Oracle issues force majeure notice on $165B Project Jupiter data center, stock slides
Oracle's notice that it may not pay a data center lease tied to its Michigan/Blue Owl project has raised questions about the financing structure of the AI build
The Motley Fool · +14 outlets
Oracle stock falls as AI debt demands a premium and Morgan Stanley warns on data center delay
The force majeure notice has widened the AI financing debate, with SoftBank shares also dropping on fears that data center delays could ripple through global AI
Yahoo Finance · +14 outlets
IGV software ETF logs worst quarter since 2008 as AI fears hit the sector
Investors are debating whether agentic AI and the 'SaaS apocalypse' narrative are permanently reshaping software valuations.
Stocktwits · +5 outlets
Alphabet cloud backlog hits $514B as Gemini Enterprise reaches nearly 90% of Fortune 100
Google Cloud's growth is prompting debate over whether cloud and AI are becoming a larger driver than search advertising.
The Motley Fool · +7 outlets
Larry Ellison pledges another $9.2B in Oracle shares as collateral for personal loans
The pledge brings Ellison's total loan collateral to roughly 36% of his Oracle stake, a disclosure that adds scrutiny to the company's largest shareholder.
Billionaires.Africa · +8 outlets
Microsoft stock enters bear market after 21% drop, analysts stay bullish
Redburn raised its Microsoft price target to $440 even as the shares slid into bear market territory on AI investment concerns.
Stocktwits · +4 outlets
Morgan Stanley warns Oracle data center delay risks spilling over into AI financing
The bank's analysts say a slowdown on Project Jupiter could pressure the broader leveraged financing market underpinning AI construction.
turkiyetoday.com · +10 outlets
Salesforce stock down nearly 12% in 2026 as investors weigh AI risk to SaaS
Salesforce's decline reflects broad concern that agentic AI could erode traditional seat-based enterprise software moats.
TIKR.com · +12 outlets
Akamai surges 15% on $11.6B Anthropic cloud deal
The contract underscores how AI model developers are becoming major buyers of edge and cloud infrastructure capacity.
24/7 Wall St. · +6 outlets
Oracle Q1 revenue hits $19.3B as AI buildout proves self-funding
Oracle's quarter showed continued growth into the AI infrastructure cycle, though the stock remains under pressure from the Project Jupiter disclosure.
scanx.trade · +3 outlets
Microsoft launches unified Copilot app with AI agents, pricing still evolving
Microsoft says the new app consolidates its Copilot offerings and can write code, but has not settled consumer pricing.
ZDNET · +14 outlets
US stocks close mixed as Dow rises 500 points and semiconductor index falls over 4%
Software stocks rebounded while memory and optical names extended losses, reflecting rotation within the AI trade.
TradingKey · +14 outlets
Bloom Energy jumps 8% as Oracle reaffirms 2.4 GW fuel cell contract after force majeure notice
Bloom Energy's gain came as Oracle walked back the force majeure notice tied to fuel cell supply for its AI data center project.
Yahoo Finance · +4 outlets
Cybersecurity software shares plummet, from Palo Alto to Okta to SentinelOne
Security software names fell together amid broader software weakness and concerns about AI-driven disruption.
The Globe and Mail · +14 outlets
Oracle Japan shares surge 7% on record fiscal first quarter, bucking US parent's selloff
The Japanese unit's results offered a rare bright spot as Oracle's US shares fell on the data center force majeure disclosure.
CNBC · +4 outlets
SAP could be 10% undervalued as cloud revenue jumps 24%
SAP's cloud growth and AI platform positioning are being weighed against concerns about margin pressure.
simplywall.st · +2 outlets
Adobe launches free Premiere mobile video editing app on Android
The Android release extends Adobe's mobile video editing push as it competes with CapCut and other consumer tools.
Camera Jabber
ServiceNow stock outperforms peers despite down day as Q1 earnings transcript draws focus
ServiceNow's relative resilience is being tested against broader software sector selling.
marketwatch.com