Oracle and Realty Income see market movement amid infrastructure and earnings news

Oracle shares saw a 2.9% increase on European markets, influenced by broader US market optimism. However, the company faces potential delays with ‘Project Jupiter,’ a massive AI infrastructure project in New Mexico, due to power supply issues. Reports suggest Oracle may seek contractual provisions to defer rent payments if expansion stalls, highlighting financing risks within the AI sector caused by energy constraints.

Separately, Realty Income Corporation shares rose 1% during recent trading. While the stock has faced pressure from rising Treasury yields, analysts maintain a positive outlook with an average price target of approximately $67. The company is scheduled to release its third-quarter 2026 results on November 2.