Research firm Aterio says Oracle's Project Lighthouse datacenter in Port Washington, Wisconsin, developed with Vantage, may miss its planned second-half 2027 opening because American Transmission Company still needs Public Service Commission approval to build the site's grid connection. Aterio also noted Oracle recently sent a force majeure notice to a Blue Owl Capital subsidiary over its Project Jupiter campus in New Mexico, seeking to defer payments if that site isn't ready on time, though Oracle maintains Jupiter remains on schedule.
theregister.com
· 2026-10-02
The 10-year Treasury yield has climbed to about 5.17%, its highest level since 2007, pushing up the cost of debt for AI infrastructure companies. JPMorgan Chase has estimated $4.1 trillion in AI-related debt could be issued through 2030, and this week SoftBank sold $11.1 billion in junk bonds with yields as high as 9.75% for a 7-year tranche.
cnbc.com
· 2026-09-27
Google's Mandiant and Threat Intelligence Group report that the ShinyHunters extortion gang, tracked as UNC6240, has modified its exploit for the Oracle PeopleSoft flaw CVE-2026-35273 to bypass web application firewall protections. By URL-encoding characters in the vulnerable /PSEMHUB/ endpoint path, such as '%50' for the letter 'P', attackers can slip past WAF rules that only check the literal, unencoded path while Oracle WebLogic still decodes and routes the request to the vulnerable endpoint.
bleepingcomputer.com
· 2026-09-26
Oracle sent a force majeure notice to lender Blue Owl Capital over a $18 billion hyperscale data center in New Mexico that is part of Trump's Stargate AI initiative, according to Bloomberg. The move shields Oracle from liability tied to missing certain development permits, as the facility, meant to run on 2.45 gigawatts of power, faces delays after Oracle scrapped a planned natural gas plant and pivoted to unproven solid oxide fuel cell technology.
futurism.com
· 2026-09-25
Oracle issued a force majeure notice to the developer of its Project Jupiter data-center site in New Mexico, according to reporting on the project. The company has also dropped one key development partner amid the buildout, while local residents have pushed back against the project.
wsj.com
· 2026-09-25
Oracle Corp Japan reported record fiscal first-quarter results, with net sales up 13% to 74.86 billion yen and net profit up 23.2% to 18.25 billion yen for the June-August period. Cloud revenue rose 31.7%, now accounting for 33.6% of total sales, and the company kept its full-year sales growth outlook at 6-10%. The stock jump came even as Oracle's U.S.-listed shares fell more than 3% after the company issued a force majeure notice related to its New Mexico data center project.
cnbc.com
· 2026-09-25
Oracle sent a force majeure notice to the developer of Project Jupiter, a Stargate data center campus in New Mexico, according to Bloomberg. The notice would let Oracle delay payments if the facility fails to meet its 2028 launch target, though the company says it isn't trying to exit as the site's main tenant. Both Oracle and Blue Owl Capital, whose unit received the notice, say the project's financial commitments remain unchanged and construction is on schedule.
techcrunch.com
· 2026-09-24
Bloomberg reported that Oracle sent a 'force majeure' notice tied to its Project Jupiter data center campus in New Mexico, citing people familiar with the matter. The notice reportedly aims to let Oracle delay payments if the facility, being developed with Blue Owl Capital, isn't operational by 2028 as planned. Oracle shares dropped about 4% following the report.
cnbc.com
· 2026-09-24
Hacker group ShinyHunters says it stole personal information on roughly 38,000 FBI personnel and job applicants, including names, badge numbers, home addresses and family details, after allegedly exploiting a vulnerability in Oracle cloud storage systems used by the bureau. The FBI has confirmed it is aware of the claim and is investigating, while the BBC says it has seen a small sample of data that appears genuine, and Reuters reports some records reference sensitive assignments involving Chinese and Russian intelligence work and drug cartels.
bbc.co.uk
· 2026-09-24
Hacking group ShinyHunters says it stole terabytes of sensitive data on FBI employees and job applicants, exploiting a zero-day flaw in Oracle's PeopleSoft software to breach Amazon Web Services' GovCloud. A sample reviewed by Reuters and 404 Media reportedly includes names, addresses, birthdates and Social Security numbers for about 5,000 employees, and the group also claimed responsibility for briefly hijacking the FBI's website. The FBI confirmed it is investigating a claimed compromise of the FBIJobs.gov portal and possible exposure of employee personal information.
engadget.com
· 2026-09-23
Hacking group ShinyHunters says it breached FBI systems and stole personal data on thousands of agents and job applicants, including names, home addresses and phone numbers. 404 Media reported the group first breached an Oracle PeopleSoft HR server before pivoting into an Amazon-hosted government cloud, and the FBI's job application portals appeared defaced and offline. ShinyHunters says the hack is not financially motivated and is demanding the FBI remove a report containing what it calls false allegations about the group.
techcrunch.com
· 2026-09-22
President Trump's latest federal financial disclosure shows 1,156 securities transactions in July, valued between roughly $79 million and $270 million combined. The biggest moves were July 20 sales of between $5 million and $25 million each of Microsoft and Amazon shares, alongside a $1-5 million sale of Oracle stock and a purchase of $500,001-$1 million in Nvidia. Days later, on July 23, he reported buying smaller amounts of Microsoft and Amazon.
cnbc.com
· 2026-09-22
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