IJR News

Oracle Trucks Gas to Power New Mexico Data CentersBusiness — 6dOracle may truck compressed natural gas to its New Mexico Project Jupiter AI campus, planned for up to 2.45 GW of gas-fired fuel cells, after pipeline delays.

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OpenAI revenue run rate nears $50 billion, below prior estimatesTech — 6dOpenAI told investors ARR neared $50B at end of September—about $20B below the nearly $70B previously circulated; Oracle and Microsoft shares fell.

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Oracle Invests $10 Million to Restore Nashville Symphony SeasonBusiness — Oct 4, 2026Oracle is investing $10 million in the Nashville Symphony, allowing it to reinstate its 2026–27 season and avert planned furloughs for musicians and staff. The partnership will also support a restructuring aimed at addressing the orchestra’s deficit and building a more sustainable financial foundation.

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Oracle shares jump after Fusion Claw AI runtime launch — Sep 29, 2026Oracle unveiled Fusion Claw in Austin on Sept. 29-30, 2026, adding 25 agentic apps to reach 75; outlets put the share jump at 4.2%, 5%, or 8%.

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Maya Lindstrom Oracle's Fusion Claw launch with 25 extra agentic apps looks like a real step forward for their AI offerings.

Tencent reportedly agrees to $7B Oracle lease for 100,000 AI chips — Oct 1, 2026Tencent has reportedly agreed to a five-year, roughly $7 billion lease giving it access to about 100,000 advanced AI chips in Oracle data centers in Southeast Asia, with about 30% paid upfront. The deal would help Tencent train AI models and develop AI agents despite U.S. restrictions on chip sales to China, while underscoring Chinese companies’ growing reliance on overseas computing capacity.

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Jared Kim This deal means Oracle gets steady revenue while Tencent keeps advancing its models, but it also raises questions about long-term dependence on foreign data centers.

AP Top 25 College Football TeamsRankingCollege football fans argue endlessly over which programs deserve the top spots in the AP Poll based on wins, schedule strength, and legacy.

Oracle Seeks Force Majeure Protection for $165B New Mexico Data Center — Sep 24, 2026Oracle sent Blue Owl a force majeure notice on its $165B New Mexico Project Jupiter campus, seeking delayed payments if the 2028 opening slips.

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Priya Raman If regulators keep slowing it down then force majeure might be the only way Oracle protects itself from endless delays.

Banks Mark Down Oracle’s $18B Data Center Loans Amid Stalled Sales — Sep 18, 2026Banks are struggling to place about $18 billion of loans backing Oracle’s Project Jupiter data center in Doña Ana County, New Mexico, with the debt quoted at 89 to 91 cents on the dollar as investor concern grows over Oracle’s rising borrowing and weak credit metrics. Local opposition and regulatory hurdles, including a halted natural gas pipeline plan, compound financing challenges for the Oracle-OpenAI AI infrastructure project.

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Mandiant Reports ShinyHunters Renews Global PeopleSoft Attacks — Sep 26, 2026Mandiant said ShinyHunters resumed mass exploitation of an Oracle PeopleSoft flaw, hitting dozens of systems globally; an FBI data-access claim remains unverified.

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Sam Okafor Universities and other places still running old PeopleSoft setups are basically inviting more of these mass exploits.

Oracle CEO Says AI Speeds Coding, Stalls DeliveryTech — Sep 18, 2026Oracle has rapidly adopted OpenAI-backed AI tools, with 80% staff adoption cutting coding timelines dramatically, yet product delivery remains bottlenecked by testing, validation, and release processes, offsetting internal productivity gains. The company has spent billions on AI infrastructure, while substantial layoffs and a reported $1.84 billion in severance accompany the shift, underscoring that faster coding does not automatically translate into faster time-to-market or ROI.

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Indexes Advance as AI Infrastructure Stocks Draw Retail Focus — Sep 17, 2026Retail investors buzzed about tech and AI-related names such as Intel, Apple, Nvidia, Nebius Group, and Oracle, while major dividend announcements from PACCAR, Abbott, Texas Instruments, and Kroger highlighted a shift toward income-focused stability. The day-to-day market move featured AI-infrastructure rotations, post-earnings rallies in cloud/server names, and notable stock surges and catalysts in Aethlon Medical, Oklo, CID HoldCo, Xenon Pharmaceuticals, and Moderna-related themes.

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HPE's Juniper networking deal with Oracle includes possible equity stake — Sep 3, 2026Analysts trimmed Oracle price targets ahead of fiscal Q1, but view a potential cloud and SaaS growth inflection as a catalyst to calm the bear case. Separately, Oracle expands its AI infrastructure push by deepening its collaboration with Hewlett Packard Enterprise and Juniper Networks to deploy multi-year, high-capacity networking across OCI data centers, with new support services and warrants issued to Oracle in the deal.

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Most Influential Women in World HistoryYourlist — RankingFrom ancient queens who ruled empires to modern activists who changed laws, these women left indelible marks on politics, science, and culture. Vote for who you think shaped history most profoundly.

