Oracle stock dips 4% on report Blue Owl Capital won't back $10 billion data center

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Oracle's stock price dropped 4% following a report that Blue Owl Capital would not be participating in a $10 billion data center project, but Oracle later clarified that the project is moving forward as planned.

Market Impact

Market impact analysis based on bearish sentiment with 71% confidence.

Sentiment
Bearish
AI Confidence
71%

Article Context

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The cloud company later said the project was moving forward and "on schedule," but that Blue Owl was not part of equity talks.

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Original article published by CNBC on December 17, 2025.
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