Oracle Bonds Plunge To Record Low As $30 Billion CapEx In Peril On Data Center Turmoil

Oracle Bonds Plunge To Record Low As $30 Billion CapEx In Peril On Data Center Turmoil

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It’s not just Treasuries–how about the rout from AI debt at Oracle?

On Thursday Oracle’s (ORCL) credit default swaps spiked to record highs. Investors are worried at the size of Oracle’s debt load. And wonder if profits will arrive early enough to meet the debt burden. Oracle isn’t an isolated worry--it’s just the poster child for debt pressure facing AI companies. A big question, one of several, giving investors a reason not to buy stocks in the AI sector despite more reasonable valuations is whether profits fr…

Oracle (ORCL) Stock Plunges 3.6% Amid $18 Billion Project Jupiter Debt Concerns

Oracle (ORCL) stock dropped 3.6% as Project Jupiter faces delays, bond yields top 8%, and $18 billion in debt trades below par amid credit concerns.

Oracle (ORCL) Stock Tumbles as Wall Street Eyes an $18 Billion Debt Problem

TLDR Oracle shares fell 3.4% Wednesday afternoon and closed near $139.59, down 3.6% on the day. The company sent a force majeure notice to a Blue Owl Capital unit building its Project Jupiter data center in New Mexico. Oracle’s credit default swaps hit a record high and its 2056 bond yield topped...