How Schwab Network’s view on $ORCL changed

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2026-09-24Bullish
“Force Majeure No Issue for ORCL? Cory Johnson's Bullish Contrarian Take”
Oracle's force majeure invocation is a strategic advantage that delays capital expenditure and proves contract strength.

Today we're talking about Oracle, that's our area of expertise, Cory. Let's talk again about Oracle, which made headlines and cited force majeure to protect itself from its data center.

What did you think of this when you first saw it?

Because there are many aspects worth discussing, I would like to ask you about everything related to Oracle. You can take everything I say with caution. Someone at Oracle said, "Why do you always say this before you talk about us?"

But I want you to know that I am biased. Okay, I'll give you my honest opinion, but you need to understand my bias. I was worried. Now I see this and I wonder: "Force majeure?"

I hope there isn't a hurricane in Texas. In fact, no one knows. This is generally the purpose of this clause, which is to deal with events beyond the company's control, i.e., major events that trigger force majeure.

I want to understand what this clause means, but I want to think about it in the context of Oracle.

2026-09-24
“Bull v. Bear: ORCL Issues "Force Majeure" for Project Jupiter Data Center Plan”
Oracle's massive backlog fulfillment is uncertain due to financial strain, creating investor concern despite strong AI segment growth.

Oracle is taking steps to protect itself from potentially increased costs associated with its massive data center in New Mexico, according to Bloomberg.

The company issued a force majeure notice to the project developer, Blue Owl, as regulatory hurdles threaten its planned 2028 opening.

2026-09-24Bullish
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2026-09-14Bullish
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2026-09-11Bullish
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2026-09-11
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2026-09-11Bearish
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2026-09-11Bullish
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2026-09-10Bullish
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2026-09-10Bearish
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2026-08-31Bullish
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