#$orcl

Quite the Friday night news dump. 🙄 $NVDA $ORCL

lol now there’s a Friday night news dump. The pipeline’s target date was … tomorrow. 🤡 @bloomberg.com $ORCL www.bloomberg.com/news/article...

Mirova US just filed its Q2 2026 13F. 🐋 Managed by Guillaume Abel · $9.3B across 45 holdings 🟢 Bought: $AMD, $SW, $CP, $ORCL +5 more 🔴 Sold: $PANW, $MSFT, $TSM, $TJX +34 more

Situational Awareness just filed its Q2 2026 13F. 🐋 Managed by Leopold Aschenbrenner · $20.2B across 26 holdings 🟢 Bought: $MU, $SNDK, $TSM, $NBIS +12 more 🔴 Sold: $SMH, $NVDA, $ORCL, $BE +22 more

Oracle Data Center Pipeline Delayed to 2027 in New Mexico (notreload.xyz)

$ORCL shares fall after the Green Chile gas pipeline for its Project Jupiter AI data center in New Mexico is delayed from Aug 2026 to Feb 2027. notreload.xyz/oracle-data-...