Oracle's $300 billion AI infrastructure deal with OpenAI has raised concerns about the company's debt. Oracle will need to borrow heavily to build AI data centers, and OpenAI's ability to pay is an ...
A gauge of risk on Oracle Corp.'s debt reached a three-year high in November, according to Morgan Stanley. The cost of insuring Oracle Corp.'s debt against default over the next five years rose to ...
Fear is being spread on social media that some AI players are nearing default. The evidence, some say, lies in the Bloomberg graphs below showing the widening CDS spreads of Oracle (NYSE:ORCL) and ...
Oracle ORCL0.59%increase; green up pointing triangle has never given up gains this big, this fast. Investors nervous about the scale of capital that technology companies are plowing into ...
Oracle has lost $315 billion in market value since announcing its $300 billion deal with OpenAI. The company is heavily in debt and relying on OpenAI for future revenue despite no guaranteed returns.
A notable feature of the artificial intelligence trade's recent weakness has been a widening in credit derivatives tied to companies spending heavily on AI, most prominently cloud software giant ...
The cost of protecting Oracle Corp.’s debt against default is surging by the most since 2021, as jittery investors and lenders rush to hedge against the billions of dollars the software giant is ...
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P ...
Oracle default fears surge as its credit-default swaps jump to a two-year high, signaling rising investor anxiety. The five-year CDS spread nears 80 basis points, up from 55 earlier this year. The ...