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
More from Venture
- Seed fundraising: 1-3 adoring customers beat 10 unreachable ones — tkexpress11 · 2026-09-25
- 10-year Treasury yield hits pre-GFC high as AI capex borrows at nation scale — tszzl · 2026-09-25
- AEO tools for coding agents: new product targeting Claude Code in terminal — jia_seed · 2026-09-25
- Autolaunch lets AI agents raise early capital via CCA auctions on Base — seanwbren · 2026-09-25
- Lego Forge turns your ideas and photos into custom AI-designed LEGO sets, parts included — noahsolomon · 2026-09-25
- Higgsfield's $20M cashback: pay $100k, get $200k of API credits — SimplyAnnisa · 2026-09-25