TradingKey – On September 24, Oracle (ORCL) fell by up to 5% in pre-market trading and slid over 7% after the opening bell. Market concerns were triggered by a force majeure notice issued by the company regarding Project Jupiter, a massive data center in New Mexico. Investors’ focus is shifting from huge AI orders to delivery schedules and capital recovery.

According to Bloomberg, Oracle has issued a formal notice to developer Stack Infrastructure, seeking to defer payments if the project fails to begin operations as scheduled in 2028. The move does not imply relinquishing its status as the primary tenant, nor does it mean it has received a payment waiver. Oracle still stated that the project is progressing on schedule, but did not…