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Written by Josh Kohn-Lindquist for The Motley Fool
Oracle (NYSE:ORCL), an enterprise cloud software and AI infrastructure provider, closed at $139.53, down 3.48%. Oracle fell after reports said it sent a force majeure notice tied to its New Mexico Project Jupiter data center, while investors await December earnings. Trading volume reached 56.2M shares, coming in about 68% above its three-month average of 33.4M shares.How the markets moved todayS&P 500 (SNPINDEX:^GSPC) closed at 7,704, down 0.03%, while Nasdaq Composite (NASDAQINDEX:^IXIC) closed at 26,939, up 0.01%. Among enterprise application software, database software, and cloud infrastructure peers, Salesforce (NYSE:CRM) closed at $238.40, up 0.35%, while ServiceNow (NYSE:NOW) closed at $137.81, down 2.11%, showing mixed trading across the group.What this means for investorsOracle stock dropped 3.5% today after the company sent a force majeure notice to Stack Infrastructure, the developer of a massive data center overlay (Project Jupiter) in New Mexico. With ORCL stock already leaning heavily upon debt to fund its AI ambitions, the company's credit default swaps hit a record high as the market took today's news as a worrying signal.While it is mostly a legal maneuver to avoid paying up front for an idle data center -- rather than a sign of something having gone catastrophically wrong already -- it nonetheless reinforces the numerous headwinds facing data center construction, whether it's local regulations, NIMBY-ism, power generation, or a wide array of bureaucratic steps to take.Overall, this isn't something for ORCL investors to panic over today, but it most certainly is something to watch, especially as the market starts to hold up a magnifying glass to stocks' ROI from AI capex.Should you buy stock in Oracle right now? Before you buy stock in Oracle, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Oracle wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $384,839!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,385,657!* Now, it’s worth noting Stock Advisor’s total average return is 936% — a market-crushing outperformance compared to 213% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of September 24, 2026. (function(){ var m=document.getElementById("pit-8d8abd5b-02de-499b-8c20-e0dc1531eb01"); if(!m||!window.IntersectionObserver)return; var c=m;while(c&&!c.dataset.pitchPlacement)c=c.parentElement; if(!c)return; var fired=false; new IntersectionObserver(function(es,obs){ if(fired||!es[0].isIntersecting)return; fired=true;obs.disconnect(); new Image().src="https://api.fool.com/infotron/infotrack/seen/?impression=8d8abd5b-02de-499b-8c20-e0dc1531eb01&pitch_id=18725&placement=article_pitch_feed_partners"; },{threshold:0.5}).observe(c); })();Josh Kohn-Lindquist has positions in ServiceNow. The Motley Fool has positions in and recommends Oracle, Salesforce, and ServiceNow. The Motley Fool has a disclosure policy.
Oracle (NYSE:ORCL), an enterprise cloud software and AI infrastructure provider, closed at $139.53, down 3.48%. Oracle fell after reports said it sent a force majeure notice tied to its New Mexico Project Jupiter data center, while investors await December earnings. Trading volume reached 56.2M shares, coming in about 68% above its three-month average of 33.4M shares.
S&P 500 (SNPINDEX:^GSPC) closed at 7,704, down 0.03%, while Nasdaq Composite (NASDAQINDEX:^IXIC) closed at 26,939, up 0.01%. Among enterprise application software, database software, and cloud infrastructure peers, Salesforce (NYSE:CRM) closed at $238.40, up 0.35%, while ServiceNow (NYSE:NOW) closed at $137.81, down 2.11%, showing mixed trading across the group.
Oracle stock dropped 3.5% today after the company sent a force majeure notice to Stack Infrastructure, the developer of a massive data center overlay (Project Jupiter) in New Mexico. With ORCL stock already leaning heavily upon debt to fund its AI ambitions, the company's credit default swaps hit a record high as the market took today's news as a worrying signal.
While it is mostly a legal maneuver to avoid paying up front for an idle data center -- rather than a sign of something having gone catastrophically wrong already -- it nonetheless reinforces the numerous headwinds facing data center construction, whether it's local regulations, NIMBY-ism, power generation, or a wide array of bureaucratic steps to take.
Overall, this isn't something for ORCL investors to panic over today, but it most certainly is something to watch, especially as the market starts to hold up a magnifying glass to stocks' ROI from AI capex.
Before you buy stock in Oracle, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Oracle wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $384,839!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,385,657!*
Now, it’s worth noting Stock Advisor’s total average return is 936% — a market-crushing outperformance compared to 213% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 24, 2026.
Josh Kohn-Lindquist has positions in ServiceNow. The Motley Fool has positions in and recommends Oracle, Salesforce, and ServiceNow. The Motley Fool has a disclosure policy.