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News 2026-09-30 12:16 UTC

Aterio flags delay risk for Oracle’s 1.3 GW Wisconsin data center

Aterio says the Port Washington, Wisconsin campus faces a material risk of missing Oracle’s second-half 2027 delivery guidance because grid-power approval has restarted. It sees meaningful load unlikely before mid-2028, while Vantage expects full buildout by 2028.

News 2026-09-28 17:41 UTC

What's Going On With Bloom Energy Stock Monday?

Bloom Energy Corporation (NYSE: BE ) stock fell nearly 9% on Monday as investors took profits after the stock’s sharp 2026 rally, while lingering concerns tied to Oracle’s Project Jupiter and broader weakness in growth stocks weighed on sentiment. Project Jupiter Remains An Overhang Concerns around Oracle’s Project Jup

News 2026-09-24 18:58 UTC

Dell Stock Edges Lower Thursday: What's Driving the Action?

Dell Technologies Inc. (NYSE: DELL ) shares are trading lower Thursday afternoon as reports of a contractual dispute and potential timeline slippage at Oracle Corporation’s (NYSE: ORCL ) flagship $165 billion data center project spark sympathy selling across key AI server suppliers. Dell Technologies stock is facing re