misprice Delay Risks
Oracle Corporation gets a Buy rating, seeing current volatility as an opportunity to add exposure before major revenue conversion. Click for an ORCL u...

Why Is Dell Stock Surging on Friday?
Dell Technologies Inc. (NYSE: DELL) stock recovers on Friday following pressure from Oracle data center dispute reports.

Market Chatter: Blue Owl's Stack Infrastructure to Delay Project Jupiter by a Year
Blue Owl Capital's (OWL) Stack Infrastructure unit faces a one-year delay to its Jupiter data center

Private 5G Market Forecasts Growth from $5.35B (2026) to $24.84B by 2032, Profiling Ericsson, Huawei, Nokia, Samsung & Cisco Systems
The global private 5G market is projected to grow from USD 5.35 billion in 2026 to USD 24.84 billion by 2032, at a 29.1% CAGR. Growth is driven by Ind...
'Goldman Sees Hyperscaler AI Capex Rising 50% to $1.2 Trillion' - Bloomberg
https://www.bloomberg.com/news/articles/2026-09-25/goldman-sees-hyperscaler-ai-capex-rising-50-to-1-2-trillion

Stocktwits AI Roundup: Meta's Muse Lifts Chip Stocks, Anthropic's $11B Akamai Deal And Oracle's New Mexico Snag
AI agents, infrastructure spending and data-center delays kept investors focused on the next phase of the AI buildout.

Buy The Crash: 2 Dividend Bargains Down 50%+ With Massive Upside Potential
Oracle (ORCL) and Build-A-Bear (BBW) are down big, but cloud growth and buybacks fuel 144%â225% upside. Read the full analysis here.

BE Stock Eyes Best Month Since April: Oracle Reaffirms 2.4 GW Fuel Cell Deal Amid Project Jupiter Jitters
Project Jupiter is part of a broader Oracle agreement to procure up to 2.8 GW of Bloom systems.

Big Tech’s Data Center Boom Could Be Stopped by One Scarce Resource
Big Tech's AI expansion faces a power bottleneck as global electricity demand from data centers could surge 1,100% by 2033.

Microsoft: Risk And Reward Skewed To The Downside
Microsoft is spending $200bn/year to expand data center capacity from 12GW to 31GW by 2030, but market skepticism persists. Read why MSFT stock is a s...

AMZN, META, GOOGL, MSFT, ORCL: Michael Burry Sounds Fresh Alarm On Big Tech’s AI Spending, Warns Of Massive Write-Offs In Two Years
Burry flags rising leverage, off-balance-sheet commitments and accounting practices as AI infrastructure spending accelerates.

Tech Companies’ Cash Burn Isn’t the Problem You Might Think
The five hyperscalers are spending some $1 trillion a year to build out artificial-intelligence infrastructure, and their annual free cash flow is exp...

From the ‘Buffett of Bonds,’ Advice for Tumultuous Times
Dan Fuss, the legendary vice chairman of Loomis Sayles, makes the case for intermediate-term Treasury notes.

SoftBank shares fall as Oracle data-center warning fuels AI funding fears
Investing.com -- SoftBank Group shares pared earlier losses on Friday after Oracle's move to protect itself against potential delays at a major N...
'Oracle On The Hook To Pay Data Centre Investors Even If Site Has No Electricity' - FT
https://www.ft.com/content/a96bf05a-a299-4d6a-a753-b298dd0f4016?syn-25a6b1a6=1

Dow Drops for Third Session: Investor Sentiment Improves, but Greed Index Remains in ‘Fear’ Zone
CNN Fear & Greed improved to 36 but stayed in Fear. Dow fell, S&P edged lower, Nasdaq rose; Oracle and TD SYNNEX slid.

CNBC Daily Open: The return of panda diplomacy
Chinese leader Xi Jinping promised two giant pandas to Zoo Atlanta, reviving Beijing's decades-old charm offensive to the U.S.

U.S. stock futures drift higher as oil drop offers some relief
Investing.com-- U.S. stock index futures turned mildly positive early-Friday as a sharp drop in oil prices offered some relief after a surge in crude ...

