Rate Of Return$Oracle(ORCL.US)The short essay about Oracle's sudden drop yesterday is here, let's talk about it after half a month of sideways movement.
Some of the data center projects built by Oracle for OpenAI may be delayed from the original planned completion in 2027 to 2028.
In response, Oracle quickly responded during the US stock market's midday session and denied the related claims. A company spokesperson stated in an email that the site selection and delivery schedule of the data centers were the result of full communication and mutual confirmation after signing the agreement with OpenAI. Currently, none of the data center projects for fulfilling the contract have been delayed, and the relevant milestones are still expected to be completed as planned.
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