Oracle shares fell more than 6% on Thursday after it sent a force majeure notice to Blue Owl over Project Jupiter, its New Mexico AI data center. The notice protects Oracle's cash if the site runs late and makes its 2028 date the one lenders and investors now watch.
Publishers:businessinsider.com · forbes.com.au · santafenewmexican.com Perspective Coverage
3 publishers
- Builder
- Builder 7%
- Operator
- Operator 40%
- Investor
- Investor 53%
Reality
- Evidence62
- Adoption
- Insufficient
- Hype gap+20
- Incentives60
- Confidence60
Sean Gray takes over the $22.3 billion-asset Massachusetts bank a year after its merger of equals. The promised $52 million of after-tax cost savings was booked in July, and the shares still fell more than 6.7% on Monday.
Reality
- Evidence68
- Adoption66
- Hype gap+28
- Incentives72
- Confidence62
Affirm's eleventh straight quarter above 30% growth was also its most profitable. The $64bn floor guided for fiscal 2027 implies at most 28% growth, and that gap is where the card-displacement argument gets tested.
Reality
- Evidence62
- Adoption70
- Hype gap+12
- Incentives68
- Confidence72
Intel closed at $104.47, roughly 92 times the $1.14 it is expected to earn this year. Of the three legs holding that price up, only the data centre line is already in the accounts. October's CPU increase is still a supply chain report.
Reality
- Evidence52
- Adoption32
- Hype gap+42
- Incentives68
- Confidence55
Revolution Medicines' daraxonrasib nearly doubled median overall survival in previously treated patients. Investors sat still anyway, because the unresolved variable is now what payers will absorb.
Reality
- Evidence70
- Adoption34
- Hype gap+16
- Incentives72
- Confidence61
Providence Financial is worth about 2.4% of Valley's balance sheet, so scale is not the point. The companies say the funding cost gap between them is more than 50%.
Reality
- Evidence64
- Adoption38
- Hype gap+18
- Incentives72
- Confidence55
555,555,555 Class A shares at $135.00 works out to $74,999,999,925. The pricing release names 23 banks and no share count, so the market-cap argument moves to the prospectus.
Publishers:ir.spacex.com
Reality
- Evidence72
- Adoption45
- Hype gap+12
- Incentives78
- Confidence63
The largest corporate bond ever sold in Australia raised about US$3.9bn for Alphabet. Its 2026 capital expenditure guidance is between $195bn and $205bn.
Reality
- Evidence54
- Adoption71
- Hype gap−6
- Incentives62
- Confidence55
Four tranches out to 20 years, weeks after $25bn of dollar bonds and an $85bn equity raise, from a company that just posted its first negative quarterly free cash flow.
Reality
- Evidence42
- Adoption38
- Hype gap+12
- Incentives55
- Confidence45