Morningstar: Stargate delay could cost Oracle $25B revenue, junk downgrade
AIFlow_ML · x · 2026-09-25
Morningstar warns Oracle ($ORCL) could see its credit rating downgraded to junk on expectations of $25 billion in lost revenue if the Stargate data center project is delayed.
- The firm argues the market's reaction does not fully price in the downside of an actual delay
- Delays could hurt Oracle's long-term revenue guidance and trigger another selloff if they start affecting company-level performance
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