Oracle Corporation faces short-term delays in its New Mexico data center project, Project Jupiter, but these concerns are overstated. The project remains on schedule under a force majeure notice, supported by strong demand and economic benefits. Oracle's substantial $664 billion backlog and strong cash flows underpin optimistic forecasts of over $21 earnings per share by fiscal year 2030, with expected growth rates between 30-40% over the next three years. The stock is attractively valued at about 7 times FY30 EPS, with current price weakness offering a good buying opportunity around $115-$140 per share.
Oracle's market capitalization stands at $414.55 billion as of September 26, 2026, with a dividend yield of 1.46%, highlighting its strong market position. The stock price on Pluang is $137.08, down 1.76% on the day, while trading volume reached over 22.7 million shares. Investor sentiment on Pluang shows 82% buy orders, reflecting confidence despite recent price weakness as of 21:11 WIB.
Datadog's stock surged 6% to $272.50, approaching its 52-week high, while the broader software sector and key competitors like Dynatrace, Oracle, and Cloudflare declined. This isolated rally suggests strong investor confidence in Datadog's growth pot...
DTE Energy has secured major hyperscale data center agreements with Oracle and Alphabet, positioning it for significant growth amid rising US electricity demand driven by AI. Despite a nearly 10% stock decline in the past month, the company’s strong ...
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. Orac...
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...
