We're watching shares of Oracle, which are lower today on these reports that Blue Owl Capital will not finance their $10 billion data center project in Michigan, a Financial Times report. It comes as investors have been raising all these different red flags about the AI data center buildout. Oracle shares are down four and a half%.But there's a real estate angle here as well. Diana Olic has that story for this week's property play. Diana, well, Kelly, investors are increasingly concerned about hyperscalers ...

US stocks pulled back sharply at midday on Wednesday as investors dumped high-flying technology names and reassessed the AI trade's underlying economics. The S&P 500 fell roughly 0.8%, the Nasdaq slumped about 1.3%, and the Dow dipped 0.3%. ...

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Huge, unusual volume of out-of-the-money (OTM) put options activity in Oracle Corp (ORCL) stock may be a contrarian signal. Are investors overlooking its long-term value? This article focuses on its operating cash flow, analysts' revenue estimates, and derives a 12-month target price. ORCL was up on Tuesday, Dec. 16, 2025, to $188.65, after hitting a recent low the day before at $184.92. Has it bottomed out? Is it time for investors to look closer at ORCL? More News from Barchart ORCL stock - last 6 mon ...

Core Viewpoint - The nuclear energy sector is experiencing a downturn due to significant delays in Oracle's AI infrastructure plans, impacting related companies like Oklo, NuScale Power, and Nano Nuclear Energy [1][5]. Group 1: Oracle's Infrastructure Delays - Oracle has postponed the delivery of critical data centers due to shortages in skilled labor and essential materials, raising concerns about its mounting debt and massive AI spending [2][3]. - Blue Owl Capital has opted not to support a $10 billion deal for Oracle's planned data center for OpenAI, indicating a lack of financial backing for the project [3]. Group 2: Impact on Nuclear Energy Stocks - Stocks of pre-revenue companies like Oklo and Nano Nuclear were previously trading at high valuations based on the expectation of imminent power purchase agreements, but are now declining as investors reassess the timeline for data center construction [5]. - The narrative that hyperscalers like Oracle and Microsoft are in urgent need of advanced nuclear reactors to power their data centers has been challenged by the delays, leading to a reevaluation of the "AI energy trade" [4][6]. Group 3: Future Outlook - While the nuclear renaissance is anticipated, it is now clear that its arrival will be dictated by construction schedules rather than rapid software updates, suggesting a longer timeline for the sector's growth [6].

The pullback raised fresh questions about how Oracle plans to finance its rapidly expanding AI and cloud infrastructure, just as investor scrutiny over debt levels intensifies. Shares of Oracle fell about 5% in late trading after reports claimed Blue Owl Capital, Oracle’s largest US data centre partner, would not back a planned $10 billion facility in Michigan. The project, designed as a 1-gigawatt campus in Saline Township, is expected to support high-performance computing workloads, including capacity li ...

New rumors of stalled data-center funding have sent Oracle's stock lower, but some experts argue the negative narrative has gotten too harsh. ...

Group 1 - Oracle Corporation (NYSE:ORCL) is facing skepticism from analysts, particularly regarding delays in its data center expansion plans, despite the company refuting these claims [1][2] - The current market sentiment indicates that many AI stocks, including Oracle, have been overbought and are experiencing significant declines, suggesting a need for stabilization before further investment [1][2] - Analysts suggest that while Oracle has potential, other AI stocks may present better investment opportunities with higher upside potential and lower downside risk [3]

Core Viewpoint - Oracle's stock fell nearly 5% following reports that Blue Owl Capital will not support a $10 billion deal for a new data center, raising concerns about Oracle's debt financing strategy for AI computing capacity [1][6] Group 1: Financing and Partnerships - Blue Owl Capital, Oracle's largest data center partner, was in discussions for financing a massive facility in Michigan, but negotiations have stalled [1][2] - Oracle stated that final negotiations for financing the project are "on schedule" with a different equity partner, indicating ongoing efforts to secure funding [2] Group 2: Financial Performance and Market Reaction - Oracle's stock has declined nearly 18% for the month, attributed to rising costs and cash outflows that exceeded investor expectations [4] - The company's $248 billion in lease obligations disclosed in its quarterly SEC filing has heightened investor concerns regarding its increasing debt levels [4] - Following earnings results, Oracle executives expressed commitment to maintaining an investment-grade credit rating, currently rated BBB, but investor confidence appears shaky as evidenced by increased demand for credit default swaps [5]

Market Overview - The S&P 500 is experiencing a decline, extending its three-day losing streak [1] - Oracle's stock fell approximately 5% following reports that Blue Owl Capital will not fund a $10 billion deal for OpenAI's new facility [1] - Concerns regarding Oracle's balance sheet and debt load are being raised, with implications on the company's solvency [1] Company Updates - Texas Roadhouse's stock increased after being upgraded to a buy by Wells Fargo, with a new price target of $195 per share, up from $170 [1] - Analysts view Texas Roadhouse as a category leader facing temporary cyclical pressures, suggesting a favorable entry point at its current trading level of around $170 [1] - Procter & Gamble was also upgraded to a buy by Jeffries, with a price target increase to $179 from $156, citing strong innovation-led growth potential [1] - The upcoming CEO change at Procter & Gamble is seen as a catalyst for growth [1] Additional Insights - Jim Cramer highlighted the importance of investing in out-of-favor stocks, suggesting that this strategy can outperform the market [1] - Other stocks mentioned in the rapid-fire segment include Warner Bros Discovery, Airbnb, Constellation Brands, Keurig Dr Pepper, Lennar, and General Mills [1]