Geopolitics Alpha

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

Published . Updated .

The notice would allow Oracle to delay payments should the facility miss its 2028 target to come online.

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———————

The notice would allow Oracle to delay payments should the facility miss its 2028 target to come online.

Source: TechCrunch

The price since 24 Sep 2026: Oracle (ORCL) versus the S&P 500

Since the first closing price after “Oracle sends force majeure notice on its New Mexico Stargate data center,” 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

Who reported a Oracle (ORCL) trade near this story

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

    In “Oracle sends force majeure notice on its New Mexico Stargate data center,” 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

  • 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 on its New Mexico Stargate data center.” 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

    Aecom (ACM) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “Oracle sends force majeure notice on its New Mexico Stargate data center.” 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 on its New Mexico Stargate data center,” 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

    Algonquin Power & Utilities (AQN) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “Oracle sends force majeure notice on its New Mexico Stargate data center.” 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

    In “Oracle sends force majeure notice on its New Mexico Stargate data center,” Credo Technology Group Holding (CRDO) is linked, with no stored direction, medium confidence. 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 on its New Mexico Stargate data center,” 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)

“Oracle sends force majeure notice on its New Mexico Stargate data center” (24 Sep 2026) reaches Oracle (ORCL) through this story.

For Oracle (ORCL), the reason on file says The reported development directly names ORACLE CORP in the headline; GA resolved that company to ORCL

American Battery Technology (ABAT) is here too. Its reason reads: 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

Dates in the story, and the Oracle (ORCL) price range

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.

What the saved facts support for Oracle (ORCL)

46 out of 100

“Oracle sends force majeure notice on its New Mexico Stargate data center” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.