Why Oracle (ORCL) Stock Is Down Today
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...

S&P 500, Dow, Nasdaq Futures Ease As Treasury Yields Continue To Spike — ORCL, META, AKAM, GOOGL, MGM In Focus
Treasury yields resumed their march higher amid inflation concerns.

Oracle Wants Protection If Its AI Data Center Is Delayed. Here's What That Changes for Investors.
Oracle’s Project Jupiter notice raises new questions about the risks behind its data center expansion.

Software's Recovery Is Still Loading
Itâs been just over a year since the iShares Software ETF peaked on September 22, 2025, and getting back to that level has been a work in progres...

Oracle Japan shares surge 7% after record fiscal first quarter, bucking selloff of U.S. parent
Oracle Japan shares surged after the company reported record fiscal first-quarter sales and profits.

Stock Market Today, Sept. 24: Oracle Stock Dips As it Issues Force Majeure Notice on Project Jupiter Data Center
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...

webAI Lands $30 Million AI Deal With Forge as Enterprise AI Services Race Accelerates
webAI today announced a strategic partnership with Forge AI Deployment, which is making a $30 million commitment to webAI to build and deploy private,...

Oracle’s Data Center Delay Warning Rattles AI Partners Like Bloom Energy
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 moves to shield itself from AI buildout risks
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 Me...

Oracle's AI Bet Just Sent a Warning Signal to Credit Markets
Oracle shares fell about 4% as concerns over debt and a New Mexico data-center project weighed on sentiment.

Oracle Flags Fresh Risk for Massive AI Project
A massive AI buildout is hitting a new execution test

Is IBM Stock's Upside Built On Growth It Is Not Guiding To?
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 ne...

Adobe Stock Slides 18%: Value Play or Falling Knife?
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 p...

Oracle Just Dealt Bloom Energy a Major Blow. What Comes Next for BE Stock.
Bloom Energy shares sink as Oracle issues a force majeure notice on its New Mexico AI data center. Here’s why the development is bearish for BE stoc...

Oracle invokes ‘force majeure’ on Project Jupiter, but says data center still on track
Oracle Corp., the Austin technology company set to be the largest tenant of the Project Jupiter data center in Doña Ana County, sent the center’s d...

OpenAI’s former head of data centers joins Nvidia
Investing.com -- Chris Malone, OpenAI's former head of data centers, joined Nvidia as vice president of the company's DSX Platform this mont...

What Is Salesforce No Longer Telling You?
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 u...

Oracle sends force majeure notice on its New Mexico Stargate data center
The notice would allow Oracle to delay payments should the facility miss its 2028 target to come online.

Sector Update: Tech Stocks Softer in Afternoon Trading
Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (

Oracle Stock Plunges After Project Jupiter Warning Threatens 2028 AI Data Center Target
Oracle Stock Takes a Hit as Project Jupiter Runs Into Fresh Data Center Roadblocks

Oracle Drops 7% as AI Debt Carries a Wider Spread
A 37-basis-point marketwide premium signals financing pressure, not Oracle-specific default risk.

Oracle, Qualcomm, Meta, Everpure, BlackBerry, MGM, Nebius, and More Stocks That Explain Today’s Market
Oracle is tumbling. It sent a force majeure notice to the developer of the Project Jupiter campus, its data center project in New Mexico.

Most Active Options Report: FSLY, GDDY, STM
Options traders are targeting these 3 tech stocks

Curious about which S&P500 stocks are generating unusual volume on Thursday? Find out below.
In today's session, there are S&P500 stocks with remarkable trading volume. Explore the stocks exhibiting unusual volume in Thursday's s...

Why Oracle's force majeure notice is freaking out AI bulls
Oracle can't escape concerns.

Market Indexes Fall Again as the 30-Year Yield Hits a 2004 High
Trump and Xi met on Thursday. China wanted three years of trade peace and got two months.

Surescripts, Oracle Health Partner to Help Clear Prescription Barriers for Patients Nationwide
ARLINGTON, Va., September 24, 2026--Surescripts® and Oracle Health are working together to help remove the barriers that keep patients from starting ...

