How The Motley Fool’s view on $ORCL changed

2026-09-25Bearish
“Mark Zuckerberg’s Second Act?”
Oracle's high debt, negative free cash flow, and credit downgrade make it a risky investment and a potential market warning sign.

This week, Oracle invoked its force majeure clause. Am I saying it correctly, Lou? In one of its contracts related to the Stargate project.

Interestingly, Oracle and its partners in this matter are completely ignoring the issue. Yes, that's what really caught my attention, Emily , that they took it lightly . The stock price dropped slightly and then recovered, as if to say, "No, this is..."

2026-09-24Bearish
“Oracle Calls Force Majeure Already?”
Oracle's financial foundation is weak, indicated by the force majeure clause on Project Jupiter and reliance on off-balance-sheet funding.

Oracle is being forced to move forward in the field of artificial intelligence. Today we will begin with the news that Oracle has declared force majeure on a new data center project in New Mexico.

In short, Oracle claims that it is not responsible for costs or expenses in the event of delays to this project, I believe it is called Project Jupiter. It is supposed to start operating in 2028.