Oracle corp bond BBB rating借款利息上升是一個警示信號？銀行更了解財務細節. AI 財務黑洞

 

https://timesofindia.indiatimes.com/technology/tech-news/oracle-may-lay-off-up-to-30000-employees-and-one-of-the-big-reasons-is-the-companys-commitment-to-sam-altmans-openai-for/articleshow/127835680.cms

https://stocktwits.com/news-articles/markets/equity/too-late-for-oracle-warns-michael-burry/cZbi1ggR4le

https://finance.yahoo.com/news/ai-hyperscalers-drive-higher-us-225314460.html

CDS sounds familiar lol

這是否也是為什麽 AI 的‘賣鏟’公司（如台積電 TSM、美光 MU、阿斯麥 ASML）近期stock表現更好，而微軟 MSFT、甲骨文 ORCL、SAP 等公司卻相對承壓？

ORCL company bond junk rating?