Why Oracle’s Data Center Issue Is a Problem for GE Vernova
Shares of Oracle fell in midday trading, while shares of power equipment providers Bloom Energy and GE Vernova also declined.

Stock Market Midday, Sept. 24: Stocks Slide as Treasury Yields Climb, Oracle Declares Force Majeure
Bond sell-off pressures equities across all three major indices, while Meta gets a boost from its product launch, today, Sept. 24, 2026.

Explore the top gainers and losers within the S&P500 index in today's session.
Curious about the top performers within the S&P500 index in the middle of the day on Thursday? Dive into the list of today's session's t...

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
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 ...

Oracle battles to delay payments on $165bn data centre
Tech giant Oracle is battling to delay payments on a $165bn (£124bn) US data centre after a backlash against America’s AI infrastructure boom.

Top Midday Stories: Oracle's Data Center Delay; People Withdraws MGM Offer; Revvity's New Diabetes Test
All three major US stock indexes fell in late-morning trading Thursday amid uncertainty in the Middl

A Delayed Pipeline Just Put Bloom Energy's Role in a $165 Billion AI Project in Question
Bloom Energy's fuel cells would power this massive data center.

Oracle's New Mexico data center unlikely to be canceled, says D.A. Davidson's Gil Luria
Gil Luria, head of technology research at D.A. Davidson, discusses the pushbacks from state and local governments as data center buildouts.

CNBC TechCheck Evening Edition: September 24, 2026
CNBC's TechCheck brings you the latest in tech news from CNBC's 1 Market in the heart of San Francisco.

Bloom Energy’s Single Largest Fuel Cell Deployment Is In Trouble
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 forc...

Why Oracle Stock Just Dropped
Oracle's Project Jupiter could fail -- and it's not even Oracle's fault.

Dell Stock Edges Lower Thursday: What's Driving the Action?
Dell Technologies is trading lower Thursday as reports of delays at Oracle’s Project Jupiter data center pressured AI infrastructure stocks.

Gapping S&P500 stocks in Thursday's session
Looking for the S&P500 stocks that are experiencing notable gaps on Thursday? Find out which stocks are gapping up and gapping down in the S&P...

Oracle shares fall as company invokes 'force majeure' over New Mexico data center project
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 ...

ORCL Stock Slides To Early August Levels – $165B New Mexico Project In Focus After Company Reportedly Cites ‘Force Majeure’
According to a Bloomberg report, Oracle is seeking to defer certain payments if the New Mexico AI data center misses its planned 2028 launch.

Trade Management Market Surges to $3.04 billion at a CAGR 12.3% by 2032 | Report by MarketsandMarkets™
Delray Beach, FL, Sept. 24, 2026 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the global Trade Management Market is projected to grow from U...

Oracle Invokes Force Majeure on a Data Center It Says Is Still on Schedule
Because nothing says “everything’s fine” like an act-of-God clause

Oracle Stock Falls on Force Majeure Notice for Data Center
The New Mexico project has already faced local opposition and regulatory setbacks

Oracle invokes force majeure on New Mexico AI data center
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 Declares Force Majeure on $165 Billion Project Jupiter Data Center
Oracle just handed its $165 billion flagship data center a force majeure notice, and the financing debt is already trading below par. Whether that spe...

Oracle Stock Slides As 'Force Majeure' Report Brings Concern About Key AI Data Center
Oracle stock slid on a report the tech giant is taking steps to shield itself against delays for a key data center project.

Arm Stock Dips Amid Oracle's "Force Majeure" Reports
Arm Holdings is falling Thursday in sympathy with Oracle and Blue Owl following reports of a "force majeure" notice tied to Project Ju...

8 Of 11 Sectors Fall In Thursday Trading As Leaders Split
Three sectors are higher and eight are lower in Thursday’s regular session, with growth, cyclical and defensive sectors each represented among the t...

Oracle, Meta, Everpure, MGM, BlackBerry, TD Synnex, and More Stocks That Explain Today’s Market
Oracle is tumbling. It sent a force majeure notice to the developer of the Project Jupiter campus, its data center project in New Mexico.

