Oracle is trading at ARS 71,700, down 6.73%, as investors weigh the cost, financing and execution risks of its AI data-center expansion.
- Power-supply hurdles at Project Jupiter add to execution concerns.
- Softer-than-expected OpenAI revenue has renewed scrutiny of Oracle’s customer exposure and infrastructure commitments.
- Hotter September CPI lifted rate concerns as the S&P 500 and Nasdaq were down 0.64% and 0.91%; coverage points to overlapping company-specific and macro pressures, not a confirmed single catalyst.