Morgan Stanley Warns Oracle Data Center Delays Could Delay Revenue, Pressure Debt

Morgan Stanley Warns Oracle Data Center Delays Could Delay Revenue, Pressure Debt

Morgan Stanley credit analysts Lindsay Tyler and Benjamin Guerrero said in a note titled “ORCL Credit: Lighthouse in the Fog” that delays to Oracle data center projects could defer revenue and cash flow, according to a report on the analysis [1]. The note follows reports that Oracle’s Project Lighthouse campus in Port Washington, Wisconsin, may face power-related delays, the report stated [1].

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