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

Stock Market Today (Sept. 24, 2026): Oracle force majeure weighs on tech as treasury yields, oil rise
The 10-year Treasury yield, which is tied to mortgage rates, jumped to 5.11%, reaching its highest level since 2007.

MGM Resorts stock sinks after Barry Diller withdraws buyout offer
MGM Resorts International (MGM) stock is sinking in Tuesday's pre-market trading after billionaire Barry Diller dropped his buyout offer, while s...

Barron's 400 ETF (BFOR) Adds Energy and Materials, Reduces Utilities and Consumer Discretionary in Fall Rebalance
DENVER, September 24, 2026--The Barron’s 400 ETF (NYSE Arca: BFOR, the "Fund"), a smart beta exchange-traded fund, has completed its semi-...

Market Chatter: Oracle Cites Force Majeure as New Mexico Data Center Faces Delays
Oracle (ORCL) issued a force majeure notice to Project Jupiter's developer, a unit of Blue Owl Capit

Nvidia leads tech stocks lower as Treasury yields surge: AlphaCheck
Here's a check of the markets in the first few minutes of trading.

Oracle stock drops as the company moves to shield itself from controversial data center costs
Oracle took steps to shield itself financially from hefty costs at a controversial data center site in New Mexico.

Oracle Drops 6% as Selloff Runs Ahead of the Cloud Group; Snowflake Slips, CoreWeave Barely Budges
Oracle is selling off hard while the cloud sector barely flinches, and its own AI infrastructure rivals are sitting nearly flat. Something specific is...

S&P 500 Erases Losses as US, Iran Reportedly Discuss Hormuz Deal: Stock Market Today
Stocks pared a sharp morning selloff after sources said US and Iranian negotiators are discussing a phased deal to reopen the Strait of Hormuz.

Oracle Seeks ‘Force Majeure’ on Data Center. Why It’s Sinking the Stock.
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 triggers force majeure on massive ’Project Jupiter’ data center
Investing.com -- According to a recent report from Bloomberg, Oracle Corp. is moving to shield itself from mounting financial liabilities tied to its ...

Michael Burry says $3 trillion in off-balance-sheet AI commitments could blow a hole in Big Tech's revenue
The famed short seller says the companies leading the AI boom are amassing trillions in financial commitments that aren’t reflected in their balance...

Microsoft Stock’s Big Test: Delivering on a $678 Billion Backlog
Microsoft's next phase of growth may depend less on new customers than on serving the ones it has. The stock has run hard, returning 37% over thr...

Drug Safety Market Forecasts Growth from $7.12B (2026) to $10.21B by 2032, Profiling IQVIA, ICON, Charles River, Oracle & Parexel
Opportunities include validated AI, cloud safety platforms, real-world evidence, integrated pharmacovigilance, patient-centric reporting and expansion...

Why Is Bloom Energy Stock Falling Thursday?
Bloom Energy stock fell 6% after Oracle filed a force majeure on Project Jupiter. Here is what it means for BE investors.

Oracle Health and ID.me Team to Simplify Secure Access to Health Data
Oracle Health and Life Sciences Summit – Oracle Health and ID.me today announced a collaboration to integrate ID.me's trusted digital identity ...

Oracle Cites ‘Force Majeure’ to Shield Itself on Controversial Data Center
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 proje...

Stocks making the biggest moves midday: Oracle, Everpure, Meta Platforms, Nebius, Bloom Energy, MGM & more
Here are some of the companies making headlines in midday trading.

Oracle Named a Leader in the IDC MarketScape for Worldwide Trade Finance Systems 2026 Vendor Assessment
Oracle is a Leader in the IDC MarketScape: Worldwide Trade Finance Systems 2026 Vendor Assessment (#US54139826, August 2026). The report evaluates 12 ...

Wall Street Lunch: Oracle Draws Line On AI Data Center Delays
Oracle (ORCL) has sent a force majeure notice to the developer of a massive datacenter project in New Mexico to protect itself from potential payments...

Blue Owl Stock Dips After "Force Majeure" Payment Notice
Blue Owl Capital shares are dropping Thursday after reports that Oracle issued a "force majeure" notice on New Mexico data center proj...

