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?

 

所有跟帖： 

• Their interest rate is about 6.8%. ORCL is -QQQ2074- ♂ (66 bytes) () 02/03/2026 postreply 00:13:10

• 2023-2025 Fitch corp rating BBB (lowest before junk rating -RomaVacation- ♂ (285 bytes) () 02/03/2026 postreply 00:23:05

• As a comparison NVDA bonds have an interest rate about 3.6% -QQQ2074- ♂ (0 bytes) () 02/03/2026 postreply 00:14:22

• According to MUSK, AI centers in space will be cheaper -QQQ2074- ♂ (189 bytes) () 02/03/2026 postreply 00:29:49

• why does ORCL have to get openAI business? -RomaVacation- ♂ (533 bytes) () 02/03/2026 postreply 01:03:52

• 它家的原有生意慢慢老去。需要進入雲服務這個高度競爭的市場。好不容易能拿到這個訂單啊。 -桃花源裏人家- ♂ (0 bytes) () 02/03/2026 postreply 07:09:47

• 問題是為此投資太大、訂單離的太遠，接不上啊 -玻璃坊- ♂ (0 bytes) () 02/03/2026 postreply 10:09:09