Blue Owl Capital will not fund Oracle’s (NYSE: ORCL) 1 GW AI datacenter project in Saline, Michigan, according to the Financial Times who spoke to sources close to the matter. Oracle reported a cloud revenue miss in its most recent quarterly results while increasing its 2026 capital expenditure outlook to $50 billion. The Financial Times reported negotiations faltered amid lender concerns over Oracle’s capital expenditures and increasing debt. Specifically, lenders asked for “stricter leasing and debt t ...

智通财经APP获悉，芯片股集体走低，截至发稿，英伟达(NVDA.US)跌超2.6%，AMD(AMD.US)跌超 2%，美光科技(MU.US)跌0.24%，甲骨文(ORCL.US)跌超5%，博通(AVGO.US)跌超3.9%。消息面上，甲 骨文在该公司雄心勃勃的人工智能基础设施扩张计划上遭遇重大挫折，其最大的数据中心合作伙伴Blue Owl Capital已决定不再支持一项价值100亿美元的数据中心项目。不过，甲骨文随后回应称，该项目的 谈判仍然按计划进行，整体推进情况符合预期。 ...

据交易所数据显示，12月17日，甲骨文(ORCL)盘中下跌5.06%，截至23:26，报179.11美元/股，成交 29.44亿美元，总市值5146.06亿美元。 财务数据显示，截至2025年11月30日，甲骨文收入总额309.83亿美元，同比增长13.22%；归母净利润 90.62亿美元，同比增长49.05%。 资料显示，甲骨文公司提供的产品和服务可以解决企业信息技术(IT)环境的所有方面 - 应用程序,平台和 基础架构。Oracle云产品提供全面且完全集成的应用程序,平台,计算和存储服务:软件服务(SaaS),平台服 务(PaaS)和基础架构服务(IaaS)。 内部部署产品包括Oracle数据库和中间件软件,应用程序软件,硬件 (Oracle集成系统,服务器,存储,网络和行业特定产品)以及相关支持和服务。 本文源自：市场资讯 作者：行情君 ...

Market Overview - The Vanguard S&P 500 ETF (NYSEMKT: VOO) closed down 0.2%, marking its third consecutive day of losses, influenced by mixed job data from the U.S. Bureau of Labor Statistics [1] - The market showed signs of recovery with a 0.3% increase in premarket trading [1] Oil Industry - The Trump Administration announced a "total and complete" blockade against sanctioned oil tankers in Venezuela, contributing to a 1.5% increase in WTI and Brent crude oil prices [2] - Current prices are over $56 per barrel for WTI and nearly $60 for Brent, with potential impacts of the blockade estimated to affect 0.4-0.5 million barrels of oil per day, possibly raising prices by $1-2 per barrel [3] Technology Sector - Oracle (NYSE: ORCL) shares are under pressure following reports that Blue Owl Capital will not support a $10 billion deal for a new data center in Michigan, which is part of Oracle's contract with OpenAI [3] - The AI sector is experiencing pressure, with Oracle shares down 2% in premarket trading [4] Lithium Industry - In China, the government's decision to revoke lithium mining permits is boosting shares of global lithium miners, with Sociedad Química y Minera de Chile S.A. (NYSE: SQM) up nearly 5% and Albemarle (NYSE: ALB) up nearly 4% in premarket trading [5]

Time for Jim and stop trading. >> Okay. If the stock gets to general to where General Mills did a 5% yield, no matter what they say, it can go higher there.That's my gospel. I want to thank David for breaking a lot of great news. To me, I'm going to say it, David.I Ellison didn't seem to have the horses. He just didn't seem to have the horses. I want to see real money. I don't see it.And as far as I'm concerned, illusory is the right word. Not unlike the illusory that be I'm beginning to see in Oracle the c ...

甲骨文表示："我们的开发合作伙伴Related Digital从一组具有竞争力的选项中挑选了最佳股权合作伙 伴，该伙伴并非Blue Owl，他们股权交易的谈判正按计划推进"。 Related Digital表示："这是一个卓越的项目，吸引了大量股权合作伙伴的兴趣。我们评估了所有选项， 并选择了我们心目中的股权合作伙伴，因为他们在该领域拥有无与伦比的专业能力"。 来源：环球市场播报 甲骨文下跌4%，此前英国《金融时报》报道称Blue Owl Capital将不会支持这家软件巨头下一个价值100 亿美元的数据中心交易。 知情人士称，由于谈判陷入停滞，该协议将无法继续推进。 黑石集团曾讨论以金融合作伙伴身份介入，但尚未签署对甲骨文数据中心投资的协议。 Related Digital拒绝透露该项目的股权合作伙伴姓名。一名接近该公司的人士表示，与该投资者的尽调 已进入"最后阶段"。 ...