GE Vernova: AI Public Backlash Grows, But Data Center Growth Is On Track
GE Vernova Inc. remains a Buy: strong GARP and EPS growth, Q2 beats, raised FY26 guidance, and $1080 target. Click for this GEV update.

Quality Management System Software Market Forecasts Growth from $11.73B (2026) to $20.43B by 2031, Profiling Veeva Systems, Siemens, PTC, SAP, Oracle & 15 Others
The global Quality Management System (QMS) software market is projected to grow from USD 11.73 billion in 2026 to USD 20.43 billion by 2031, at an 11....

Market Open: September 24, 2026
CNBC brings you fast, accurate, and actionable business news and market updates.

Product Lifecycle Management Market Forecasts Growth from $36.6B (2026) to $58.52B by 2031, Profiling Siemens, PTC, Autodesk, Oracle, Aras & 20 Other Key Players
The product lifecycle management (PLM) market is projected to grow from USD 36.60 billion in 2026 to USD 58.52 billion by 2031, at a 9.8% CAGR. Growth...

Surviving Mark Zuckerberg's intense founder era: Fmr Meta CTO
Yahoo Finance Executive Editor Brian Sozzi sits down with former Meta CTO and Gigascale Capital founding partner Mike Schroepfer to discuss the massiv...
'Google, OpenAI and Anthropic AI Safety Group Takes Shape' - The Information
https://www.theinformation.com/articles/google-openai-anthropic-ai-safety-group-takes-shape

Global Digital Transformation (DX) Market to Reach US$7.3 Trillion by 2034 | Industry Analysis Featuring Profiles of Accenture, IBM, Microsoft, Google, Amazon Web Services, Oracle, SAP and More
AI, IoT, automation, cloud and analytics are driving digitization, creating opportunities in integration, localized supply, workflow efficiency and ta...

Oracle sends 'force majeure' notice about data center project — stock sinks 4%
Oracle is reportedly looking to delay payment on Project Jupiter if it the data center fails to come online in 2028
Stock Market Today: S&P 500, Nasdaq 100, Dow Jones Futures Drop as Bessent Says Iranian Aviation Restrictions Are Working— Airbnb, Oracle, Costco in Focus (UPDATED)
U.S. stock futures declined on Thursday, as the Dow Jones, S&P 500, and Nasdaq 100 indices fell, following Wednesday's mixed close.
'Oracle Cites ‘Force Majeure’ to Shield Itself on Controversial Data Center' - Bloomberg
https://www.bloomberg.com/news/articles/2026-09-24/oracle-cites-force-majeure-to-shield-itself-on-controversial-data-center

What's Going On With Oracle Stock Thursday?
Oracle (ORCL) stock fell ~2% premarket as broader markets slipped. Discover why shares dipped alongside new AI & digital asset news.

AI’s Deflationary Product Cannot Support the $5 Trillion Bill
AI inference costs are crashing as hyperscalers risk a $5T capex misallocation. Discover why the AI buildout faces a macro reckoning.

Data Center Boom Pushes CRE Construction Costs Higher
Data center demand is tightening labor and materials, pushing CRE construction costs higher as contractors face longer lead times.

Zeta Global Holdings And 2 Top AI Stocks To Watch
Global rivals are racing to control artificial intelligence, and the recent Trump Xi meeting underlined how critical AI leadership has become for econ...

MIT Explains What Happens When the Trillion-Dollar AI Bubble Bursts
MIT Technology Review explains what happens when the AI bubble bursts and why hyperscalers face a trillion-dollar reckoning.

Oracle (ORCL) Stock Could Be 27% Undervalued Despite AI Debt Worries
Oracle is back in focus after a volatile run in its share price, and the key issue now is whether the cash the business can generate is enough to just...

3 Reasons ORCL is Risky and 1 Stock to Buy Instead
Oracle currently trades at $149.10 per share and has shown little upside over the past six months, posting a small loss of 3.4%. The stock also fell s...

Oracle layoffs top 2,500 workers as AI spending surges
Oracle’s latest layoffs are scheduled for November.

