US Stocks Open Lower; Oracle Falls 5% on New Mexico Data Center Force Majeure

A force majeure at an Oracle data center is a rare operational disclosure, and the market's reaction — Oracle down sharply, with Blue Owl and Bloom Energy hit harder — suggests investors are reading it as a signal about AI infrastructure buildout risk rather than an isolated event. The read-through matters most for the wider data center supply chain, from power providers to equipment makers, which have been priced for uninterrupted expansion. Whether this stays a single-site issue or prompts closer scrutiny of project timelines and counterparty exposure across the sector is the open question.