Digital Tenant Farmers in the AI Era: The Cyber Security Hegemony and Inescapable Dependency Woven by Israel's Testing Ground

On March 19, 2025, Google announced the acquisition of cloud security firm Wiz for $32 billion, the highest price in the ...
24/7 Wall St

Oracle Drops 6% as Selloff Runs Ahead of the Cloud Group; Snowflake Slips, CoreWeave Barely Budges

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 ...
Yahoo Finance

Oracle (ORCL) Reports a $664 Billion Backlog. Can AI Growth Outpace its Cash Burn?

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CNBC

Oracle sends 'force majeure' notice about data center project — stock drops 3%

Oracle sent a "force majeure" notice to the developer of its data center project in New Mexico. The company is looking to delay payment if the project doesn't come online in 2028, according to ...
Yahoo Finance

Oracle (ORCL) Says Ellison Canceled a Plan to Sell Up to $7.5 Billion in Shares. Does it Change the Investment Case?

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MarketWatch

Oracle’s stock is falling as investors fear a data-center setback

Shares of Oracle dropped more than 3% on Thursday after a report flagged challenges related to a data-center project in New Mexico. A story from Bloomberg News on Thursday morning said that Oracle ...
The Motley Fool

Oracle Wants Protection If Its AI Data Center Is Delayed. Here's What That Changes for Investors.

Bloomberg reported that Oracle (ORCL-1.53%) has sent a legal notice to the developer of its $X billion "Project Jupiter" AI data center campus scheduled to come ...
Bloomberg

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 project beset by opposition and regulatory setbacks.
24/7 Wall St

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 entire AI infrastructure boom, and the warning signs ...
TechCrunch

Oracle sends force majeure notice on its New Mexico Stargate data center

Oracle has sent a force majeure notice to the developer of Project Jupiter, a Stargate data center campus in New Mexico, Bloomberg first reported Thursday. Force majeure clauses, common in energy and ...
Seeking Alpha

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 ...
The Motley Fool

Here's How Oracle's "Force Majeure" Changes the AI Data Center Thesis

That ultimately places more value on existing AI infrastructure, which is good for stocks like Nebius Group and Iren. Colocation providers like Cipher Digital and TeraWulf also benefit, as they are ...