Paramount Courts Elon Musk for Investment as Stock Nears Multi-Year Lows
Paramount has discussed bringing Elon Musk in as an equity investor as its stock trades near multi-year lows.

Debt-Financed AI Investment Boom Risks Equity Market Selloff, IMF Says
Massive artificial intelligence investments that are increasingly being financed with debt could tri

The ingredients for a market crash are all in place
A witch’s brew of rising debt levels, higher costs of capital and contagion risks is bubbling.

AMD Just Hit $1 Trillion. Can Oracle’s 50,000-GPU Deployment Help Justify It?
Advanced Micro Devices crossed a $1 trillion market value for the first time on September 21 after the shares jumped roughly 10%, a milestone that for...

Oracle Drops as AI Debt Carries a 37-Basis-Point Premium
Heavy infrastructure issuance is raising financing friction before cloud investments deliver their full returns.

Michael Burry sends stark warning on AI hyperscalers
Michael Burry did not short a stock this time. He went through the fine print of five balance sheets and published what he found on September 19.

Paramount Weighs A Musk Check As The Warner Deal Nears Finish Line, Says Report
Paramount executives have discussed asking billionaire Elon Musk to join a syndicate of equity investors, Semafor reported.

Oracle to Advance Cancer Care with New Oncology EHR
Oracle Health and Life Sciences Summit – Oracle today announced its Oracle Health Oncology EHR. Building on the capabilities of Oracle's modern...
Oracle Expands Digital Assets Data Nexus With Payment Execution, Enhanced Smart Contract Controls And AI-Powered Oversight
New capabilities help banks extend ISO 20022 payment operations into digital money, provide prebuilt Oracle Banking Payments integration for intellige...

How Big A Swing Are You Carrying In Adobe Stock?
Adobe (ADBE) trades at about $238 a share. Options that expire in about a year, 361 days out, imply an expected trading range running from $152 to $37...

Americans Fear of Losing Their Job Is Highest in 13 Years
Wall Street is booking record highs while Main Street workers, especially six-figure earners, are bracing for the worst job market anxiety in over a d...

Oracle’s Project Jupiter Loans Are Trading at 90 Cents. Here’s What the Q1 Numbers Say
Key Stats for Oracle StockCurrent Price: $148. 56Target Price (Mid): ~$489Street Target: ~$238Potential Total Return: ~229%Annualized IRR: ~29% / year...

Is Snowflake Buying Its Growth With Its Margin?
Snowflake (SNOW) stock has gained about 50% since late December 2025, against 13% for the S&P 500. Microsoft, Amazon, and Alphabet all trailed the...

What Microsoft's Trailing Multiple Leaves Out
Microsoft (MSFT) has returned about 33% over the past three months, though it is down 3.1% over the past twelve months. Near $500 a share, the stock c...

CoreWeave Stock Has a Massive AI Catalyst. We See 94% Upside
CoreWeave has shed nearly half its value from its 52-week high, but a triple-digit backlog and a fresh wave of AI commitments point to a setup that be...

Nasdaq climbs higher, McDonald's investor day updates
The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian break down the day's biggest headlines, including the AI trade sending the Nasdaq (...

FlashGrid adds support for Oracle AI Database 26ai deployments on native IaaS cloud services
FlashGrid is excited to announce that FlashGrid Cluster and FlashGrid Server version 26.05 now support Oracle AI Database 26ai, Oracle's next lon...

BlueCollar Cloud Announces Platinum Sponsorship of SuiteWorld 2026
BlueCollar Cloud today announced that it is a platinum sponsor of SuiteWorld 2026, Oracle NetSuite's largest celebration for customers and partne...

Oracle Health Advances Revenue Cycle Management with AI
Oracle Health and Life Sciences Summit -- Oracle Health today announced new AI capabilities across its revenue cycle management portfolio that are pla...

Pay Attention, Wall Street Is Actively Re-Rating AMD as It Crosses $1 Trillion
AMD just crossed a trillion-dollar market cap and the sell side is scrambling to rewrite its models in real time, but the gap between the bulls racing...

Oracle and Buck Institute for Research on Aging Advance Landmark Federal Aging Research Initiative
Oracle Health and Life Sciences Summit -- Oracle and the Buck Institute for Research on Aging are collaborating to advance intelligence into age-relat...

