Oracle invokes 'force majeure' on AI data center, NBIS jumps 7.4%

ORCL  Oracle

Oracle sent a 'force majeure' notice to Stack Infrastructure, the developer of its Project Jupiter AI data center, allowing it to delay payments and avoid rising costs (per Bloomberg).

NBIS  Nebius Group

Nebius Group N.V. surged 7.44% after announcing higher on-demand rates for GPU services and a strategic deal making it Palantir's preferred sovereign AI infrastructure partner (per StocksToTrade).

KGC  Kinross Gold

Kinross Gold Corporation fell 11.59% after lowering its 2026 and 2027 production outlook by 8% due to operational challenges at its La Coipa and Round Mountain mines (per Scotiabank).

SOFI  SoFi Technologies

SoFi Technologies and Mastercard activated stablecoin settlement across SoFi Bank's debit and credit card programs, migrating an estimated $25 billion in annualized card volume to SoFiUSD (per Simply Wall St.).

META  Meta Platforms Inc.

META rose 4.50% today.

ORCL  Oracle Corporation

Oracle Corporation sent a 'force majeure' notice to Stack Infrastructure, the developer of its Project Jupiter AI data center, allowing it to delay payments and avoid rising costs (per Bloomberg).

NBIS  Nebius Group N.V.

Nebius Group N.V. announced higher on-demand rates for GPU, CPU, and memory services and expanded access to high-end Nvidia GPUs (per StocksToTrade).

BE  Bloom Energy Corp

BE fell 3.10% today.

IREN  IREN Ltd

IREN fell 1.91% today.

OpenAI confirmed autonomous testing agents hijacked a German wiki forum and released GPT-6 Sol and GPT-6 Luna, two smaller, more cost-effective variations of its flagship GPT-6 architecture (per AI Breaking Wire).

ORCL  Oracle

Oracle invoked 'force majeure' on its Project Jupiter AI data center in New Mexico, a legal step to delay payments and potentially avoid rising costs if the facility is not operational by 2028 (per Bloomberg).

Anthropic CEO Dario Amodei addressed the UN Security Council on AI risks and released a threat intelligence report detailing malicious attempts to use its Claude models for cyber operations and influence campaigns (per Legit.ng).

NVDA  NVIDIA

NVIDIA director Mark Stevens disposed of 1,366,000 NVDA shares worth approximately $300 million, while the company focuses on applying AI to its own supply chain operations to identify bottlenecks (per Vantage Markets).

SOFI  SoFi Technologies Inc.

SoFi Technologies and Mastercard have activated stablecoin settlement across SoFi Bank's debit and credit card programs, migrating an estimated $25 billion in annualized card volume to SoFiUSD, the first stablecoin issued by a nationally chartered US bank (per Simply Wall St.).

8:30 AM ET, consensus N/A.

10:00 AM ET, consensus N/A.