NYSE
ORCL
66 stories
$438B Market cap · 2026-10-28
Aterio flagging that they see a material risk that $ORCL misses their 2H 2027 delivery guidance on their 1.3 GW Wisco datacenter, with meaningful load now unlikely before mid-2028 https://t.co/Rywn1UhoOC https://t.co/zmgGeRZ7eR
For the last month I’ve been sharing all the positive developments for $orcl, especially re OAI reaccel. Nobody cared until it’s in their face. Same is true on the ground w/Jupiter. Project will come online. FCF will inflect. Force Majeure is good move.
Is $70B ARR for OpenAI ahead of expectations? I dunno ask $ORCL https://t.co/tNjIjh8Ya1 https://t.co/WBWM3ghxSm
Which bond would you rather own at current levels? $SPCX 6.65% 2056s at ~85 / 7.9% / 238bps or $ORCL 6.7% 2056s at ~84 / 8.2% / 263bps
Oracle faces rising credit and spending risks as OpenAI-linked backlog, Project Jupiter delays and higher component costs threaten FY27…
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Microsoft, Amazon, Oracle, Meta and Alphabet face another two years of record AI data-center investment amid $3 trillion in commitments,…
Steve Eisman says AI companies are reviving Enron-era off-balance-sheet and circular financing, alongside concerns around Oracle and Blue…
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Oracle’s Q1 FY2027 AI infrastructure push relies on leasing, debt, customer prepayments and OpenAI’s Stargate project, resembling a…
$orcl https://t.co/LsFi1hM04V
ZeroHedge when $ORCL runs into any minor inconvenience https://t.co/Y9NAZd9kSj
The typical argument for data center project debt is that the tenant is IG and therefore unlikely to default. That may be true...if the project is actually finished. $ORCL JUST sent a force majeure notice to Stargate campus, trying to defer payments when/if the buildout gets delayed. This is the $18bn construction loan that FT reported is offered at ~89-91. Remember, construction risk doesn't care if your tenant is IG. You gotta build the thing on time.
*ORACLE SENDS FORCE MAJEURE NOTICE OVER NEW MEXICO DATA CENTER $ORCL trying to put off payments on the project if it's delayed https://t.co/fTjVGMwUEH
NM Supreme Court unanimously lifted stays on orcl/OAI’s Project Jupiter air permit & water authorization. Proceedings can resume Separately, Deb Haaland proposed a moratorium on new large-scale data centers in NM but unlikely to apply to Jupiter bc not new $orcl
Alpine Capital @jdsdebruyn reduced semiconductor exposure and added hyperscalers after the June pullback, citing combined hyperscaler capex of approximately $416bn in 2025 projected to exceed $750bn in 2026. It initiated Oracle $ORCL, and concedes the entry has not worked yet: “Oracle’s price action since initiation has been disappointing, but we believe the valuation is attractive and the current view on Larry Ellison (co-founder) is probabilistically asymmetric given the entry point. Oracle can slow spending if AI reverses (which we do not think will happen).”
$orcl https://t.co/uBDWnot63D
$orcl https://t.co/t1ymp3aqRL
$orcl https://t.co/lv6A1lGqQp
WATCH WHAT THEY DO, NOT WHAT THEY SAY $orcl https://t.co/BnsdNWZoNH
$Orcl the second derivative flipping in October https://t.co/eFSw29j5s2
$Orcl Larry is not stopping https://t.co/jyiCycC79Z
$orcl https://t.co/JmS1CD6ZBw
$orcl https://t.co/ev186Cfzr2
$orcl (last 2 months) https://t.co/CXeZOxpP8i
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