Geopolitics Alpha

Oracle sends 'force majeure' notice about data center project — stock sinks 7%

Published . Updated .

Oracle is reportedly looking to delay payment on Project Jupiter if it the data center fails to come online in 2028

Directly affected

  • ORCL Oracle

    Named in this report.

Indirectly affected

  • 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.

  • CRDO CREDO TECHNOLOGY GROUP HOLDING

    GA selected CRDO 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.

  • DJT TRUMP MEDIA & TECHNOLOGY GROUP COM

    GA selected DJT 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.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ORCL———————
ABAT———————
ACM———————
AOSL———————
AQN———————
CRDO———————
DJT———————

How far Oracle (ORCL) has moved since 24 Sep 2026

Since the first closing price after “Oracle sends 'force majeure' notice about data center project — stock sinks 7%,” Oracle (ORCL) is -5.44%. The S&P 500 fund (SPY) is -0.62% over the same days, a -4.82% difference versus the market.

ORCL
SPY

Disclosure records for Oracle (ORCL) within two months of 24 Sep 2026

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 tied to this story

  • ORCL Oracle

    Oracle (ORCL) is linked, with no stored direction, high confidence in the 24 Sep 2026 story “Oracle sends 'force majeure' notice about data center project — stock sinks 7%.” Reason on file: The reported development directly names ORACLE CORP in the headline; GA resolved that company to ORCL

  • ABAT American Battery Technology

    American Battery Technology (ABAT) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “Oracle sends 'force majeure' notice about data center project — stock sinks 7%.” 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

    For “Oracle sends 'force majeure' notice about data center project — stock sinks 7%,” 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 sends 'force majeure' notice about data center project — stock sinks 7%,” 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 sends 'force majeure' notice about data center project — stock sinks 7%,” 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

  • CRDO Credo Technology Group Holding

    Credo Technology Group Holding (CRDO) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “Oracle sends 'force majeure' notice about data center project — stock sinks 7%.” Reason on file: GA selected CRDO 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

  • DJT Trump Media & Technology Group

    For “Oracle sends 'force majeure' notice about data center project — stock sinks 7%,” Trump Media & Technology Group (DJT) is linked, with no stored direction, medium confidence. Reason on file: GA selected DJT 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

Oracle (ORCL)

On 24 Sep 2026, “Oracle sends 'force majeure' notice about data center project — stock sinks 7%” is the story that connects Oracle (ORCL) to this story.

The link for Oracle (ORCL) is this: The reported development directly names ORACLE CORP in the headline; GA resolved that company to ORCL

A second company, American Battery Technology (ABAT), is listed for a different reason: 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

Price levels for Oracle (ORCL)

ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. ACM traded between 56.41 and 63.73 across 20 sessions. The latest close on file is 57.99. ORCL traded between 127.39 and 153.56 across 20 sessions. The latest close on file is 129.61.

A simple score for Oracle (ORCL)

100 out of 100

“Oracle sends 'force majeure' notice about data center project — stock sinks 7%” scores 100 out of 100. The score uses 7 linked companies.