Oracle Corporation is under scrutiny due to a force majeure notification related to Project Jupiter, which poses a $25 billion revenue risk. However, this move is seen as proactive risk management rather than a sign of deeper execution problems. Oracle's fiscal year 2027 guidance remains intact, supported by strong backlog conversion and rapid growth in Oracle Cloud Infrastructure (OCI). The stock trades at a reasonable 17 times forward earnings, below big tech averages, making current volatility a buying opportunity before major revenue gains post-2027.
Oracle Corporation holds a substantial market cap of $421.93 billion as of September 25, 2026, 22:21 WIB, with a dividend yield of 1.43%. Despite the recent news about Project Jupiter, Oracle's stock on Pluang shows a modest 1-day decline of 1.00%, with a high trading volume of 56,188,977 shares. The typical hold time of 71 days indicates steady investor interest amid current market activity.
Oracle's Project Jupiter in New Mexico is delayed due to local opposition, reflecting a broader trend where up to $200 billion in data center projects are blocked or postponed. This slowdown threatens the AI infrastructure boom, as data centers are c...
Oracle issued a force majeure notice for its New Mexico data center project, causing its stock to drop over 5% pre-market and close down 3.47%. The company says the notice is a precaution and Project Jupiter remains on schedule. Despite concerns over...
Oracle Japan's shares surged over 7% after reporting record fiscal first-quarter sales and profits, driven by a 31.7% rise in cloud revenue. Net sales rose 13% year-on-year to 74.86 billion yen, with net profit up 23.2%. The company plans to expand i...
Oracle has issued a force majeure notice to delay payments on the Project Jupiter datacenter in New Mexico if the facility is delayed beyond 2028. This project is part of a larger AI infrastructure effort involving Oracle, OpenAI, and SoftBank, with ...
Bloom Energy's biggest deployment, a 2.45 GW fuel cell project at Oracle's Project Jupiter data center in New Mexico, is delayed due to a natural gas pipeline setback pushed from August 2026 to February 2027. This delay threatens Bloom's revenue targ...
