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Oracle stock slips 5% after New Mexico data center force majeure move

Jackson Moreland
Published Sep 24, 2026
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Summary:
  • Oracle fell 5% Thursday after sending a force majeure notice to the developer related to its New Mexico data center, a step intended to mitigate rising costs.
  • Oracle said, "Project Jupiter remains on our planned schedule," adding, "We are fully committed to New Mexico and confident in our path forward."
  • The notice went to the developer, a Blue Owl Capital unit; Blue Owl shares also dropped. Blue Owl said, "This notice does not change the financial commitments to this multi-year project."

What happened

Oracle sent a force majeure notice connected to its New Mexico data center campus to protect itself from rising expenses. Bloomberg first reported the move, citing people familiar with it, and CNBC confirmed the notice was delivered to a developer owned by Blue Owl Capital. According to the report, Oracle wants the option to delay payments on the site, called Project Jupiter, if it is not up and running as expected in 2028.

What Oracle and Blue Owl are saying

Oracle stuck to its timeline: "Project Jupiter remains on our planned schedule." It also said it is "fully committed to New Mexico" and confident about the plan ahead. Blue Owl told CNBC, "This notice does not change the financial commitments to this multi-year project." Both stocks fell on Thursday following the headlines.

The broader backdrop

The New Mexico build is part of the larger Stargate artificial intelligence infrastructure effort that involves President Donald Trump, and it has faced delays and regulatory snags. Among the hurdles are pushback from local communities against data center projects in the run-up to the midterm elections, along with objections from environmental groups. On the Sept. 10 earnings call, Co-CEO Clay Magouyrk told analysts that Project Jupiter does not change Oracle's previously issued fiscal 2027 revenue or earnings outlook. Meanwhile, the Financial Times flagged concerns that the data center's $18 billion in associated debt is already trading at stressed levels.

When big projects hit bumps, protecting your savings starts with a steady plan. Join Briefs Finance CEO Jaspreet Singh on September 29th for a FREE live investor workshop, How to Profit From A Dollar That's Losing its Value, where he shows how we're spotting investment opportunities as the dollar falls. Save your spot.

What this means for your portfolio

Oracle says the build is on track, but potential payment delays if the site misses the 2028 go-live date and the stressed trading in the associated debt keep execution risk front and center. If you are watching the AI buildout story, this is a reminder to track timelines, financing conditions, and local politics as closely as the technology.

Long term growth comes from patience, thoughtful choices, and safeguarding what you have. Our CEO Jaspreet Singh is hosting a FREE live investor workshop, How to Profit From A Dollar That's Losing its Value, on September 29th. Sign up free to join him live.

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