Mexico & Oracle Corporation

Mexico: State government considering moratorium on data centers; potential regulatory shift.

Oracle Corporation: One of the companies for which Project Jupiter is providing computing capacity; potential reputational risk from controversy.

Mexico: Mexico benefits from the Project Jupiter data center through economic impact, job creation, and improved infrastructure in United States — Santa Fe County, New Mexico.

Oracle Corporation: Oracle Corporation is funding and developing the Project Jupiter data center campus, investing significantly in local infrastructure, education, and workforce development in Doña Ana County, enhancing its public image and operational capabilities.

Mexico: Current and former Nissan employees in Mexico were among those affected by the data breach, with their personal information potentially exposed.

Oracle Corporation: Oracle Corporation's Oracle Corporation — PeopleSoft software contained a critical zero-day vulnerability (CVE-2026-35273) that was exploited by threat actors, leading to data breaches at hundreds of organizations, including Nissan. This reflects negatively on Oracle Corporation's software security and its ability to protect customer data.

Mexico: Mexico expressed a desire to extend the USMCA for 16 years and is actively engaged in bilateral negotiations with the United States to address trade concerns, particularly regarding automotive rules of origin and tariffs. The uncertainty surrounding the agreement's future could impact business investment.

Oracle Corporation: Target Corp. is a member of the Retail Industry Leaders Association, which advocates for the preservation of USMCA's duty-free benefits.

Mexico: Mexico has a small number of data centers.

Oracle Corporation: Oracle's data center campus in United States — Michigan faces opposition, but the project is moving ahead. Regulatory changes could impact its timeline.

Mexico: Mexico is one of the international markets where Epique has expanded, contributing to its global footprint.

Oracle Corporation: Oracle is mentioned as a past Inc. 5000 honoree, providing context for the prestige of the list. No direct impact on Oracle.

Mexico: Mexican products qualifying for preferential tariff treatment under the U.S.-Mexico-Canada trade agreement will have 25% tariffs applied only to their non-U.S. content.

Oracle Corporation: Oracle Corporation's shares rose in Tokyo, indicating a positive market reaction to the tariff adjustments that could affect its industrial machinery exports to the United States.

Mexico: Qualified investors in Mexico might be able to buy SpaceX shares, subject to local eligibility requirements and restrictions.

Oracle Corporation: Oracle Corporation's quarterly earnings report will test the strength of the tech trade, with its shares up over 9% this year.