Sep 24, 2026 · 7 min
GoDaddy surges as Oracle flags data-center risk
Closing Bell: GoDaddy Jumps, Oracle Drops on Force Majeure, MGM Resorts Tumbles
The episode shows how takeover speculation, project risk, and AI infrastructure deals drove sharply different moves at the close.
- 1GoDaddy shares rose on a reported potential acquisition by Gen Digital, while EverPure led S&P 500 gainers after raising expectations.
- 2Oracle fell after citing force majeure concerns tied to a major New Mexico data-center project.
- 3Akamai jumped after hours following a reported $12 billion AI-computing deal with Anthropic.
Don't miss
Akamai’s sharp after-hours rise following a reported $12 billion AI-computing deal with Anthropic provides the episode’s clearest signal about infrastructure demand.
The brief
The Closing Bell tracks the biggest moves at the close of U.S. trading, with Carol Massar, Romaine Bostick, and Tim Stenovec connecting price action to company news.
EverPure led S&P 500 gainers after its revenue forecast exceeded analyst expectations and analysts raised price targets; GoDaddy also surged on reported takeover interest from Gen Digital.
Oracle moved the other way after citing force majeure concerns tied to a major New Mexico data-center project, putting execution risk at the center of its decline.
After hours, Akamai jumped on a reported $12 billion AI-computing deal with Anthropic, extending the market’s focus on infrastructure supporting artificial intelligence.
Taken together, the moves show how forecasts, takeover speculation, project disruptions, and AI demand can rapidly separate winners from losers in one trading session.
What was said on this episode
9 statements · 3 positive · 5 negative · 1 neutral
EverPure’s 2028 revenue forecast exceeded the average analyst estimate.
“The data storage company forecasts revenue for 2028 that exceeded the average analyst estimate.”
Listen at 0:56
EverPure’s stock has potential upside from its closing price.
“So there's some room to the upside.”
Listen at 1:15
Gen Digital has offered to acquire GoDaddy in a software-brand consolidation deal.
“Gen Digital. It's the company that makes Norton 360 antivirus software. It's made an offer for GoDaddy in a deal that would roll up a number of major legacy software brands.”
Listen at 1:32
A power-commitment event could delay Oracle’s rent payments.
“An event tied to meeting power commitments could result in a delay on rent for Oracle”
Listen at 2:45
Oracle would owe other costs and full-term rent once payments begin.
“the company would still have to pay other costs and owe the rent for the full lease term once payments begin.”
Listen at 2:49
The reported Gen Digital–GoDaddy deal might not happen.
“The deal might not happen”
Listen at 3:14
The acquiring company typically suffers a share-price decline in reported deals.
“the acquiring company takes a bit of a hit.”
Listen at 3:20
Anthropic is striking a $12 billion AI-computing deal with Akamai.
“Anthropic striking a $12 billion deal with Akamai for AI computing.”
Listen at 3:57
Another similar day could produce the year’s biggest or second-biggest weekly yield gain.
“this is setting up for what is now going to be the biggest a weekly gain in yields that we've seen, or the second biggest, I should say, all year long”
Listen at 4:34
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Romaine Bostick
S&P 500
The Closing Bell
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