Oracle Seeks Payment Delay on Controversial Project Jupiter Campus
Oracle sent a force majeure notice on Project Jupiter, seeking delayed payments if the New Mexico AI campus misses 2028.
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#News-Driven Stocks↓
Starboard Value Takes Stake in Knife River, Pushes for Higher Margins or a Sale
Activist investor Starboard is pushing Knife River to close its profit gap with peers or consider a sale of the $3 billion materials company.
Meta’s Muse Sparks Fears Over Travel Search and Payments
Trivago fell after Expedia joined Meta’s Muse AI. Shopify and payments stocks also dropped on a Meta Pay checkout screenshot.
AI Agents Like Muse and Instinct Could Supercharge Twilio
Meta’s Muse and Instinct can act for users. Analysts say that could raise SMS, voice and WhatsApp volume for Twilio.
Toms Capital Urges Devon Energy to Explore a Sale After Coterra Merger
Toms Capital says Devon’s mix of oil assets after the Coterra merger is too complex and cheap. It wants a formal review, including a full sale.
China Reviews Heavy Use of Broadcom Switches in State Data Centers
China is surveying Broadcom switches in state data centers, where use may hit 90%, as Beijing pushes domestic chips and less foreign AI gear.