Coverage dated September 25, 2026

Oracle Notice to Weigh on Data Center Debt, Morgan Stanley Says

Headline from Bloomberg

Oracle Corp.’s force majeure notice to the developer of a massive New Mexico data center is putting loan and lease documents under fresh scrutiny and adding to the challenges facing companies looking to tap debt markets to finance the AI buildout, according to Morgan Stanley.

Bloomberg's own description from its feed. We collect headlines and these descriptions, not full articles; read the original reporting below.

Reports & sources

1 article, oldest first.

  1. Bloomberg

    Oracle Notice to Weigh on Data Center Debt, Morgan Stanley Says (opens Bloomberg)

    Published

    Bloomberg's feed description

    Oracle Corp.’s force majeure notice to the developer of a massive New Mexico data center is putting loan and lease documents under fresh scrutiny and adding to the challenges facing companies looking to tap debt markets to finance the AI buildout, according to Morgan Stanley.

Separate coverage close to this update in time and subject.

Oracle Notice to Weigh on Data Center Debt, Morgan Stanley Says | Since Then