Oracle, Meta and Tesla enter Friday, September 25, with three different developments putting the companies on investors’ radar: a new financing and infrastructure concern around Oracle’s Project Jupiter, Meta’s expansion of its Muse artificial-intelligence platform into hardware, and Tesla’s start of Semi deliveries from its Nevada factory.
The developments are separate from Investozora’s September 24 stocks-to-watch report focused on Costco and Darden. They also come as long-term Treasury yields remain elevated. The U.S. Treasury’s latest completed daily data show the 10-year yield at 5.18% and the 30-year yield at 5.47% on September 24, keeping financing and valuation conditions in focus across the technology and growth-stock complex.
Oracle: Project Jupiter faces a new power-related risk
Oracle is the most immediate company-specific issue to watch after the company issued a “force majeure” notice involving a Blue Owl unit developing Project Jupiter, a large AI data-center campus in New Mexico. Reuters reported on September 24 that the notice cited potential delays in securing power for the project and could allow Oracle to delay certain payments if the development is delayed. Oracle shares fell about 3.3% during Thursday’s session.
The notice does not mean Oracle has canceled Project Jupiter. Oracle said earlier this month that the data-center campus remained on its planned schedule, while separating the data-center construction from the adjacent microgrid’s permitting process.
That distinction matters because Oracle’s latest results showed strong underlying cloud growth. Its fiscal first-quarter 2027 results reported total revenue of $19.3 billion, up 30% year over year, while cloud infrastructure revenue increased 121% to $7.4 billion. The market question now is narrower: whether power and infrastructure constraints can affect the timing and economics of Oracle’s planned AI-capacity expansion.
Meta: Muse moves from an app into a broader hardware strategy
Meta enters Friday after its September 24 Connect announcements expanded the role of Muse, the personal AI agent the company launched earlier this month.
Meta said Muse will come to its AI glasses in the coming months and will be able to act on what users see, while the company also introduced Muse Charm, a small dedicated device designed to provide direct access to the assistant. Meta additionally announced new shopping, travel and productivity connections for Muse, including payment connections through Shop Pay and PayPal.
Reuters reported that Meta shares climbed more than 3% Thursday after gaining nearly 24% since Muse launched on September 8, reflecting the market’s growing interest in whether the assistant can become more than a software feature. Meta’s original Muse announcement describes the system as an agent designed to perform tasks across applications rather than simply answer questions.
Investozora previously examined how Muse was creating new competitive questions for financial-service businesses in its coverage of bank stocks and AI disruption. The new development is Meta’s effort to extend the same agent into consumer hardware.
Tesla: Semi deliveries put commercial-truck execution in focus
Tesla is also entering Friday with a new operational milestone. Executives said at the company’s Sparks, Nevada, facility that Semi deliveries were beginning for an initial group of customers, nearly nine years after the electric truck was first unveiled.
Tesla reiterated a long-term target of producing 50,000 Semis annually at the Nevada plant, but did not disclose production volumes or truck pricing at the September 24 event. Customers shown at the rollout included PepsiCo, DHL and US Foods. Reuters also reported that Tesla this week received an order for 2,500 Semis from a freight coalition that includes Microsoft and PepsiCo.
Tesla’s latest quarterly materials had already stated that the Semi remained on track for production in 2026. Friday’s focus therefore shifts from whether the production timetable would be reached to what the first commercial deliveries reveal about Tesla’s ability to scale the business.
What matters into Friday’s session
The three stocks represent different tests. Oracle faces an infrastructure and financing issue around a major AI project; Meta is testing whether a rapidly adopted AI agent can expand into a wider hardware ecosystem; and Tesla is moving its Semi program from limited deliveries toward higher-volume production.
For the broader market, the rate backdrop remains an important cross-current. Investozora’s September 25 Treasury-yields report tracks the latest move above 5% in the 10-year Treasury yield. The immediate developments to monitor for Oracle, Meta and Tesla are therefore company-specific execution, infrastructure and product adoption rather than any guaranteed market outcome.
