Oracle Force Majeure Hides Larry Ellison $165B Disaster

Oracle just filed for force majeure on its $165 billion AI data center, and that's not a small legal maneuver, it's an admission that things aren't going to plan. The delays trace back to gas pipeline permitting, but the real story is who's exposed if this slips past 2028. Markets already sold off on the news, and the ripple effects reach a lot further than New Mexico.

CHAPTERS

00:00 Oracle Force Majeure Notice - Project Jupiter Payment Risk

00:59 Bloom Energy Fuel Cell Delays - Permit Fight

01:40 Oracle Stock Drop - Market Selloff

02:05 Blue Owl Stock Decline - Private Credit Exposure

02:35 Oracle Junk Bond Risk - Debt Downgrade Pressure

03:15 Larry Ellison Canceled Share Sale

03:55 Hyperscaler Debt Contagion - AI Infrastructure Risk

04:35 Paramount Warner Bros Merger - Uncapped Interest Exposure

05:00 October 1 Deadline - Settlement Pressure

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