A "Force Majeure" citation by Oracle (ORCL) over its New Mexico data center, which will primarily be used by OpenAI, sent shares of the company sliding on Thursday's session. Cory Johnson says he was initially worried about the headline, noting that it adds pressure on the lenders behind the contract. That said, he makes the case this will be an unsung advantage for Oracle. Cory explains how it gives the company a wider runway to stretch spending. What can't be ignored: who is going to be left with the deb?