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Jackson Ader

Equity research analyst at KeyBanc Capital Markets.

Current clusters

invest11 publishers

Investors mark Oracle down 4% over a power notice on a campus it says is on schedule

Oracle shares fell about 4% after it sent a force majeure notice over power on its 2.45-gigawatt Project Jupiter campus for OpenAI. Investors are pricing a delay Oracle denies, under a contract that makes Oracle responsible for securing the power and bars it from ending the lease.

Perspective Coverage

11 publishers
Builder
Builder 5%
Operator
Operator 30%
Investor
Investor 65%

Reality

Evidence60
Adoption
Insufficient
Hype gap+15
Incentives70
Confidence58