US Markets Update (Sept 25): Oracle Drops 3.3% on Power Delays, 10-Year Treasury Yield Nears 5.2%

US stocks closed nearly flat on Thursday amid high volatility. The 10-year Treasury yield rose to 5.196%, a high since 2007, while oil prices climbed due to Middle East tensions. Meta shares rose 4.5% following the launch of its Charm hardware for Muse, while Oracle fell 3.3% due to potential power supply delays at its Project Jupiter data center. Anthropic signed an $11.6 billion cloud computing deal with Akamai, highlighting strong AI infrastructure demand despite power and construction bottlenecks.