A gauge of risk on Oracle Corp.’s debt reached a three-year high in November, and things are only going to get worse in 2026 ...
Technology company Oracle Corporation ($ORCL) is back in the spotlight as concerns rise in the credit market. A new report ...
Oracle has emerged as the weakest member of the AI hyperscaler herd, with hedge funds now shorting both its stock and debt.
The shift comes as Oracle raises substantial capital to support AI infrastructure. The company recently issued $18 billion in bonds and has been linked to large financing packages for new data-center ...
Banks and traders drove a surge in CDS hedging linked to Oracle’s role as tenant in massive construction deals. Credit risk ...
Oracle's debt is flashing strong warning signals. Morgan Stanley highlights mounting risks from AI spending and a widening ...
Oracle is facing its largest reversal in all the four decades of being publicly traded as investors pull back from the ...
Construction lending was a relatively sleepy corner of Wall Street until Oracle stepped up to become one of OpenAI’s biggest ...
Morgan Stanley estimated a $370M to $1.3B potential risk to Oracle (NYSE:ORCL) and highlighted a near term headwind from slowing TikTok usage growth. Following Oracle's announcement, analysts led by ...