Force Majeure No Issue for ORCL? Cory Johnson's Bullish Contrarian Take

Name: Force Majeure No Issue for ORCL? Cory Johnson's Bullish Contrarian Take
Uploaded: 2026-09-24T20:00:20.000Z
Duration: 9 min 1 s
Description: Oracle cited "Force Majeure" for its New Mexico data center, primarily intended for OpenAI, which led to a drop in its shares. Analyst Cory Johnson offers a contrarian take, suggesting this move could provide Oracle with a wider runway for spending. The situation raises questions about the financial implications for the lenders involved in the project.

News Clip9:01Schwab Network·NM·9/24/2026

Oracle cited "Force Majeure" for its New Mexico data center, primarily intended for OpenAI, which led to a drop in its shares. Analyst Cory Johnson offers a contrarian take, suggesting this move could provide Oracle with a wider runway for spending. The situation raises questions about the financial implications for the lenders involved in the project.

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OracleOpenAI

A "Force Majeure" citation by Oracle (ORCL) over its New Mexico data center, which will primarily be used by OpenAI, sent shares of the company sliding on Thursday's session. Cory Johnson says he was initially worried about the headline, noting that it adds pressure on the lenders behind the contract. That said, he makes the case this will be an unsung advantage for Oracle. Cory explains how it gives the company a wider runway to stretch spending. What can't be ignored: who is going to be left with the deb?

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