Stock Market News Today September 24 - Oracle Force Majeure, Meta Hardware, Treasury Yields Rise

Wall Street is being squeezed from two directions at once.

Oracle is sliding as one of America’s biggest AI data-centre projects runs into uncertainty, while Meta is trying to turn its viral Muse assistant into something people carry and wear.

At the same time, Treasury yields have surged to levels not seen in nearly two decades, putting pressure on stocks and borrowing costs.

Here’s the stock market news worth knowing today.

Oracle Falls After ‘Force Majeure’ Notice Raises AI Data-Centre Concerns

Oracle shares fell sharply Thursday after Bloomberg reported that the company sent a force majeure notice tied to its $165 billion Project Jupiter AI data centre in New Mexico.

The notice could protect Oracle from certain payments if the facility misses its planned 2028 launch, after delays involving permits and a natural-gas pipeline.

Oracle has made enormous commitments to AI computing.

If projects this large cannot secure power and infrastructure on time, the AI boom can run into limits, potentially hitting Oracle and the companies tied to the buildout.

Meta Unveils VR Glasses and a Pocket-Sized Muse AI Device

Meta used Connect 2026 to push AI beyond phones and computers.

The company unveiled $1,299 Meta VR Glasses and Muse Charm, a small device designed to let people talk directly to its Muse AI agent without opening a phone.

Meta is also bringing Muse into its smart-glasses lineup, meaning shopping, planning and messaging could increasingly happen through devices people wear or carry all day.

Meta shares slipped Thursday as rising yields weighed on the market.

The bigger question is whether these products can become a business large enough to justify years of AI and hardware spending.

Treasury Yields Rise as Stocks Come Under Pressure

The 10-year Treasury yield climbed to around 5.15% Thursday, near its highest level since 2007, while the 30-year yield touched roughly 5.44%, its highest since 2004.

Major indexes moved lower as investors increased bets that the Federal Reserve could raise rates again.

Higher Treasury yields can push mortgage and business borrowing costs higher while making bonds more attractive relative to stocks, which is especially painful for highly valued technology companies.

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