Oracle's Stock Falls 3.5% on Data Center Delay Concerns
Published . Updated .
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 project.
Directly affected
- ORCL Oracle
Named in this report.
Indirectly affected
- SUPX SUPERX AI TECHNOLOGY LTD
GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- MEDS DATAMEDS AI, INC. COMMON STOCK
GA selected MEDS as a RELATED security because its canonical security name directly matches this event's themes: stock, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ABAT AMERICAN BATTERY TECHNOLOGY
GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ACM AECOM TECHNOLOGY CORP
GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- AQN Algonquin Power & Utilities Corp
GA selected AQN as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
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 project.
Source: Nasdaq Markets
Oracle (ORCL) since “Oracle's Stock Falls 3.5% on Data Center Delay Concerns,” compared with the market
Since the first closing price after “Oracle's Stock Falls 3.5% on Data Center Delay Concerns,” Oracle (ORCL) is -2.27%. The S&P 500 fund (SPY) is +0.15% over the same days, a -2.42% difference versus the market.
Official trades in Oracle (ORCL) around 25 Sep 2026
- Rohit Khanna sell Oracle (ORCL) ($1,001 - $15,000). That is 5 days after publication, inside 30 days. The filing is listed beside the story “Oracle's Stock Falls 3.5% on Data Center Delay Concerns.”
- Rohit Khanna sell Oracle (ORCL) ($1,001 - $15,000). That is 5 days after publication, inside 30 days. The filing is listed beside the story “Oracle's Stock Falls 3.5% on Data Center Delay Concerns.”
- Rohit Khanna sell Oracle (ORCL) ($1,001 - $15,000). The transaction date is the publication date. The filing is listed beside the story “Oracle's Stock Falls 3.5% on Data Center Delay Concerns.”
- Donald J Trump buy Aecom (ACM) ($1,001 - $15,000). That is 28 days before publication, inside 30 days. The filing is listed beside the story “Oracle's Stock Falls 3.5% on Data Center Delay Concerns.”
- Donald J Trump buy Oracle (ORCL) ($50,001 - $100,000). That is 28 days before publication, inside 30 days. The filing is listed beside the story “Oracle's Stock Falls 3.5% on Data Center Delay Concerns.”
- Donald J Trump sell Aecom (ACM) ($1,001 - $15,000). That is 32 days before publication, inside 60 days. The filing is listed beside the story “Oracle's Stock Falls 3.5% on Data Center Delay Concerns.”
- Rohit Khanna buy Oracle (ORCL) ($1,001 - $15,000). That is 32 days before publication, inside 60 days. The filing is listed beside the story “Oracle's Stock Falls 3.5% on Data Center Delay Concerns.”
- Rohit Khanna buy Oracle (ORCL) ($15,001 - $50,000). That is 53 days before publication, inside 60 days. The filing is listed beside the story “Oracle's Stock Falls 3.5% on Data Center Delay Concerns.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Oracle (ORCL)
Companies carried with this story
- ORCL Oracle
For “Oracle's Stock Falls 3.5% on Data Center Delay Concerns,” Oracle (ORCL) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names ORACLE CORP in the headline; GA resolved that company to ORCL
- SUPX SuperX AI Technology
SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence in the 25 Sep 2026 story “Oracle's Stock Falls 3.5% on Data Center Delay Concerns.” Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- MEDS DataMeds AI
In “Oracle's Stock Falls 3.5% on Data Center Delay Concerns,” DataMeds AI (MEDS) is linked, with no stored direction, medium confidence. Reason on file: GA selected MEDS as a RELATED security because its canonical security name directly matches this event's themes: stock, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ABAT American Battery Technology
In “Oracle's Stock Falls 3.5% on Data Center Delay Concerns,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ACM Aecom
In “Oracle's Stock Falls 3.5% on Data Center Delay Concerns,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AOSL Alpha & Omega Semiconductor
In “Oracle's Stock Falls 3.5% on Data Center Delay Concerns,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AQN Algonquin Power & Utilities
In “Oracle's Stock Falls 3.5% on Data Center Delay Concerns,” Algonquin Power & Utilities (AQN) is linked, with no stored direction, medium confidence. Reason on file: GA selected AQN as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
How “Oracle's Stock Falls 3.5% on Data Center Delay Concerns” reaches Oracle (ORCL)
Oracle (ORCL) is the company in “Oracle's Stock Falls 3.5% on Data Center Delay Concerns,” the 25 Sep 2026 this story story.
What ties Oracle (ORCL) to the headline is this: The reported development directly names ORACLE CORP in the headline; GA resolved that company to ORCL
Also listed, SuperX AI Technology (SUPX): GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Price levels for Oracle (ORCL)
MEDS traded between 2.57 and 5.17 across 20 sessions. The latest close on file is 2.65. ORCL traded between 127.39 and 153.56 across 20 sessions. The latest close on file is 129.61. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.
How solid “Oracle's Stock Falls 3.5% on Data Center Delay Concerns” looks
46 out of 100
“Oracle's Stock Falls 3.5% on Data Center Delay Concerns” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.