Oracle and Blue Owl ended their partnership to build AI data centers, with talks for a one gigawatt Michigan facility falling apart. ...

Core Viewpoint - Oracle's stock has experienced a significant decline due to uncertainty surrounding financing for a key artificial intelligence infrastructure project, particularly after Blue Owl Capital withdrew from a proposed $10 billion data center deal [1][2][4]. Financial Performance - Oracle's shares have fallen nearly 40% over the past three months, erasing gains from previous multibillion-dollar contracts with notable clients like OpenAI [2]. Project Financing - Blue Owl Capital was in negotiations to invest in a Michigan data center project for OpenAI, but those discussions have stalled, leading to uncertainty in financing [3][4]. - Oracle confirmed that Blue Owl will not participate in the deal but stated that final negotiations for the equity deal are still on schedule [4][5]. Market Sentiment - The developments have raised concerns about Oracle's aggressive spending on mega-data centers and the potential for excess capacity in the AI investment boom [6]. - Investor worries have intensified regarding the sustainability of Oracle's partnership with OpenAI and the overall AI investment cycle, compounded by rising debt levels and increased capital expenditure commitments [7]. Credit Market Impact - Oracle's corporate bonds are under scrutiny as investors assess potential stress points in the AI funding model, with expectations that pressure on these bonds will continue into the new year [8]. Analyst Outlook - Despite the stock's decline, some analysts remain optimistic, with Mizuho maintaining an Outperform rating and a $400 price target for Oracle [9]. - Mizuho has raised its projections for fiscal 2027 while keeping fiscal 2026 estimates unchanged, suggesting that Oracle's current valuation presents an attractive entry point [10]. Sensitivity to Uncertainty - The recent selloff highlights the sensitivity of Oracle's shares to any signs of uncertainty regarding financing and execution, particularly in the context of the global rush to build AI infrastructure [11].

来源：华尔街见闻 媒体报道，甲骨文公司在该公司雄心勃勃的人工智能（AI）基础设施扩张计划上遭遇重大挫折，其最 大的数据中心合作伙伴Blue Owl Capital已决定不再支持一项价值100亿美元的数据中心项目。不过，甲 骨文随后回应称，该项目的谈判仍然按计划进行，整体推进情况符合预期。 12月17日，据英国金融时报消息，三位知情人士透露，Blue Owl此前一直在与贷款方及甲骨文洽谈，计 划投资位于密歇根州Saline Township的一个规划容量达1GW的数据中心。然而，随着谈判陷入停滞， Blue Owl原计划安排高达100亿美元融资并进行大额股权投资的协议将无法推进。这座数据中心原计划 为OpenAI提供服务。 报道指出，这一融资合作的破裂使得该项目的资金来源陷入不确定状态。知情人士称，尽管黑石 （Blackstone）已就作为财务合作伙伴介入进行了谈判，但目前尚未签署任何投资协议，这令该密歇根 设施的融资前景充满不确定性。目前，甲骨文尚未与新的支持者正式签署协议。 甲骨文股价在消息传出后立即下挫，并拖累科技板块整体走低。分析称，这一事件凸显出，当私募信贷 市场开始收紧资金供给时，支撑AI基础设施建 ...

Group 1 - The Nasdaq Golden Dragon China Index increased by 0.7%, with notable gains in Chinese concept stocks such as Baidu rising over 2%, Bilibili rising over 1%, and Alibaba rising nearly 1% [1] - Oracle's stock fell over 3% due to reports that Blue Owl will not support Oracle's $10 billion data center deal, while Blackstone has entered negotiations as a financial partner but no agreements have been signed yet [1] - Netflix's stock rose over 1% as the company plans to complete the Warner Bros. Discovery transaction within 12-18 months and has submitted related HSR filing documents [1] Group 2 - On December 17, the Dow Jones opened up 0.12%, the S&P 500 rose 0.05%, and the Nasdaq increased by 0.10% [1]