Real-World Data and AI Capabilities in Oracle Life Sciences Data Intelligence Help Accelerate Clinical Research and Commercialization
Oracle Life Sciences Data Intelligence1 now combines real-world data, domain-trained AI capabilities, and advanced analytics in a single connected int...

3 Growth Stocks With Insider Buying To Own In September 2026
The Federal Reserve’s latest rate hike to a 3.75% to 4% range puts real pressure on slower, heavily indebted businesses and shines a brighter light ...

Trump's Latest Stock Disclosure Reveals a Surprising Trading Pattern
Microsoft and Amazon sales were each valued at $5 million to $25 million.

Salesforce Remains Down Over 12 Months: This Wall Street Firm Doubled Down On Its Belief That 70% Returns Await Investors
Salesforce has bled out over 12 months while its enterprise software peers crater even harder, yet one Wall Street firm just planted a flag so far abo...

Oracle: Reality Check Incoming
Oracle is rapidly transforming into a major AI infrastructure provider, driving explosive cloud and OCI revenue growth. Learn more about ORCL stock he...

eClinical Solutions Market by Product, Application, Trial Phase, End User, Regulatory, AI, Growth, Market Size - Forecast to 2030
The global eClinical solutions market is projected to grow from USD 13.18 billion in 2025 to USD 25.22 billion by 2030, registering a 13.9% CAGR. Grow...

Pharmacovigilance Software Market Size, Share & Trends Analysis - Global Opportunity Analysis and Industry Forecast (2026-2036)
The global pharmacovigilance software market is projected to grow from USD 4.5 billion in 2026 to USD 12.7 billion by 2036, at a 10.9% CAGR. Growth is...

Oracle's AI Economics Are Changing
Oracleâs RPO reached $664 billion, rising 46% YoY, with roughly half expected to convert within 36 months. Click here to read this ORCL stock upd...

Stock Market Today: Dow, Nasdaq, S&P 500 Futures Drop as Trump Threatens to 'Annihilate' Iran at UNGA—KB Home, Worthington, IONQ in Focus (UPDATED)
U.S. stock futures were mixed on Wednesday, as the S&P 500 and Dow Jones indices rose, while Nasdaq 100 and Russell 2000 declined.

Co-op Live Sets the Stage for Connected Operations with Oracle Cloud Applications
Co-op Live, one of the world's most advanced live entertainment venues, is using Oracle Cloud applications to support its mission to change the w...

What's Going On With Oracle Stock Wednesday?
Oracle (ORCL) edges lower in premarket trading amid tech sector weakness. Get the latest price targets, stock technicals, and analysis.

Amazon Turns To Former Employees, Including Those Laid-Off, For AI, Cloud Jobs Amid ‘Boomerang’ Hiring Push: Report
Amazon is reportedly rehiring former employees for AI and cloud roles, with faster hiring paths and renewed focus on its “boomerang” hiring strate...

Chuck Schumer Says Senate Heard ‘Nothing But Crickets’ on AI Risk Briefing Request: ‘Maybe Trump’s Not Worried Because…’
Chuck Schumer expressed concerns over the administration's silence on AI risk briefing, raising questions over Trump's AI investments.

AI Trade Is ‘Dead Money’: Fidelity Strategist Warns $3.3 Trillion Buildout Is Inflationary With ‘Unknown Returns’
The AI trade has been 'dead money' for months, Fidelity's Jurrien Timmer said, even as hyperscalers keep spending billions.

Oracle: The Most Mispriced AI Opportunity On The Market Today
Oracle is significantly underappreciated as an AI cloud infrastructure leader, with accelerating revenue and margin growth. Read why ORCL stock is a s...

Why Is Oracle (ORCL) Pushing Deeper Into Drug Safety Cloud Services?
Oracle (NYSE:ORCL) and Wipro announced a partnership to deliver cloud-based pharmacovigilance services using Oracle Life Sciences Argus BPS. The colla...