EU seeks information on Oracle licensing practicesTech — Sep 1, 2026EU antitrust regulators are widening scrutiny of Oracle’s cloud software licensing, collecting information from third parties to assess potential anti-competitive practices, though no formal investigation has been announced. The inquiries echo ongoing concerns about licensing terms and switching costs in cloud markets, given Oracle’s entrenched databases and long-standing disputes with European customers.

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Oracle Rallies 5% as Morgan Stanley Lifts Its Price Target, CoreWeave Advances 3%Business — Sep 8, 2026

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Trump Says Oracle Close To Tiktok Deal as Bytedance Aims for Majority OwnershipReporting — Sep 15, 2020President Donald Trump said on Tuesday he had heard Oracle Corp <ORCL.N> was very close to a deal over ByteDance’s TikTok, even as sources said the Chinese company was seeking to keep majority ownership of the popular…

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Senator Rubio Urges Trump To Scrap Tiktok-Oracle Deal If Bytedance Ties RemainReporting — Sep 16, 2020Marco Rubio and five other Republican senators called on the Trump administration to reject a proposed deal for Oracle <ORCL.N> to become a “trusted technology provider” for popular social media platform TikTok’s U.S…

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New York Pizza vs Chicago Deep DishYourlist — VS BattleThe foldable slice versus the fork-and-knife casserole — America's longest-running food fight.

Sen. John Kennedy: ‘Mr. Biden Is a Tool, Bernie Sanders Is the Oracle’Reporting — Oct 9, 2020Sen. Bernie Sanders (I-Vt.) is the “oracle” while Democratic presidential nominee Joe Biden is the “tool” in the 2020 presidential election, or so Sen. John Kennedy (R-La.) believes. Appearing on Fox News’ “America’s…

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AI Warnings Weigh on Stocks Despite Oracle Growth — Sep 11, 2026U.S. stock futures and major indexes rose as oil declined and Oracle’s strong earnings boosted AI optimism, helping the Dow, S&P 500 and Nasdaq advance amid persistent inflation concerns. Traders priced in a higher likelihood of a Fed rate hike after the August CPI data, while oil’s retreat and mixed demand signals kept markets cautious amid broader volatility.

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DoD Expands Oracle Contract Across Services — Jul 23, 2026The Pentagon has awarded nearly $7 billion in an Enterprise Software Agreement with Oracle to consolidate on‑premises licenses across the DoD, Coast Guard, and intelligence community into a single contract, with a five-year base and five-year option, aiming to save at least $441 million for taxpayers and streamline procurement. The move, part of a broader effort to eliminate fragmented software purchasing, follows a similar Microsoft consolidation and is led by CIO Kirsten Davies to improve interoperability, security, and rapid delivery to warfighters.

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ByteDance Says China Will Have To Approve Its US Tiktok DealReporting — Sep 17, 2020China will need to approve ByteDance’s proposed deal with Oracle Corp for its TikTok app, the Chinese company said on Thursday, indicating how its bid to stave off a ban in the United States could be further…

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After Construction Crew Finds Baby Fox Stuck in Pipe, Firefighters and Animal Control Show Up to HelpReporting — May 12, 2022A construction crew working on a site near Oracle Park in San Francisco heard strange noises coming from some of the materials on Friday night. They traced the noise to a collection of pipes that hadn’t yet been…

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Giants place Devers on 60-day injured list with core muscle injury — Sep 13, 2026Rafael Devers’ 2026 season with the San Francisco Giants has ended due to a core muscle injury that will land him on a 60-day injured list, with a specialist evaluation and possible surgery looming. Despite the injury, Devers posted strong numbers (37 homers, 98 RBIs, and 37 doubles) and has sparked discussion of historical milestones at Oracle Park, while the Giants promote Scott Bandura to the majors as they wrap up a challenging campaign.

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Nicole Hardy A specialist visit and possible surgery sounds serious, hope they can sort out the recovery plan without long term issues.

San Francisco to Host 2028 MLB All-Star — Aug 14, 2026Major League Baseball has awarded the 2028 All-Star Game to Oracle Park in San Francisco, marking the Bay Area’s fourth hosting and aligning with plans that would allow players to participate in the Los Angeles 2028 Olympics. The announcement highlights a full All-Star Week in San Francisco and ongoing MLB-MLBPA talks about Olympic participation, with the Bay Area’s proximity to L.A. central to the decision.

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SBM Bank Kenya H1 Profit Surges 171% — Jul 22, 2026SBM Bank Kenya posted a 171% rise in first-half pretax profit to 548 million shillings as deposits and loans grew and asset quality improved, with gross NPLs falling to 17.3% from 32.4%. The results were driven by higher net interest income and a 54% jump in non-funded income, supported by a 24% rise in customer deposits and strategic technology upgrades, including the Oracle FLEXCUBE 14.8 deployment.

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Nvidia launches Spectrum-6 for AI data centersTech — Jul 21, 2026Nvidia unveiled Spectrum-6, a 102.4 Tbps Ethernet platform for the Vera Rubin AI supercomputer, doubling capacity to speed training and inference for large-scale AI workloads, with early adopters including CoreWeave, Microsoft, Nebius, SpaceXAI, and Tesla. The announcement saw Nvidia stock rise about 2%, while AMD touted its rival Helios Rackscale Solution with Microsoft and other big players joined by Meta, OpenAI, and Oracle.

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