ORCL

We got Oracle, we got Adobe, and we got Restoration Hardware on deck today.

We do have big earnings today. Restoration Hardware, Oracle, and Adobe will be looking at those. Uh Adobe and Oracle are going to come out first at 5 minutes after the bell and then Restoration Hardware will be 5 minutes after that.

What is the overall overview of Oracle? What is your opinion on this matter? Actually, I don't cover Oracle news in "CS Mackie". concept.

What happened with "Project Jupiter" shows that demand is not the problem. The problem lies in the bottlenecks within the infrastructure itself. When you think about it, there was a permitting issue related to the pipeline they needed for natural gas to power some of the fuel cells.

Without that authorization, things were somewhat delayed.

This is how Oracle's stock has performed over the past year. The stock has fallen by 53%, and I believe there will be further declines in the future. The main reason for this is that the improvement in the company's financial situation is, in some respects, nothing but an illusion.

We have some unfortunate news for Oracle stock investors, as the company has declared a "force majeure" event. Let's take a closer look at the details and why Oracle's stock fell by about 4% following that news.

I will keep you updated on my ratings for Oracle, whether it's to buy, hold, or sell. I just updated my fair value estimate for Oracle stock today.

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..."

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.