Wells Fargo Starts Applied Digital (APLD) at Overweight and Calls it a Top Idea
Wells Fargo began coverage of Applied Digital Corporation (NASDAQ:APLD) on September 17 with an Overweight rating and a $50 price target. Analyst Eric...

Oracle Edged Higher While AI Borrowers Pay 37 Extra Basis Points
Persistent issuance--not default anxiety--is widening financing costs around the data-center expansion cycle.

$223 Billion Back To Shareholders: Inside The MSFT Machine
Microsoft handed shareholders one of the largest cash returns in market history, but what did that money actually buy for the owners who held on.

How Far Could CRM Stock Swing In A Year?
Salesforce (CRM) stock trades at about $236 after returning about 58% over three months. Its options now price a range over roughly a year that runs f...

Can This Number Push IBM Stock Higher?
The number worth watching at International Business Machines (IBM) is its annual recurring revenue. It kept growing through a weak quarter. You may ex...

Prediction Market Trueo Is Leaping from Base to Ethereum
Prediction market Trueo is migrating from Base to Ethereum mainnet, earning praise from Vitalik Buterin.

The AI Software Story Wall Street Is Underrating
Salesforce's agentic AI business is scaling at a pace that would make most enterprise software companies envious, yet the stock keeps getting pri...

Oracle cloud layoffs hit developers, engineers hardest
A leaked document covering 546 employees in Oracle's cloud infrastructure division shows software developers made up about 17% of the cuts

Nucleus Research Releases 2026 Data Integration Technology Value Matrix
Over the past decade, data integration grew as a proxy of the data warehouse and lakehouse. Organizations stood up a warehouse or lakehouse, and the i...

Paramount Nashville Talks Surface Amid Hollywood Exit
Paramount is scouting Nashville office space as CEO David Ellison considers relocating the studio from Hollywood.

Is It Too Early To Buy Adobe Stock Before Its Free Users Pay Off?
Adobe (ADBE) stock has lost about a third of its value over the past year, while the S&P 500 (SPY) gained about 18%. It has already bounced 28% in...

Warren Buffett Just Left the Chairman Role at Berkshire Hathaway. How His Departure Will Impact BRK.B Stock.
Son Howard will replace him as chairman of the board.
'OpenAI launches GPT-6 Sol and Luna' - Tech Crunch
https://techcrunch.com/2026/09/22/openai-launches-gpt-6-sol-and-luna/

Prediction: Oracle Could Have 50% Upside From Here
Oracle just posted 121% cloud growth and a $664 billion backlog, yet the stock sits near a yearly low. Something in the market's math does not ad...

Oracle Investors Weigh Fresh Wipro Deal Against Layoffs, Project Jupiter Debt Stress
Oracle stock pressure builds as investors weigh layoffs, Project Jupiter debt stress and a fresh Wipro drug-safety partnership.

Canopy Joins Oracle's Partner Program
ALPHARETTA, Ga., September 22, 2026--Canopy, a leading provider of AI supervision for unsupervised devices, today announced it has joined Oracle'...

Cloud AI Today - AI Summit Drives Economic Vision For Latin America
The Inter-American Development Bank Group recently organized a significant meeting with heads of state and tech leaders from across Latin America and ...

Oracle Named a Leader in IDC MarketScape: Worldwide Life Sciences R&D
Oracle has been named a Leader in the IDC MarketScape: Worldwide Life Sciences R&D RWD/RWE for Data Platforms, Technology Solutions, and Consultin...

Oracle Partners with Wipro to Strengthen End-to-End Pharmacovigilance Services
Oracle Life Sciences announced a partnership with Wipro Limited, a leading AI-powered technology services and consulting company to strengthen Wipro...

Oracle Named a Leader in the 2026 Gartner® Magic Quadrant™ for HCM Suites for 1,000+ Employee Enterprises
Oracle has been named a Leader in the 2026 Gartner® Magic Quadrant™ for HCM Suites for 1,000+ Employee Enterprises. This is the 11th consecutive ye...
'Some of the Oracle cloud roles hit hardest in layoffs' - Business Insider Exclusive
https://www.businessinsider.com/oracle-cloud-layoffs-america-roles-hit-hardest-leaked-doc-2026-9