On September 24, Oracle (ORCL) fell as much as 5% in pre-market trading and dropped over 7% after the market opened. Sparking market concerns was a force majeure notice issued by the company regarding Project Jupiter, a large-scale data center in New Mexico. Investors' focus is shifting from massive AI orders to delivery timelines and capital recovery. According to Bloomberg, Oracle has sent a formal notice to developer Stack Infrastructure, seeking to delay payments if the project fails to become operational as planned in 2028. This move does not imply exiting its position as the primary tenant, nor does it mean a payment waiver has been granted. Oracle maintained that the project is proceeding according to schedule, but did not specifically address the notice itself.

TradingKey54 minutes ago

Micron Shares Pull Back for Two Days as USITC Launches DRAM Patent Probe; Citi Defies Trend to Raise Target Price to $1,300

On September 24, Eastern Time, shares of Micron (MU) pulled back for two consecutive days after hitting a recent high of $1,100. Reportedly, the U.S. International Trade Commission (USITC) voted to launch an investigation into dynamic random-access memory (DRAM) products involving Micron Technology, as well as several server manufacturers that use such chips in their products.

TradingKeyan hour ago

TD SYNNEX Stock Outlook: AI Infrastructure Demand Puts Q3 Growth in Focus

TD SYNNEX reports fiscal Q3 results Thursday as investors test whether Hyve’s AI infrastructure growth can sustain margins and improve cash conversion.

TradingKey2 hours ago

BlackBerry Stock Forecast: Can Q2 Earnings Extend BB’s Turnaround?

BlackBerry reports fiscal Q2 results Thursday as investors test whether QNX growth, improving cash flow and the Coretura Alloy Kore win can extend the turnaround.

TradingKey3 hours ago

Qualcomm Extends Long-Term Patent Agreement With Apple, Securing QTL Revenue in Era of In-House iPhone Modems

TradingKey - On Thursday (September 24) Eastern Time, Qualcomm (QCOM) announced that it has renewed a global patent licensing agreement with Apple (AAPL), with the new agreement set to officially take effect on April 1, 2027. Qualcomm did not disclose the specific duration, licensing fees, or other financial terms of the agreement. Following the announcement, Qualcomm's shares rose about 1% in U.S. pre-market trading.

TradingKey3 hours ago

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